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Create onboarding row from referral emails for intake

Create onboarding row from referral emails for intake

Your referral emails contain unstructured intake details that stall coordinators. It extracts key fields and adds a spreadsheet row so coordinators can triage cases same day.

Create onboarding row from referral emails for intake

Overview

Manual intake from referral emails ties up coordinators and delays onboarding. This flow extracts names, IDs, contact details and language from inbound referrals and writes ready-to-action rows into your intake sheet so coordinators can triage and schedule same day.

Create onboarding row from referral emails for intake