Insert parsed project ID into new project record
Insert parsed project ID into new project record
New projects without a normalized ID leave your billing and task routing fragmented for certain project categories. Populate the ID automatically so coordinators can bill and assign same day.
Overview
When project intake lacks a normalized identifier, operations spends time reconciling billing and routing work. This workflow extracts a clean ID and writes it into the project record automatically, so coordinators can bill and assign tasks the same day.