Send formatted intake summaries to intake team inbox

You receive intake records and raw notes from voice captures and web forms that slow case assignment. Deliver formatted intake summaries to coordinators for same-day review and prioritization.

Overview

Raw intake notes and voice transcriptions make case triage slow and error-prone; this flow turns each new or updated intake into a single, readable summary for your intake coordinators. It delivers the summary by email and posts qualified records to your CRM so new clients are actioned the same day.