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For operations coordinators: route microsite requests and flag duplicates

For operations coordinators: route microsite requests and flag duplicates

Operations coordinators handling microsite forms miss duplicates, causing manual triage. It creates new-or-edit tasks, flags duplicates, and assigns to the right owner for faster handoffs.

For operations coordinators: route microsite requests and flag duplicates

Overview

Manual triage of microsite requests creates routing errors and clogs operations capacity. This workflow converts submissions into correctly typed tasks, surfaces duplicate-check evidence, and routes work to Workplace Giving or the right owner. Expect faster handoffs, fewer misrouted requests, and clearer intake records for audits.

Notable Features

  • Create new or edit tasks
  • Flag probable duplicates with context
  • Assign tasks to intake owners

For operations coordinators: route microsite requests and flag duplicates