Send intake notifications to intake review team channel
Send intake notifications to intake review team channel
Your intake messages in a monitored channel lack routing and structure, so coordinators miss or delay triage. They are routed to your intake review channel for immediate review and same-day triage.
Workflow preview:
Zap details:
Overview
Stop intake notes from getting lost in a busy channel by routing qualifying messages directly to your intake review channel. Coordinators receive a concise, formatted summary within minutes, enabling same-day triage and faster case progression.