Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Book incoming consultation requests with an available team member.
Your meeting requests become round robin bookings, with an available host named in the confirmation email.
Match new meeting requests to an eligible host and open times.
Your coordinator gets a short list of available times and the right booking link in the request conversation, ready to share.
Export each closed intake window with every submission preserved.
Get a downloadable CSV after your form closes, with the entry count in its name and missing answers and possible repeats flagged for review.
Flag missing answers and repeat IDs on new intake forms.
Keep your tracking table focused on valid form responses, with an email explaining what was added or what needs fixing.
Draft replies that clarify what a new inquirer needs.
Get a reply draft in the original email conversation when you're unsure what to say, with the earlier exchange taken into account.