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Create client intake task from meal form responses

Create client intake task from meal form responses

Your meal plan form responses sit in a sheet without an owner, stalling coach preparation. Get intake tasks and stored response files so coaches can begin planning within one business day.

Create client intake task from meal form responses

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Overview

Untriaged form responses slow down coach prep and delay client kickoffs. This flow converts each meal plan submission into a stored response file and an intake task, so program coordinators and coaches can begin planning within one business day.

Create client intake task from meal form responses