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.

Create triage task from program survey responses for teams

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.

Create triage task from program survey responses for teams