Create review card from approved channel message for intake
Create review card from approved channel message for intake
Your approved applicant messages in a channel sit untracked, leaving intake details buried and slowing triage. Create structured intake cards so coordinators can triage and assign cases same day.
Overview
When approvals are given in a busy channel, applicant details often remain buried and slow downstream work. This flow captures those approvals as structured intake cards so coordinators can triage and assign same day, keeping onboarding on track.