Send intake approval request to program coordinators channel
Send intake approval request to program coordinators channel
Your intake emails with form submissions sit untriaged in the inbox, delaying approvals and client scheduling. Send structured approval alerts to your intake team so approvals happen the same day.
Overview
Stop intake emails getting buried in shared inboxes and create a clear approval signal for your coordinators. By extracting key fields and posting a templated approval request, your team can approve and schedule clients the same day, cutting manual follow-ups.