Create client check-in records from new spreadsheet rows
Create client check-in records from new spreadsheet rows
Spreadsheet check-in rows lack linked contacts, leaving coordinators without engagement context. It creates or updates contacts and logs check-ins so coordinators have same-day engagement context.
Overview
When spreadsheet check-ins aren't linked to contacts, coordinators waste hours reconciling records and miss timely follow-up. This flow finds or creates contacts and logs every check-in automatically so operations and program coordinators have same-day engagement history for reporting and outreach.