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Create business intake records and populate spreadsheet rows

Create business intake records and populate spreadsheet rows

Your enrollment submissions arrive as unstructured payloads, delaying coordinator handoffs and billing. It creates structured records and sheet rows so billing and coordinators can act same day.

Create business intake records and populate spreadsheet rows

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Overview

When enrollment payloads come in as inconsistent data, coordinators and billing staff spend hours normalizing records instead of processing enrollments. This flow captures each submission, assigns a business ID, normalizes date and email fields, and writes structured records plus spreadsheet rows so teams can prepare enrollments and invoices the same day.

Create business intake records and populate spreadsheet rows