Route marketing requests referencing active agents to regional board

Operations coordinators miss agent-linked marketing requests buried in project queues, delaying regional follow-up. This routes requests for active agents to the regional board in real time, so ops can act without manual triage.

Overview

Agent references buried in general marketing queues lead to delayed regional action and missed promotional opportunities. This workflow ensures requests that reference active agents appear on the regional board and notify ops, eliminating manual triage and protecting campaign coverage. Regional operations see faster handoffs and fewer missed follow-ups.

Notable Features

Extract agent email or name
Match requests against active roster
Add task to regional board