Keep operations intake dashboards stocked with new cases

Intake coordinators miss new case records buried in feeds, causing backlog and delayed triage. Post new cases to the central intake dashboard so coordinators can triage and assign before backlog grows.

Overview

Missed or delayed case records create backlog and slow triage for operations coordinators. This workflow makes every new case land in the central intake dashboard and notifies coordinators for assignment, eliminating missed handoffs. Operations teams report faster triage and zero missed follow-ups.

Notable Features

Post cases to intake dashboard
Notify coordinators on new cases
Format case fields for consistency