Add board items for weekly client check-ins with status

Your weekly check-ins arrive untriaged, so coaches lack clear status and outreach cues. Get consolidated board items with on-track/needs-support/at-risk flags for same-day coach follow-up.

Workflow preview:

Zap details:

Overview

When weekly check-ins live as raw form entries, coaches miss early signs of trouble and outreach windows slip. This flow converts each submission into a board item with clear status flags, making at-risk participants visible and actionable for same-day follow-up.