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Mark insight records complete from private channel messages

Mark insight records complete from private channel messages

Your finalized insight messages posted in a private channel go unrecorded, leaving case records stale and delaying handoffs. It logs finalizer, insight type and timestamp so coordinators act same day.

Mark insight records complete from private channel messages

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Overview

Finalized insight notes buried in private channels create invisible work and slow case progression. This workflow captures those finalization messages and updates the central case table so coordinators have accurate status and timestamps within minutes, enabling same-day follow-up.

Mark insight records complete from private channel messages