Add parsed intake requests to a tracking sheet
Add parsed intake requests to a tracking sheet
When parsed booking emails pile up, your intake requests become scattered and delay project kickoff. This pushes each request into a shared tracker so teams can start work same day.
Overview
Intake requests sent by email often land scattered across inboxes and slow down kickoff. This flow captures parsed booking and program requests into a single tracker and maps the critical contact and scheduling fields. Project managers get complete, actionable requests in the sheet within minutes, enabling same-day starts.