Create contract intake items when workflows are launched

Your contract intake often lacks a tracked task, forcing coordinators to hunt for context and delaying review. It creates organized tracking items so reviewers can triage and start same-day reviews.

Create contract intake items when workflows are launched

Overview

When contract workflows launch, intake can slip through and reviewers waste time hunting for context. This flow creates structured intake items immediately so coordinators can triage and reviewers can begin work the same day.

Create contract intake items when workflows are launched