Populate parsed contact and service fields from rows
Populate parsed contact and service fields from rows
Your intake rows often miss parsed phone, name, or requested service, leaving coordinators without clean contact data. The workflow fills those fields so coordinators can contact patients same day.
Overview
Raw messenger text in your intake sheet slows down booking and creates manual work for coordinators; cleaning that data reduces follow-up delays. This flow extracts name, phone, email and requested service into the row and alerts your team, enabling same‑day patient contact.