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Create triage and funding checklists from sheet rows

Create triage and funding checklists from sheet rows

Your intake sheet rows don't trigger triage or funding review, leaving cases unassigned and reviewers uninformed. The workflow creates structured triage and funding checklists so work starts same day.

Create triage and funding checklists from sheet rows

Overview

When intake rows update, triage and funding actions often stall and reviewers lack context. This flow spins up structured triage and funding checklists and links related runs so program coordinators can start work the same day and stay aligned.

Create triage and funding checklists from sheet rows