When every request lands in one inbox, the urgent ones drown. This automation reads each intake form, sorts it by type and urgency, and routes it to the right person — so a clinic, agency, or support team handles what matters first instead of first-in-first-out.
What's Included
- Smart triage: an custom AI agents reads each request and tags type and urgency.
- Auto-routing: triggers send each request to the right owner.
- Request log: every submission tracked from open to resolved.
- Priority view: urgent items surface to the top.
- Team access: shared with role-based permissions.
How To Use
- Clone the system and connect your intake form.
- Tell the triage custom AI agents your categories.
- Set routing triggers.
- Let requests sort themselves.
- Handle the urgent first, always.
Browse intake systems in the Community Gallery or open the forms generator.