Create expert match request record and alert team

Your match form submissions lack structure, so requests sit untriaged and replies are delayed. It captures each submission as a request record and alerts coordinators so they can assign experts same day.

Create expert match request record and alert team

Overview

Incoming match requests often arrive as freeform messages that need triage, which slows down sourcing and response times. This workflow captures, enriches, and surfaces each request to coordinators within minutes so they can assign experts and respond same day.

Create expert match request record and alert team