Create project file bundle and update record with links
Create project file bundle and update record with links
Your project intake forms lack a compiled spreadsheet and supporting files, causing delays in task assignment. Get a populated spreadsheet and file links so coordinators can act within minutes.
Overview
Intake payloads that arrive without a compiled spreadsheet or attachments force coordinators to chase files and context. This flow packages a templated spreadsheet, uploads supporting files, and writes links back to the project record so your team can start work within minutes.