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Save intake attachments to shared folder and notify team

When new project intake tasks include attachments, your consultants often can't find or access files for prep, causing review delays. Files are centralized and your team is alerted for same-day review.

Save intake attachments to shared folder and notify team

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Overview

Intake submissions with scattered attachments create wasted prep time and missed review windows. This flow centralizes files, posts a pinned comment to the source task, and alerts your channel so program coordinators can act the same day.

Save intake attachments to shared folder and notify team