Automation Workflow IntakeAutomation Workflow Intake Workflow NameA quick name so we both know what this is. Doesn’t need to be fancy.PriorityLowMediumHighHow important is this right now? High = do it first, Low = can wait.Deadline MM slash DD slash YYYY When do you need this done by? Leave blank if flexible.Goal/Why?Why you want this built. What outcome are you trying to get?Trigger Source and FormatWhat starts the process? Tell me where the info comes from and how (e.g., form fill, email, button click).Systems Updated/OutputsWhat should be affected or updated when this runs? Does this update a CRM, Google Sheet or exactly what?Expected Input FieldsField Name (what will this field be called?)Field Type (explain the field and what it does) Add RemoveINSTRUCTIONSEnter each input — provide a Field Name and a Field Type. Click the + to add another field. Examples: First Name → Text Field for the first name Date of Birth → Date Field (MM/DD/YYYY) Profile Picture → File Upload (.jpg, .png) Lead Status → Drop Down (New, Contacted, Lost, Won) Expected Output FieldsField NameField Type Add RemoveInstructionsDefine the outputs — for each row, specify where the data should go or how it will be used when the workflow runs. Enter the Field Name (what the data is) and the Field Type (the destination/action). Click the + to add another output. Examples: Email → Add to CRM as contact email (create/update) Phone Number → Update CRM contact phone Lead Status → Move deal to “Qualified” in the pipeline Full Name → Append a row in Google Sheet “Leads” Appointment Date → Create a Google Calendar event Profile Picture → Upload file to Drive/Folder and save link If a specific list, sheet/tab, pipeline stage, folder, or API endpoint is required, include its exact name or ID. TransformationsAnything special? e.g., split full name into first/last? Convert dates to a different format?Notifications To Be SentShould someone get an email when this runs?Error HandlingIf it doesn’t work, what should happen? Examples: try again, send me a warning, skip it.Sample PayloadGive us an example of real data so we can test it. Just write what a typical submission looks like.Files, Images or Screeshots Drop files here or Select files Max. file size: 256 MB. To help explain the project betterI approve this scope as written Yes, I’ve reviewed and okay to start Check this to confirm you agree with what’s written and have provided what’s needed.
