Create triage card for new customer invoice entries

Your invoice records lack a project intake card, leaving orders untriaged and delivery planning delayed. You get standardized cards for qualifying invoices so teams can triage and schedule work promptly.

Overview

When invoices requiring operational follow-up aren't surfaced to project teams, delivery planning stalls and timelines slip. This flow converts qualifying invoices into intake cards so project managers get context-rich tasks immediately for same-day triage and scheduling.