Create intake tasks from website form leads for PM team
Create intake tasks from website form leads for PM team
Your website enquiries arrive without an owner or attachments, which slows qualification. Project managers receive a task with contact details and attachments for same-day triage.
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Overview
When website enquiries arrive unassigned, project intake stalls and attachments get lost. This flow turns each submission into a ready-to-action task with a contact record, AI summary, and attachments so project managers can triage and respond same day.