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Create intake case from spreadsheet row and notify intake

Create intake case from spreadsheet row and notify intake

Your intake sheet often has untriaged rows, leaving coordinators unaware of new worker-comp inquiries. Create case records and alert your intake team so follow-up happens same day.

Create intake case from spreadsheet row and notify intake

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Overview

When intake rows slip through, coordinators miss same-day contact with prospects and outreach stalls. This flow turns new spreadsheet rows into case records and immediate intake emails so your team can reach new leads the same day.

Create intake case from spreadsheet row and notify intake