Intake operations

Prototype demonstration

Lead capture & profiling

Capture an email first, then collect useful context across a short follow-on survey.

3 screensfor progressive profiling after sign-up. This describes the prototype structure, not client performance.

System path

  1. 01Capture email
  2. 02Log & notify
  3. 03Ask follow-ups
  4. 04Update same row
Capture
Record
Notify

A sign-up with context attached

The working problem

A single-field sign-up leaves the team without enough context to understand why someone joined or what they need.

The build approach

The form records the initial sign-up in Google Sheets, notifies Slack, then uses three further screens to collect background, interests, and beta opt-in. Answers update the original row using an execution ID.

What the build doesOne record holds the sign-up and follow-on answers, while the team sees the new entry without manually reconciling survey rows.

Explore further

See how another workflow handles its next step.

A 20-minute business call

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