video1.0<iframe src="https://www.loom.com/embed/0a49295262d745af8c424e2f890363bc" frameborder="0" width="1146" height="859" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>8591146Loomhttps://www.loom.com8591146https://cdn.loom.com/sessions/thumbnails/0a49295262d745af8c424e2f890363bc-47a1b056a8844084.gif213.33600000000004This Loom explains an intake automation workflow that turns new client inquiries into organized, actionable information for faster follow-up. Using a Google Form or existing website contact form, the client submits details including email, name, preferred contact method, phone number, best contact time and days, a brief description, urgency, and whether they have worked with the office before. When submitted, the information is automatically populated into a linked Google Sheet and an AI-generated summary provides urgency, suggested next step, and a draft reply, while a ready-to-review intake summary is emailed to the office. The example includes John Smith with medium urgency about back pain for a week, suggesting scheduling for Sunday or Monday evening and including a draft email response.