For marketing ops: link projections to intake records
For marketing ops: link projections to intake records
Marketing ops leaders lose projection files in form submissions, leaving reviewers without financial context for campaigns. This flow links uploads to intake records so reviewers access files quickly.
Overview
Marketing operations risk campaign delays and poor targeting when projection files get buried in form submissions. This workflow captures uploads, attaches them to the corresponding intake record, and notifies reviewers—eliminating manual chasing and ensuring reviewers access financial context quickly.
Notable Features
- Attach uploaded projections to records
- Notify reviewers when files arrive
- Store files in secure folder