Log new application files to intake sheet and notify
Log new application files to intake sheet and notify
Your application PDFs arrive in a shared folder unlogged, so agents and coordinators can't track intake and reviews stall. Create a sheet row for each file so intake can start same day.
Overview
Unlogged application PDFs create hidden work and slow reviews for agents and transaction coordinators. This workflow writes a searchable intake row for each new file so your intake team can start processing submissions the same day.