AI-Agents for Intake Coordinators working with Google Drive
Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.
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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