Project Intake Process Automation

Cut delays, reduce risk, and scale project onboarding — all without spreadsheets, emails, or custom code. Nutrient helps you move faster with intake process tools built for control, compliance, and clarity.

How We help

How we help

Replace spreadsheets with a real system

Manual intake forms and scattered approvals cost your business time and detail. Nutrient centralizes every project request into a digital system designed for today’s workflows.

Align teams with one source of truth

Standardize how projects are submitted, reviewed, and approved — no chasing down missing info or guessing project status.

Automate approval logic and routing

Route project requests based on department, scope, priority, or leadership — with built-in escalations and audit trails at every step.

Increase visibility and accountability

Real-time dashboards and status tracking help managers, PMOs, and finance teams stay informed and proactive without micromanagement.

Accelerate cross-team collaboration

Bring stakeholders into a single workflow, streamlining communication and feedback from intake to decision.

Scale with confidence

Configure project onboarding once, then reuse. Nutrient adapts to your org chart, business rules, and systems of record — no code required.

Key features

Key features

Client-side workflow builder

Design and automate custom project intake workflows with an intuitive drag-and-drop interface. Assign reviews, route approvals, and set up alerts or escalations — all visually, no code needed.

Web-based, accessible forms

Build responsive, project-specific intake forms with support for multiple field types, conditional logic, and repeatable layouts. Capture the data you need every time, without back-and-forth.

Self-service portal

Give teams a simple portal to submit, track, and manage project intake requests — with real-time collaboration and status updates based on role.

Process tracking & analytics

Monitor every intake request from start to finish, with complete audit trails and workflow performance dashboards that highlight bottlenecks and opportunities for improvement.

Integration-ready API

Connect intake workflows to your PMO tools, resource planning, and ERP systems using Nutrient’s open APIs. Automate data flow, trigger approvals, and sync project status in real time.

Project portfolio integration

Push approved projects directly into your project and resource management systems. Close the loop between intake, planning, and execution with seamless handoff and tracking.

Trusted by leading organizations

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Benefits

Benefits

Capture uniform project requests and funnel them through a clear, repeatable workflow — every time.

Capture uniform project requests and funnel them through a clear, repeatable workflow — every time.

Leverage rules-based routing, auto-reminders, and digital approvals to keep projects moving without delays.

Integrate directly into your existing project management and planning tools — no duplicate entry or manual updates.

Engrain business rules, thresholds, and audit steps to meet policies and external requirements — without slowing the process.

Empower teams with an intuitive, centralized interface for submitting and tracking project requests, requiring minimal training.

Get started today

See how modern intake automation transforms project onboarding — and start reclaiming hours from manual, repetitive tasks every week.

Connect to your tools, your way

Workflow Automation integrates with your tech stack — including finance systems, procurement platforms, and approval tools — using APIs, webhooks, or SFTP. No extra middleware required.

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Frequently asked questions

Why is a project intake process important?

It helps prioritize resources, align projects with business goals, reduce duplicate efforts, and keep rogue requests from derailing teams or budgets.

Who typically uses a project intake process?

PMOs, IT departments, operations, marketing, HR — any team fielding multiple incoming project requests that need to be prioritized and resourced intelligently.

What problems does this solve?

You avoid scope creep, unapproved work, resource overloading, and unclear project ownership. It keeps teams focused and leadership aligned.

Is this process just for large enterprise teams?

Not at all. Even small or mid-sized teams benefit from having a lightweight, repeatable way to filter and approve what work actually gets done.

How quickly can we set up a project intake workflow?

You can launch a basic request-review-approve flow in a day. Multi-department or complex routing setups may take a week or two.

What’s the ROI of automating project intake?

Better project selection, fewer resource conflicts, more visibility, and faster execution — all leading to stronger outcomes with less chaos.

Get started today with a free trial

See how modern intake automation transforms project onboarding — and start reclaiming hours from manual, repetitive tasks every week.