Add new invite records to project registration sheet
Add new invite records to project registration sheet
New invite records in your intake table sit untracked and delay onboarding and scheduling. You get a consolidated spreadsheet row and form entry per invite, enabling coordinators to act the same day.
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Overview
Intake rows often create manual follow-ups and scheduling gaps for coordinators; this flow centralizes each invite into a single registration roster and creates a matching form entry. That means coordinators can see and act on new invites immediately, scheduling or assigning tasks the same day.