Create intake rows from qualifying project sheet updates
Create intake rows from qualifying project sheet updates
Your intake sheet contains unflagged client rows that leave onboarding tasks untriaged. It creates clean intake rows for project coordinators so handoffs happen same day.
Overview
Missed or unflagged intake rows stall onboarding and force manual copying across sheets; this flow routes qualifying updates into a single intake worksheet. Project coordinators get clean, actionable intake items for same-day triage and handoff.