Create standardized case records from intake sheet rows
Create standardized case records from intake sheet rows
Your intake spreadsheet rows lack structured case records, blocking timely triage and assignment. This creates standardized case items so your team can triage and assign work the same day.
Overview
Intake rows without structure make triage slow and create follow-up gaps for partners and case managers. This flow standardizes each incoming row into a case item and prevents duplicates so your team can triage and assign work the same day.