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Create client entries from website briefs into intake table

Create client entries from website briefs into intake table

Your website brief Word files hide client contact and audience details, slowing onboarding and outreach. Extracted profiles are added to your intake table for immediate use same day.

Create client entries from website briefs into intake table

Overview

If website brief Word files sit unstructured, your reps waste time pulling contact and targeting details. This flow extracts those fields and populates your intake table so account managers can begin outreach and onboarding the same day.

Create client entries from website briefs into intake table