Create profile notes from form responses for reviewers

Your form submissions arrive unformatted with scattered attachments, slowing candidate review. You get a formatted profile note and saved files ready for review same day.

Workflow preview:

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Overview

Intake forms that arrive unstandardized force you and your coordinators to reassemble candidate dossiers manually. This flow produces a clean profile note with saved attachments so reviewers can act on submissions same day, reducing manual busywork and speeding matches.