Tag under-250 case submissions on your case board
Tag under-250 case submissions on your case board
Your intake submissions often arrive without weight context, leaving case managers without prioritization cues. The workflow tags matching board items so you can triage under‑250 cases same day.
Workflow preview:
Zap details:
Overview
Intake weight details frequently arrive fragmented, leaving operations reactive and case managers without clear priorities; this flow tags qualifying submissions and updates the case board within minutes so teams can triage under-250 cases the same day. That reduces manual lookups and makes daily handoffs visible to coordinators.