Engineering: route funding forms to prioritized tickets now

Support agents and engineers miss funding form details, leading to mis-prioritized finance requests. Ensuring support and finance start triage without manual lookup.

Overview

Missed funding requests create backlog and delay approvals. This workflow turns every funding form into a ticket with requester context, giving support agents and finance coordinators a prioritized queue and eliminating manual lookups.

Notable Features

Create ticket from funding forms
Attach requester details to ticket
Route urgent requests to finance