Create client intake rows and alert owners same day
Create client intake rows and alert owners same day
Your intake payloads often miss self-assessment answers, leaving client records untriaged. The flow logs each submission to a central sheet and notifies the assigned owner so they can act same day.
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Overview
Intake payloads that arrive incomplete create manual work and slow down triage. This flow captures each submission into a central intake sheet and pings the assigned owner so issues are visible and handled same day. It turns scattered webhooks into actionable, auditable handoffs.