AI-Agents for Intake Coordinators in Request Intake working with Google Contacts
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Send Client Welcome Email
Send client welcomes when intake is complete and flag gaps to the owner.
Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.
Works with
24 tools
24 tools
Export Form Entries
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.
Works with
28 tools
28 tools
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