I am trying to create a workflow where when a customer is interested in our services and filled out an inquiry form, their information is placed in a new excel workbook or worksheet with dynamic content (like customer name) as the workbook/sheet title and then input the information to view in a portrait summary rather than the typical table format. This is so we can give the snapshot to the next person to review before reaching back out to connect with the inquiring customers. We then use this document to track other things from outside medical entities that are not things we will track in the table format.
I'm having trouble creating this automation within flow. Could anyone be able to help me create this flow?