IT: deliver curated shortlists to clients when requests added

IT admins handling intake forms miss sending curated shortlists, causing selection delays and frustrated requesters. An email workflow sends each client a vetted shortlist so selection keeps moving.

Overview

When shortlist emails are missed, selection stalls and requesters get frustrated—IT ends up firefighting manual handoffs. Implementing this workflow ensures every form submission triggers a curated client email, converting manual work into reliable client experiences; operations report faster handoffs and fewer missed follow-ups.

Notable Features

Send shortlist email on submission
Pull vetted expert profiles from sheet
Personalize message with match reasons