Create intake cases and assignment items from sheet
Create intake cases and assignment items from sheet
Your intake spreadsheet rows can fail to create cases, leaving leads untriaged and attorneys missing intake context. It delivers cases and assignment items to intake coordinators for same-day triage.
Overview
When intake rows fail to turn into cases, leads sit idle and triage queues grow. This flow converts each qualifying row into a case and creates an assignment item so intake coordinators can act same day and keep workflows moving.