IT intake: Convert website submissions into board tasks

IT admins lose website submissions in crowded inboxes, causing missed follow-ups and delayed registrations. Route parsed submissions to callback and coaching boards so care and ops start follow-up fast.

Overview

Website submissions buried in inboxes create operational gaps and missed registrations. This workflow parses each submission and converts it into a prioritized board item with alerts, transforming manual triage into reliable handoffs so ops and care start follow-up quickly.

Notable Features

Extract contact and request fields
Create callback and coaching board items
Flag high-priority requests for follow-up