Send new intake notifications to your team channel

Your client intake form responses sit unread, delaying billing setup and engagement onboarding. The team sees new responses in your channel so onboarding and invoicing can begin same day.

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Overview

When intake responses sit in a sheet, billing and engagement teams wait to start work and invoices get delayed. This workflow routes each new response straight into your operations channel so partners and billing staff get context and can begin onboarding and invoicing the same day.