Move accepted grant requests into survey intake folder
Move accepted grant requests into survey intake folder
Your accepted grant requests sit in the acceptance folder and miss survey workflows. Move them to survey intake after 30 days so coordinators can send surveys and close feedback loops.
Overview
Accepted applications that linger in the wrong folder create operational friction and missed survey windows for your grants team. This flow reclassifies those records into the survey intake queue 30 days after acceptance, enabling coordinators to send surveys and close feedback loops within the follow-up window.