Create dated engagement records and attach file links
Create dated engagement records and attach file links
Your engagement form submissions arrive without dated records, causing manual entry and missed follow-up by program coordinators. Records are created with file links and dates for same-day review.
Overview
Intake forms often create manual work and unclear ownership for program coordinators; this flow captures each submission as a dated record with file links. That turns noisy submissions into review-ready rows your team can act on same day.