Create intake CSV file and alert intake coordinators
Create intake CSV file and alert intake coordinators
Your intake form submissions create scattered client fields and large attachments. It generates a CSV, saves it to a shared folder, and alerts coordinators for same-day import.
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Overview
Intake submissions often arrive as unstructured responses and scattered files, forcing manual prep before case import. This flow standardizes every submission into a ready-to-import CSV, stores it centrally, and notifies coordinators so imports happen same day.