Create referral board items from qualifying sheet rows
Create referral board items from qualifying sheet rows
Your referral spreadsheet rows often sit unprocessed, leaving intake staff unsure which contacts need action. This creates board items so your coordinators can prioritize outreach same day.
Overview
When high-volume referrers sit in a spreadsheet, intake work stalls and timely outreach is missed. This flow converts qualifying rows into actionable board items for your coordinators, enabling prioritization and same-day outreach.