Create intake rows from new spreadsheet entries for projects
Create intake rows from new spreadsheet entries for projects
Your intake spreadsheet rows include uncategorized or duplicate project requests, which slow triage. They become clean, categorized tracker rows so coordinators can assign work the same day.
Overview
Intake rows often arrive messy and duplicated, forcing coordinators into manual cleanup instead of delivery. This flow converts new spreadsheet entries into deduplicated, categorized tracker rows so project managers can assign and prioritize work the same day.