Create property report task from new lead row

Your lead spreadsheet rows lack routing, leaving brokers unsure who handles property reports and delaying follow-up. Assigned, context-rich tasks get reports completed same day.

Overview

Leads sitting in sheets should turn into work, not admin. This flow converts each qualifying lead row into an assigned property-report task and pings management and on-call staff the moment a row appears. Your team gets context-rich tasks and alerts so property reports finish same day.