Add opt-in rows to intake system for new clients

Your spreadsheet opt-ins sit unprocessed, delaying client intake and slowing intake coordinator follow-up. You receive intake-ready records routed to your intake queue for same-day outreach.

Overview

When opt-in rows sit idle in your sheet, potential clients fall out of the funnel and intake coordinators lose outreach time. This flow converts sheet rows into intake-ready records and alerts coordinators so outreach can happen same day and cases enter the funnel promptly.