Create feedback doc for consultants from forms immediately
Create feedback doc for consultants from forms immediately
Client feedback forms aren't attached to consultant records, leaving reviews and billing without context. It creates a templated feedback doc and files it to the consultant folder, making records review-ready same day.
Workflow preview:
Zap details:
Overview
Stop losing client feedback and manual filing effort across your delivery teams. This flow turns each form submission into a dated feedback document stored under the consultant and marks the consultant record, so program managers and billing staff have review-ready evidence same day.