Skip to content

Create intake record and store supporting files for requests

Your supervised-driving form submissions arrive without stored attachments or a tracking row, causing manual follow-up. They become sheet rows with file links so coordinators can triage same day.

Create intake record and store supporting files for requests

Workflow preview:

Zap details:

Overview

When supervised-driving requests arrive without attachments or tracked records, coordinators spend time chasing files and scheduling slips. This flow captures submissions, stores documents, and logs a tracking row so your coordinators can triage and schedule candidates same day.

Create intake record and store supporting files for requests