Higher education sales ops: capture applicants into tracker

Sales ops miss applicant fields in email, causing inconsistent intake and processing delays. It pulls applicant details into a shared spreadsheet so coordinators can review applications faster.

Overview

Admissions pipelines stall when applicant details get buried in inboxes and manual entry creates processing bottlenecks. This workflow captures application fields into a shared tracker, eliminating missed entries so coordinators can start review immediately and response times drop dramatically.

Notable Features

Extract applicant fields from email
Add standardized rows to spreadsheet
Notify coordinators of new entries