Casebook + Google Sheets
Create intake reports in Casebook from new rows in Google Sheets
Stay organized and manage case workloads more efficiently with this intuitive workflow. When a new row is added to your Google Sheets spreadsheet, this automation will instantly create an Intake Report in Casebook. This streamlined process reduces manual data entry, enhances workflow efficiency, and ensures you never miss vital case information again.
Stay organized and manage case workloads more efficiently with this intuitive workflow. When a new row is added to your Google Sheets spreadsheet, this automation will instantly create an Intake Report in Casebook. This streamlined process reduces manual data entry, enhances workflow efficiency, and ensures you never miss vital case information again.
- When this happens...New Spreadsheet Row
Triggers when a new row is added to the bottom of a spreadsheet.
- automatically do this!Create an Intake Report
Creates a new Report in cb Intake.
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Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
Try ItDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
Dont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Use Timezone set up on the spreadsheet to format date values?
