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Create onboarding record from form submission and store files

Create onboarding record from form submission and store files

Your registration submissions and uploaded files arrive untracked, slowing onboarding. It logs each submission and links stored files so coordinators can act the same day.

Create onboarding record from form submission and store files

Overview

New school registration submissions often land without a unified record or accessible files, delaying onboarding and outreach. This flow captures each submission into a central intake log, links stored Drive files, and parses checklist flags so sales ops and onboarding coordinators can act the same day.

Create onboarding record from form submission and store files