Move selected applications into the award review folder
Move selected applications into the award review folder
Your review records don't move applicants automatically, causing manual tracking delays. The workflow updates applicant records so coordinators can advance decisions same day.
Workflow preview:
Zap details:
Overview
When reviewer decisions require manual folder moves, coordinators waste time and risk missing outreach windows. This workflow routes decisions into applicant records and advances award stages automatically, letting coordinators prepare notifications and next steps the same day.