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Create RFP intake task with folder and sheet

Create RFP intake task with folder and sheet

Your RFP form submissions lack task context and organized files, causing bids teams to search for attachments. They get an intake task, folder, and tracker row for timely review within 24 hours.

Create RFP intake task with folder and sheet

Overview

RFP submissions should create an actionable bid record, not a files pile. This flow converts each form into a named task, organized folder, and tracker entry so your bids team can start review and assignment within 24 hours.

Create RFP intake task with folder and sheet