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Create case intake leads and notify intake team

Create case intake leads and notify intake team

Your case intake submissions arrive in a table without normalized contact or incident dates, leaving intake coordinators without context for triage. Leads are created and the intake team notified same day.

Create case intake leads and notify intake team

Overview

Intake rows that arrive unstandardized create manual work and slow client outreach for your coordinators. This workflow captures rows as normalized leads in your case system and alerts the intake team, enabling same-day triage and faster client contact.

Create case intake leads and notify intake team