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Create scholarship intake record and start review workflow

Create scholarship intake record and start review workflow

Your scholarship pre-screening forms pile up in the dashboard, delaying eligibility checks and outreach. It creates intake records and starts review so coordinators act same day.

Create scholarship intake record and start review workflow

Overview

When pre-screening forms sit unprocessed, eligibility reviews and outreach are delayed and coordinators can’t act fast. This flow converts each form into a structured intake record and triggers the review workflow so coordinators can begin eligibility checks the same day.

Create scholarship intake record and start review workflow