Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Check emailed requests and confirm each valid table entry by ID.
Turn emailed entry requests into database rows, with a reply that confirms the ID or tells the sender what to fix.
Place the roster CSV and rows needing review in the handoff folder.
You get a clean CSV from revised Excel rosters, plus a matching list of rows to correct in your shared handoff folder.
Add valid intake forms to the tracking table and report the result.
Keep your tracking table focused on valid form responses, with an email explaining what was added or what needs fixing.