Create class survey document in deal folder for coordinators
Create class survey document in deal folder for coordinators
Your training survey submissions aren't stored on the correct deal, so coordinators must search and miss follow-up context. Saved class documents give immediate deal-linked feedback for same-day review.
Overview
When survey feedback isn’t attached to the right class record, your production team wastes time and misses follow-up. This flow captures each submission, creates a deal-linked class document, and surfaces a short AI quip so program coordinators can act on feedback the same day.