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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.

Add new invite records to project registration sheet

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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.

Add new invite records to project registration sheet