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Create case records from uploaded spreadsheet into table

Create case records from uploaded spreadsheet into table

Your spreadsheet case intake sits unprocessed and delays client onboarding and assignment. Intake rows become structured case records so project managers can triage the same day.

Create case records from uploaded spreadsheet into table

Overview

Stop intake spreadsheets from sitting unprocessed and delaying onboarding; this flow captures spreadsheet rows into structured records and routes them for triage. Project managers and intake coordinators get usable case data same day for assignment and follow-up.

Create case records from uploaded spreadsheet into table