Auto Assign Tasks — Wele Consulting

Situation: A new contact is created, and there is a need to ensure that the appropriate person reaches out to the new student and provides orientation to the program.

Task: The task was to automate the assignment of this outreach task to the appropriate person.

Action: To address this challenge, I created an automation that auto assigns a task to the appropriate person when a new contact is created. The automation ensures that the person responsible for orientation is aware of when new students are added to the program, allowing them to plan orientation sessions accordingly.

Result: The implementation of this automation resulted in a streamlined workflow that ensured the counselor is aware of when new students are added to the program. This allows them to plan their orientation sessions efficiently and provide the necessary support to new students. The automation also ensures that new students receive a prompt response, leading to a positive experience with the program.

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