Send new project intake email and add card comment
Send new project intake email and add card comment
Your intake cards sit unread and lack context, so coordinators miss onboarding details. It sends an immediate team email and adds a plain-text comment for same-day action.
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Overview
Intake work stalls when cards are created but not distributed with context. This workflow delivers a clear team email and a plain-text comment on the source card so coordinators get what they need and can act within minutes to keep onboarding on schedule.