Keep intake coordinators' notes linked to internal reference IDs

Intake coordinators create notes without internal IDs, causing broken links and tracking gaps. A workflow adds a unique internal reference to each note so operations staff can link and route cases.

Overview

Missing internal IDs create operational friction and tracking gaps for intake coordinators. This workflow guarantees each intake note receives a unique internal reference on creation, eliminating inconsistent IDs so staff can link, route, and audit cases with confidence.

Notable Features

Populate internal reference on create
Update linked case records
Notify operations staff on update