Stop stalled intake for ops coordinators with alerts

Operations coordinators see form submissions missing contact info or flagged staff-only, causing lead intake to stall and follow-ups to lag. This workflow alerts the right staff and prompts data fixes so intake resumes.

Overview

Operations coordinators lose momentum when incomplete or staff-only forms stall intake and require manual fixes. This workflow routes those submissions to the right inbox and creates follow-up tasks, ensuring intake resumes and response handoffs happen faster.

Notable Features

Notify assigned staff by email
Flag submissions missing contact info
Create follow-up tasks for intake