Walk the Request Intake
Sequence intake decisions from record creation to triage and owner assignment.
Launch day Legal receives 38 contract requests by lunch, but the form cannot distinguish valid intake from noise. The first intake design decides whether legal work becomes a queue or another inbox. Intake path Submit -> triage -> assign The form creates the record, triage tests whether it is actionable, and assignment creates ownership. Shortcut Create a row and let coordinators sort it manually A clean queue with accountable next action. Intake is successful only when a valid record has an owner and next state. 01 Submit 02 Triage 03 Assign Step 1 The team is deciding which fields belong…
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