Create triage task from program survey responses for teams
Create triage task from program survey responses for teams
Your program survey rows leave at-risk participants unflagged, causing delayed outreach and inconsistent follow-up. Keep contact records current and create triage tasks so coordinators can act same day.
Overview
Survey responses that show participants at risk should trigger immediate action, not pile into a spreadsheet. This flow updates the contact record and creates triage tasks so program teams have context and can start outreach same day.