Create name-check task from new company formation CSV upload
Create name-check task from new company formation CSV upload
Your company formation CSV uploads arrive unstructured and delay name availability checks and client intake. It creates a tracked name-check task and notifies the owner so checks start same day.
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Overview
When formation CSVs land in your drive, intake often stalls while someone manually creates a work item. This flow converts the upload to a sheet, creates a tracked board item, and notifies the owner so name checks start the same day.