Business Situation
The problem before automation.
- Operational data was captured in sheets but output preparation was manual.
- Users needed simple forms and controlled lists without a complex custom app.
- Document generation and summaries needed to follow a fixed format.
- The business wanted ownership of the sheet and script logic.
Solution approach.
- Structured the workbook with clean input, reference and output areas.
- Added Apps Script automation for calculations, document preparation and PDF output.
- Created safer update logic so formulas and validations could be preserved.
- Aligned the solution with day-to-day Google Workspace usage.
Business result.
- Faster document and summary generation.
- Less risk of users breaking formulas or formats.
- A maintainable backend for future AppSheet or reporting use.
- Improved visibility for operations and management.