AI Intake Triage: From Forms to the Right Next Steps

A good triage flow does three things: captures context, routes correctly, and creates a single source of truth.

Recommended flow

1. Validate inputs (required fields, format checks).
2. Summarize the request (what they want, deadlines, constraints).
3. Classify + route (team, priority, category).
4. Create tasks + links (CRM/ticket + project tasks + notification).
5. Escalate low-confidence cases to a human.

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