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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.

Update master sheet and copy new intake files

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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.

Update master sheet and copy new intake files