Update project record with partner organization on intake
Update project record with partner organization on intake
Your project intake records often lack partner context, so urgent partner requests go untriaged and slow response. This adds the matched organization to each project so coordinators can triage same day.
Overview
Intakes that arrive without partner links slow your response and leave urgent referrals sitting untriaged. This flow automatically attaches the matched organization to each new project so your operations team can prioritize and assign partner requests the same day.