Individual and family services: classify and tag candidate submissions
Individual and family services: classify and tag candidate submissions
Marketing ops managers in family services receive candidate forms lacking eligibility and region, causing misrouting. The flow tags records with eligibility and region so coordinators prioritize outreach.
Overview
Candidate forms missing eligibility or location lead to misrouted referrals and delayed service for families. This workflow classifies submissions, applies eligibility and region tags, and alerts coordinators so high-priority referrals are handled and missed follow-ups are eliminated. Marketing and operations get consistent intake records and faster prioritization across programs.
Notable Features
- Apply eligibility and region tags
- Update candidate records in Airtable
- Notify coordinators about prioritized referrals