video1.0<iframe src="https://www.loom.com/embed/38738c0cb91e4b4babae46e5340ce92f" frameborder="0" width="1670" height="1252" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12521670Loomhttps://www.loom.com12521670https://cdn.loom.com/sessions/thumbnails/38738c0cb91e4b4babae46e5340ce92f-1567eced2c74646a.gif677.847This Loom demonstrates building a simple intake dashboard for a CPA workflow by linking to a Google Drive folder to track how ready each client is to file taxes. The speaker explains that, in practice, they wait until about 70 to 80 percent of requested documents are received before starting a return, using live syncing via a Google Drive Connector for long-term use. The demo uses a subset of three clients, reading each client’s tax organizer checklist and comparing it to the actual received documents by identifying files based on content rather than file names. It then calculates percent received, identifies missing documents, and creates an internal Cowork artifact with percentage received, recommended action, and important notes.