Keep IT operations aware of convertible note submissions

IT admins miss Convertible Note forms in project boards, causing legal review delays and compliance risk. It tags items as Convertible Note and appends the form link so legal can start review.

Overview

Missed Convertible Note submissions create compliance exposure and slow legal review. This workflow turns each form submission into a tagged project item with the original form link so legal and operations start review quickly. The result is faster handoffs and fewer missed follow-ups across projects.

Notable Features

Tag project items as Convertible Note
Append original form link to record
Notify legal and operations stakeholders