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Create project card from updated quote request row

Create project card from updated quote request row

When quote rows in your intake sheet update, your team misses assignments and work stalls for new design jobs. The workflow creates project cards so production can begin the same day.

Create project card from updated quote request row

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Overview

Rows sitting in an intake sheet create invisible work and slow your studio down. This flow turns qualifying quote rows into visible project cards so project managers can assign and production can begin the same day.

Create project card from updated quote request row