Send intake email for new client enquiry rows
Send intake email for new client enquiry rows
Your client enquiry spreadsheet rows arrive without notification, causing missed intake and delayed case triage. You receive a complete intake email so cases are triaged and assigned the same day.
Overview
Intake rows in your sheet can sit unnoticed and delay triage, frustrating clients and clogging queues. This flow converts each new row into a formatted intake email within minutes so coordinators can triage and assign cases the same day.