Automation menu

Customers or agents submit orders through a simple form. Each order lands in your sheet with a timestamp, and the customer gets an acknowledgment.

Typical tools: Google Forms or Microsoft Forms, Sheets or Excel, email

Pick a customer and items, get a numbered, branded PDF quote that's saved and emailed in one step.

Typical tools: Sheets or Excel, Docs, Drive, email

Agents get a reminder when a quote has had no reply after a set number of days, so deals don't go quiet.

Typical tools: Sheets, email or chat notifications

Sales by agent, region and product, assembled from your source files and emailed every Monday morning.

Typical tools: Sheets or Excel, Looker Studio, email

When any product falls below its reorder point, the right person gets an email listing what to order.

Typical tools: Sheets or Excel, email

Every delivery, sale and adjustment is recorded with who and when, keeping a running balance per product.

Typical tools: Forms, Sheets, Apps Script

Delivery receipts are logged as they come back, with unsigned or missing ones flagged for follow-up.

Typical tools: Forms, Sheets, Drive

Fill in a row, get a numbered invoice PDF emailed to the customer and logged, with no copy and paste.

Typical tools: Sheets, Docs, Drive, email

Receivables aging updates as payments are recorded, and polite reminders go out on a schedule until each invoice is paid.

Typical tools: Sheets, email

Staff submit expenses with a photo of the receipt. Approvers get an email, and approved items are logged for accounting.

Typical tools: Forms, Sheets, Drive, email

Staff request leave through a form, managers approve by email, and the calendar and leave balances update.

Typical tools: Forms, Sheets, Calendar, email

Adding a new hire creates tasks for HR, IT and the manager, with reminders until each one is done.

Typical tools: Sheets, email, Calendar

Weekly timesheets from many files are combined into one summary, with missing entries flagged.

Typical tools: Sheets or Excel, Drive

Contracts, certificates and letters are filled in from your data and saved as PDFs, one or a hundred at a time.

Typical tools: Docs or Word, Sheets, Drive

Fields from purchase orders and invoices are pulled into a sheet. Anything the system isn't sure about goes to a person to check.

Typical tools: Drive, Sheets, AI-assisted extraction with review

Attachments from a shared mailbox are saved to the right folder with consistent file names.

Typical tools: Gmail or Outlook, Drive or OneDrive

Website and email inquiries are sorted by type, assigned to the right person and acknowledged automatically.

Typical tools: Forms, email, Sheets

Drafts answers from your approved FAQ and policies. A person always reviews before anything is sent.

Typical tools: Email, Docs, AI with human review

A short survey goes out after each delivery, and low scores are flagged to a manager the same day.

Typical tools: Forms, Sheets, email

Bookings land straight in your calendar, with confirmation and reminder emails to the customer.

Typical tools: Forms, Calendar, email

Each morning, every driver gets their delivery list built from the order sheet.

Typical tools: Sheets, email or chat notifications

Permits, contracts, subscriptions and maintenance dates are tracked, with reminders well before they're due.

Typical tools: Sheets, Calendar, email

Orders from Shopify or other online stores are copied into your order sheet automatically, using their official connections.

Typical tools: Store APIs, Sheets

Invoices or payments move between your accounting software and your reports without exports and imports.

Typical tools: Accounting APIs, Sheets

Stop typing the same customer or order into two systems. Data moves between them through APIs or webhooks.

Typical tools: REST APIs, webhooks