Workflow

Universal Intake → Work Pack Router

Turns messy intake requests into a structured Work Pack with category, priority, summary, action items, routing, and confirmation message. Trigger via webhook and get clean JSON back. Ideal for support, ops, sales, recruiting, legal, finance, or engineering intake. Includes optional Slack/Sheets/Gmail nodes.

LaShae Turner

Last updated

February 23, 2026

Connectors used

Slack
Google Sheets
Google Mail

Tags

intakeroutingtriagewebhookwork-managementoperationssupport

About this Template

Turns messy intake requests into a structured Work Pack with category, priority, summary, action items, routing, and confirmation message. Trigger via webhook and get clean JSON back. Ideal for support, ops, sales, recruiting, legal, finance, or engineering intake. Includes optional Slack/Sheets/Gmail nodes.

Created by LaShae Turner

This workflow template was created and shared by LaShae Turner as part of the Needle community templates program.

How to Use

  1. Click "Use Template" to add this workflow to your account
  2. Connect the required integrations
  3. Customize the workflow to fit your needs
  4. Enable the trigger to start automating!

*This is a community-contributed template.

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