Create request record and alert experts after approval

Your request listings lack tracking and outreach, leaving experts unaware. Capture the request, alert experts, and prompt the requester for an update within two weeks.

Overview

When request listings go live without tracking, matching and follow-up require manual effort and opportunities slip. This workflow captures each approved request into your warehouse, pings the expert channel immediately, and closes stale listings after two weeks so coordinators can focus on active engagements.