Create questionnaire records from new intake files now
Create questionnaire records from new intake files now
Your questionnaire files land in folders without metadata, making triage slow for coordinators. Structured work items are created automatically so your intake team can assign them same day.
Overview
When questionnaire PDFs pile up in shared folders, coordinators waste time extracting IDs and creating intake tasks manually. This flow converts those files into structured work items automatically, so your intake team can triage and assign items same day.