Create student engagement records from new support cases
Create student engagement records from new support cases
Your student engagement cases arrive untracked, leaving coordinators without context or a case link. The workflow creates a structured tracking item with context and the case link for same-day review.
Overview
Student replies often arrive as raw cases without contact context, which slows follow-up. This flow captures each qualifying case, attaches student context and a direct case link into a shared tracking item so coordinators can act same day.