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Create intake records from new project submissions promptly

Create intake records from new project submissions promptly

You get project requests as items that sit untriaged and require manual copying into intake, delaying scheduling. Gain complete intake records for coordinators to triage and assign work same day.

Create intake records from new project submissions promptly

Overview

When project requests arrive as untriaged items, coordinators waste time copying fields and miss scheduling windows. This flow turns each submission into a structured intake record so coordinators can triage and assign work the same day.

Create intake records from new project submissions promptly