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Create new project record from scraped client details

Your scraped client intake is unstructured, causing manual entry and delaying proposals. It creates project records with contact and scoping fields so coordinators can begin outreach same day.

Create new project record from scraped client details

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Overview

When client details are scraped they often sit as unstructured text and slow down scoping and proposals. This flow captures that output, enriches contact info, and creates a ready-to-use project record so founders and coordinators can start outreach the same day.

Create new project record from scraped client details