Create triage tasks for referrals missing verified email

Referral submissions without a verified company email leave coordinators without referrer context and delay intake. It creates a triage task in your intake queue so staff can resolve cases same day.

Create triage tasks for referrals missing verified email

Overview

Unidentified referrals shouldn't fall through the cracks and delay intake. This flow creates a triage task for any submission missing a verified company email so coordinators can research and resolve cases the same day, keeping your outreach schedule intact.

Create triage tasks for referrals missing verified email