Create intake record and move consult notes to archive
Create intake record and move consult notes to archive
Your consult notes arrive unnamed in Drive, scattering intake details and delaying follow-up. The workflow creates a client lead, renames and files the note, and logs an intake row for same-day follow-up.
Overview
When consult PDFs pile up unnamed, intake stalls and client outreach is delayed. This flow extracts client details, renames and files each note, and pushes a lead so coordinators can begin outreach the same day.