Create intake cases from updated spreadsheet rows instantly

Your spreadsheet intake rows for tax relief leads often require manual copying into case systems, delaying triage and missed outreach. You get cases created for triage the same day.

Overview

Spreadsheet-led intake often stalls because rows sit waiting for manual processing, which costs outreach windows and salesperson time. This flow posts qualifying rows into your intake system so program coordinators can triage leads and start outreach the same day.