Capture intake forms into organized client folders and tracking sheets
Capture intake forms into organized client folders and tracking sheets
Operations coordinators miss website intake submissions, delaying access to client assets and stalling production. It logs submissions to a sheet and creates folders so teams begin work without handoffs.
Overview
Operations coordinators risk production delays when intake submissions get buried. This workflow ensures every submission is logged in a central sheet and a client assets folder is provisioned, eliminating manual handoffs and enabling production and account teams to start work reliably.
Notable Features
- Record intake entries in central sheet
- Create client assets folder
- Notify production and account teams