Create intake doc and client record from sheet
Create intake doc and client record from sheet
Your phone enquiry rows arrive unstructured, making clinician prep inconsistent and slowing booking follow-up. This creates a ready intake document and client record so you can triage enquiries same day.
Overview
When phone enquiries sit as raw rows, clinicians lack context and booking follow-ups slow down. This flow generates a filled intake document and a linked client record automatically so your clinician or intake coordinator can triage and act same day.