Update master sheet and copy new intake files
Update master sheet and copy new intake files
Files dropped in the shared intake folder often go untracked, creating billing and onboarding delays. The workflow copies the file, updates your master tracker, and notifies coordinators same day.
Workflow preview:
Zap details:
Overview
Untracked intake files create billing delays and slow externship placement; this flow centralizes file storage, updates the master tracker, and pings coordinators so work starts the same day. Program coordinators and billing staff get a single authoritative record and faster processing.