Tag and convert uploaded PDFs for intake records

Your intake uploads arrive untagged, leaving participant PDFs and emails unlinked and delaying follow-up. Records get updated and files queued for conversion so coordinators can act same day.

Overview

Untagged intake PDFs leave participant files scattered and slow your team down. This flow logs each upload, updates the participant record, and queues files for conversion so your marketing ops and program coordinators can process submissions the same day.