- AI-Agent
- Ready to Run
Add Intake Submissions
Check intake forms and add valid responses to your tracking table
Use this Agent instantly or customize it - no programming needed
- Form submissionForm submission
Your submitted form supplies the answers and intake response ID for this run.
- Intake rulesIntake rules
Your rules set the required answers, identifier, and tracking column mapping.
- Existing tracking rowsExisting tracking rows
Your tracking rows show whether this identifier already exists and where to find it.
- Owner email addressOwner email address
Your chosen address tells the Agent where to send each import result.
Your online database receives forms, manages tracking rows, and emails your owner.
- Intake resultIntake result
Your intake response shows its row link, correction reason, or failure to retry.
- Owner emailOwner email
Your chosen owner gets the import count and a row link or correction details.
- Intake resultIntake result
Your intake response shows its row link, correction reason, or failure to retry.
- Owner emailOwner email
Your chosen owner gets the import count and a row link or correction details.
- Tracking rowTracking row
Your tracking table gains one row made from the valid form answers.
- Intake resultIntake result
Your intake response shows its row link, correction reason, or failure to retry.
- Owner emailOwner email
Your chosen owner gets the import count and a row link or correction details.
This Agent starts when someone submits your intake form. It checks required answers and duplicate identifiers, then adds a valid row or flags corrections. You get an email with the count and result.
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monday.comUsed as:
- Online database
monday.com receives forms, manages tracking rows, and emails your owner.
ZoomUsed as:
- Online database
Zoom receives forms, manages tracking rows, and emails your owner.
Microsoft Office 365Used as:
- Online database
Microsoft Office 365 receives forms, manages tracking rows, and emails your owner.
PodioUsed as:
- Online database
Podio receives forms, manages tracking rows, and emails your owner.
Jotform EnterpriseUsed as:
- Online database
Jotform Enterprise receives forms, manages tracking rows, and emails your owner.
Made for your industry
Add Intake Submissions is made for businesses in these industries.
- Staffing and Recruiting
Check candidate intake forms before adding them to the working list.
Show all Agents for the Staffing and Recruiting industry - Healthcare
Check patient intake forms before adding them to the tracking table.
Show all Agents for the Healthcare industry - Government
Check public intake forms before adding valid requests to the tracker.
Show all Agents for the Government industry - Legal Services
Keep incomplete client intake forms out of the tracking table.
Show all Agents for the Legal Services industry - Education
Check student intake forms for missing answers and repeat IDs.
Show all Agents for the Education industry - Insurance
Flag missing answers on intake forms before adding valid entries.
Show all Agents for the Insurance industry - Nonprofit Organizations
Keep program intake lists clear of incomplete or repeat submissions.
Show all Agents for the Nonprofit Organizations industry - Social Services
Add complete client intake forms and flag answers that need fixing.
Show all Agents for the Social Services industry
Made for your role
Add Intake Submissions is made for people in these roles.
- Recruiting Coordinator
Flag incomplete candidate forms and duplicate identifiers.
Show all Agents for the Recruiting Coordinator role - Operations Coordinator
Add valid intake forms to the tracking table and report the result.
Show all Agents for the Operations Coordinator role - Intake Coordinator
Flag missing answers and repeat IDs on new intake forms.
Show all Agents for the Intake Coordinator role - Admissions Officer
Check submitted answers before adding applicants to the tracker.
Show all Agents for the Admissions Officer role - Data Coordinator
Keep duplicate identifiers out of the tracking table.
Show all Agents for the Data Coordinator role - Case Coordinator
Check client intake forms before adding them to the case tracker.
Show all Agents for the Case Coordinator role - Data Entry Clerk
Add complete form responses and mark the ones needing correction.
Show all Agents for the Data Entry Clerk role - Program Coordinator
Add valid program intake forms and flag corrections for the owner.
Show all Agents for the Program Coordinator role
Made for your department
Add Intake Submissions is made for people in these departments.
- Recruiting
Keep repeat candidate identifiers out of the intake tracker.
Show all Agents for the Recruiting department - Operations
Keep the intake tracking table current with valid submissions.
Show all Agents for the Operations department - Intake
Mark forms that need corrections before they enter the tracker.
Show all Agents for the Intake department - Data Operations
Check required answers and IDs before importing form responses.
Show all Agents for the Data Operations department - Admissions
Flag incomplete applicant forms and report which entries were added.
Show all Agents for the Admissions department - Case Management
Add complete client intake forms to the case tracking table.
Show all Agents for the Case Management department - Programs
Track valid program intake forms and surface corrections.
Show all Agents for the Programs department
How Add Intake Submissions works
4 steps, in order, on every run.
-
Check required answersCheck the answers and identifier against the fields you require. Flag missing or unusable details for correction.
-
Find duplicate identifiersLook for the submitted identifier in your tracking table. Flag any match and include the existing row link for review.
-
Add valid responsesMap a valid response to your tracking columns. Add its row and save the accepted status and row link on the intake response.
-
Send the import resultEmail the owner a count of one with the new row link, or zero with the corrections needed. Mark failed additions or emails for follow-up.
How to Get Started
Connect the tools you already use, such as monday.com, Zoom or Microsoft Office 365.
5 tools
- Choose the intake form and its response table, a separate tracking table in the same workspace, and the owner email address.
- Map form answers to tracking columns, name the required answers and identifier field, and choose the correction status field on intake responses.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Add Intake Submissions:
Yes. You choose the required answers, identifier field, and how form answers map to your tracking columns.
The tracking table stays untouched. The intake response shows the correction reason and existing row link, and the owner gets an email.
The intake response stays marked for follow-up with the specific failure. Your coordinator can review it before retrying to avoid a duplicate.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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