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Create intake tickets and post submissions to team channel

Create intake tickets and post submissions to team channel

Your offer submissions in the intake base stall handoffs and leave coaches uncertain of next steps. Get triage tickets and team channel notifications so requests are assigned and reviewed same day.

Create intake tickets and post submissions to team channel

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Overview

When offer submissions land in a spreadsheet, coordinators scramble to assign and follow up. This flow posts the submission to your team channel and creates a coach-assigned triage ticket so requests get actioned and reviewed same day.

Create intake tickets and post submissions to team channel