Add qualified prospect rows to a follow-up sheet

Your sheet gets new prospect rows without intent context, so interested contacts remain unprioritized. It routes qualifying rows and formats dates into a follow-up sheet so coordinators can act same day.

Overview

When qualifying prospects land in your intake sheet, manual review delays outreach and wastes hours for small teams. This flow extracts intent-based rows, cleans the date, and delivers a ready-to-work follow-up list so campaign managers can start outreach the same day.