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Create master case record from incoming intake alerts

Create master case record from incoming intake alerts

You receive intake submissions without a tracked case, leaving investigators lacking ownership and budget context. It creates a case record and posts a team notice so investigators can act same day.

Create master case record from incoming intake alerts

Overview

Intake slips that never become tracked cases lead to delayed investigator response and unclear ownership. This flow captures each intake as a standardized case record and publishes a team notice so investigators can be assigned and act same day.

Create master case record from incoming intake alerts