Create intake lead and email intake details to staff

Your intake records lack context, leaving call center and case teams unsure how to triage leads. You receive structured lead records and a formatted intake summary emailed to coordinators same day.

Overview

New intake rows should become actionable leads, not manual chores. This flow turns table entries into structured lead payloads and delivers a concise summary to intake coordinators within minutes, enabling same-day triage and fewer missed consultations.