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Create triage task from submitted web claim forms

Create triage task from submitted web claim forms

You receive web complaint forms without a tracked case, delaying triage and owner assignment. It creates a logged support task and sends customer acknowledgements so issues are assigned same day.

Create triage task from submitted web claim forms

Overview

When customers file web complaints, coordinators need a clear case and acknowledgement to act quickly. This flow captures the submission, logs it to a shared sheet, creates a tracked task, and sends SMS and email confirmations so issues are assigned and acknowledged same day.

Create triage task from submitted web claim forms