Add investor rows to intake sheet and notify team

You receive new investment records without a central intake list, so investor follow-up and review are delayed. Gain a single intake row and immediate team alert so follow-ups occur same day.

Overview

When investor records aren't centralized, fundraising follow-ups slip and your team wastes time reconciling lists. This flow logs every new investor to a single intake sheet and posts a team alert so associates can triage and reach out the same day.