Create design project records from advisor requests today
Create design project records from advisor requests today
Your design request forms often omit client context and item breakdown, causing inconsistent intake and slowing designer prep. It creates standardized project rows so coordinators can assign work same day.
Overview
When design requests arrive with inconsistent fields, your ops and designers waste hours clarifying scope and context. This flow turns each request into a standardized project row and splits multi-item asks so coordinators can assign and begin work the same day.