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Create intake task from new client work request

Create intake task from new client work request

Client work requests arrive without normalized fields, causing manual intake and delayed scoping. It delivers a formatted intake payload so your team can begin scoping same day.

Create intake task from new client work request

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Overview

Incoming client requests frequently contain encoded IDs and inconsistent fields that force manual intake and stall scoping. This flow decodes, cleans, and forwards a standardized intake payload to your intake workflow, so project coordinators can begin scoping same day.

Create intake task from new client work request