Create proposal requests when project tasks gain a tag
Create proposal requests when project tasks gain a tag
You tag tasks to request client proposals, but inconsistent handoffs slow proposal starts. The flow routes structured requests to proposal coordinators so work begins within minutes.
Overview
When engineers or PMs tag tasks for proposals, manual handoffs often leave coordinators piecing together context and losing momentum. This flow guarantees structured proposal requests land with coordinators immediately, so proposals can begin within minutes and client outreach stays on schedule.