Automated Quotation & CRM System
Google Forms
→
Sheets
→
Docs
→
PDF
→
Gmail
Auto-generates unique quote numbers, produces PDF documents via Apps Script, tracks status in Sheets, and delivers to clients via Gmail — all triggered on form submission.
Apps Script
CRM
PDF Generation
Drive
YouTube Analytics Reporting Pipeline
YouTube API
→
Apps Script
→
Sheets
→
Looker Studio
Daily automated data pull from YouTube Analytics API into a Sheets data warehouse, powering a live Looker Studio dashboard for channel performance reporting.
YouTube API
Looker Studio
REST API
JSON
Facebook Ads Performance Dashboard
Facebook Ads
→
OAuth Token
→
Partner Connector
→
Looker Studio
Connected Facebook Ads to Looker Studio via OAuth token and partner connector. Live dashboard shows campaign spend, reach, CPM, CTR, and results — no manual exports needed.
Facebook Ads API
OAuth Token
Looker Studio
Marketing Analytics
Google Ads & Analytics Performance Report
Google Ads
→
Google Analytics
→
Native Connectors
→
Looker Studio
Multi-page Looker Studio report connected to Google Ads and Analytics via native connectors. Features Week-over-Week, Month-over-Month, and Year-to-Date views across separate report pages.
Google Ads
Google Analytics
Looker Studio
WoW · MoM · YTD
Closer & Setter EOD Data Pipeline
Airtable Form
→
Zapier
→
Google Sheets
→
Looker Studio
My role: daily monitoring, data cleaning, and structuring of EOD sales data (cash collected, payments, commissions) submitted by closers and setters — then building and maintaining the Looker Studio performance report.
Airtable
Zapier
Data Cleaning
Looker Studio
Commissions
Upcoming & Delayed Payments Tracker
Installment Tracker
→
Apps Script
→
Upcoming / Delayed
→
Slack + Looker Studio
Apps Script reads the master installment tracker, calculates payment aging, and auto-routes clients: 0–90 days due → Upcoming sheet, 1+ days overdue → Delayed sheet + Slack follow-up alert. Paid entries are auto-removed. Two separate Looker Studio dashboards for each sheet.
Apps Script
Slack Webhook
Looker Studio
Aging Logic
Finance
Payment Performance Dashboard
Payment Tracker
→
Google Sheets
→
Looker Studio
Looker Studio dashboard using a Google Sheets payment tracker as data source. Visualizes total payments, collected amounts, pending balances, and payment status — centralized, real-time, no manual checking needed.
Looker Studio
Google Sheets
Financial Reporting
Data Visualization
Financial Dashboard & Profit/Loss Reporting
Income + Expenses
→
Google Sheets
→
P&L Dashboard
Google Sheets dashboard consolidating income, expenses, net cash collected, and profit/loss. Monthly and quarterly performance tracking with automated calculations — business performance visible in one place.
Google Sheets
P&L Reporting
Monthly · Quarterly
Financial Dashboard
Webhook & Notification Automation
Trigger Event
→
Apps Script
→
Webhook
→
Slack
Real-time Slack notifications triggered by workflow events via webhook integrations. Eliminates manual status updates and keeps teams in sync automatically.
Webhooks
Slack
REST API
Real-time
AI-Powered Workflow Automation
Apps Script
→
ChatGPT API
→
Gmail draft
Integrating ChatGPT API with Google Apps Script for AI-assisted email drafting and intelligent business workflow automation. Actively expanding this capability.
ChatGPT API
AI Integration
Gmail
Learning
Lead Management & Follow-Up Automation System
Airtable Form
→
Airtable Leads DB
→
Zapier
→
Google Sheets
→
Gmail Notification
→
Follow-Up Reminder
End-to-end lead management system built from scratch. Designed an Airtable database with a custom lead capture form (Name, Phone, Email, Service Requested) and a 5-stage pipeline: New → Contacted → Estimate Sent → Won → Lost. Automated lead syncing to Google Sheets via Zapier for backup logging, plus Gmail instant notifications on every new submission. Built a follow-up reminder Zap with conditional logic — filters leads by Status=New and Follow Up Count ≤ 2, calculates day of week to skip weekends, and auto-updates Follow Up Count and Last Follow-up Date in Airtable after each reminder is sent.
Airtable
Zapier
Google Sheets
Gmail
Lead Tracking
Pipeline Automation
Follow-Up Logic
Conditional Paths
Facebook & Google Ads Client Reporting
Ad Platforms
→
Google Sheets
→
ActiveCampaign API
→
Client Reports
Managed weekly Facebook and Google Ads performance reporting for a portfolio of 40 client accounts (12–15 active). Tracked ad spend, leads, cost-per-lead, CTR, CPM, ROAS, and LTV in Google Sheets. Integrated the ActiveCampaign API for one client to automatically pull monthly and annual sales data per campaign. Built an internal tracker to manage the reporting pipeline across all accounts, ensuring no client report was missed.
Google Sheets
ActiveCampaign API
Facebook Ads
Google Ads
Client Reporting