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Client Intake Desk

Your new-client intake, captured and tracked from first contact.

Watches your Gmail for new inquiries and logs each one to a Google Sheet with the details captured and the conflict check flagged. It turns scattered intake emails into one orderly desk — every prospective client tracked from hello to engaged.

What it builds for you

  • New client inquiries pulled from your inbox
  • Each intake logged to your Google Sheet, structured
  • Conflict-check and missing-info flags raised
  • A pipeline from inquiry to engaged client

Connects to

gmailgoogle-sheets

How it works

  1. Customize it

    One tap opens Sauna and it gets to work building Client Intake Desk around you.

  2. Connect your tools

    Link Gmail, Google-sheets — connect once and it has what it needs.

  3. It keeps running

    Live data and scheduled syncs keep it current — no upkeep from you.