Create website intake record and client asset folder
Create website intake record and client asset folder
Your website intake form submissions arrive unstructured and slow production handoffs. Save submissions to a tracker, create a client folder, and show the recommended template same day.
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Overview
Intake submissions that sit in inboxes delay website production and waste time. This workflow captures each form submission into your trackers, creates a client asset folder, and pings production with a recommended template so teams can act the same day. It removes manual copy/paste and gets templates assigned faster for predictable handoffs.