Always on
Intake processor
Reads forms and documents and files the data where it belongs.
Operations
Operations
Process intake forms on arrival
Forms are read, checked, filed into every system, and followed up, with exceptions sent to a person.
- saved per coordinator weekly
- 2 days
- complete on first pass
- 99%
- fewer no-shows
- 38%
The problem
Why teams automate this
Coordinators re-key the same details into three systems, and incomplete records cause follow-up calls.
The run
One run, step by step
TriggerForm submitted
- 1Read the form
Every field, including attachments.3s - 2ValidateChecks details against your rules.2s
- 3Update systems
Creates records where they belong.5s - 4Book the follow-up
Finds a slot and sends the invite.4s
Tools used
- Gmail
- Google Sheets
- Google Calendar
Template
Start from this template
Everything in this use case is ready to go as a template. Connect your apps and adjust it in plain language.
Open the template
Read Fernhaven’s story“Our coordinators were drowning in intake forms. Now agents prepare every file and schedule follow-ups, and our team focuses on patients.”
Robert ChenHead of Operations, FernhavenMore use cases
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