Send endorsement requests to team from form submissions
Send endorsement requests to team from form submissions
You receive endorsement entries missing a consistent format, slowing specialist triage. The workflow creates a standardized request email with the submission PDF so endorsements can act same day.
Overview
When endorsement requests arrive as free-form form entries, your small team spends time clarifying details and chasing PDFs. This flow turns each submission into a standardized request email with the submission PDF attached, so endorsement specialists and CSRs can triage and act the same day.