Update task status when clients finish uploading documents

Your clients' done-uploading emails leave intake tasks in the wrong status, blocking binder assembly. The automation updates task status so coordinators can start binder setup same day.

Overview

Stop manual task checks when clients say they are done uploading; this flow keeps intake tasks current so coordinators can begin binder preparation immediately. Exceptions are flagged and emailed to a reviewer, enabling same-day handoffs and fewer stalled files.