Google Workspace Automation Setup
Budget: $250 – $750 USD
I already designed the backbone of my Accelerator Program in Google Forms, Sheets and Slides; now I want it to run itself. Every form submission should flow straight into the master Google Sheet, instantly refresh the metrics that populate my Google Slides pitch deck, and fire off an email or in-app notification— all in real time, not on a daily or weekly delay.
Strategy Accelerator into a plug-and-play, automated consulting engine that delivers consistent audits, analytics, and presentations for every client.
OVERVIEW — SYSTEM FLOW
CLIENT → FORM → LINKED SHEET (AUTO-SCORES) → MASTER DASHBOARD → PRESENTATION
The 5 Forms capture all client data:
Health Audit
Competitive Positioning Map
Technology Stack Blueprint
Marketing Funnel Design
90-Day Action Plan
Each form feeds into a linked Google Sheet dashboard that scores, summarizes, or structures their responses.
Once all five are completed, data is pulled into a Master Summary Sheet and summarized in a Google Slides deck for the final presentation.
Here are the steps we are looking for
STEP 1 — SETUP & LINKAGE
Import the Forms
Open each .html file using the “Form Builder for Docs” method.
Theme each one with:
Header color: #08263F
Accent: #396353
Background: #FAFAF4
Logo: logo URL
Add confirmation message:
Link Each Form to Its Dashboard Sheet
In each form, go to Responses → Link to Sheets → Select Existing Spreadsheet → Choose matching dashboard file from /Sheets/
STEP 2 — SET UP THE MASTER SUMMARY DASHBOARD
STEP 3 — AUTOMATION VIA GOOGLE APPS SCRIPT
STEP 4 — POPULATE THE PRESENTATION DECK AUTOMATICALLY
You will receive:
• the existing forms, sheets, slide templates and a written flowchart of the process
• field mappings, named ranges and the draft email copy
We have the app script but I’m looking for a review of our Apps Script (or equivalent Workspace automation) that:
1. Captures every new form response and appends it to the correct sheet without overwriting formulas.
2. Pushes updated cell values or charts into pre-defined placeholders in Google Slides the moment they change.
3. Sends triggered notifications to the addresses I specify—again, as soon as the data hits the sheet.
4. Includes clear in-line comments and a brief Loom or doc explaining how to adjust triggers later.
Everything is ready for you to plug in; I just need the automation polished and production-ready.
Strategy Accelerator into a plug-and-play, automated consulting engine that delivers consistent audits, analytics, and presentations for every client.
OVERVIEW — SYSTEM FLOW
CLIENT → FORM → LINKED SHEET (AUTO-SCORES) → MASTER DASHBOARD → PRESENTATION
The 5 Forms capture all client data:
Health Audit
Competitive Positioning Map
Technology Stack Blueprint
Marketing Funnel Design
90-Day Action Plan
Each form feeds into a linked Google Sheet dashboard that scores, summarizes, or structures their responses.
Once all five are completed, data is pulled into a Master Summary Sheet and summarized in a Google Slides deck for the final presentation.
Here are the steps we are looking for
STEP 1 — SETUP & LINKAGE
Import the Forms
Open each .html file using the “Form Builder for Docs” method.
Theme each one with:
Header color: #08263F
Accent: #396353
Background: #FAFAF4
Logo: logo URL
Add confirmation message:
Link Each Form to Its Dashboard Sheet
In each form, go to Responses → Link to Sheets → Select Existing Spreadsheet → Choose matching dashboard file from /Sheets/
STEP 2 — SET UP THE MASTER SUMMARY DASHBOARD
STEP 3 — AUTOMATION VIA GOOGLE APPS SCRIPT
STEP 4 — POPULATE THE PRESENTATION DECK AUTOMATICALLY
You will receive:
• the existing forms, sheets, slide templates and a written flowchart of the process
• field mappings, named ranges and the draft email copy
We have the app script but I’m looking for a review of our Apps Script (or equivalent Workspace automation) that:
1. Captures every new form response and appends it to the correct sheet without overwriting formulas.
2. Pushes updated cell values or charts into pre-defined placeholders in Google Slides the moment they change.
3. Sends triggered notifications to the addresses I specify—again, as soon as the data hits the sheet.
4. Includes clear in-line comments and a brief Loom or doc explaining how to adjust triggers later.
Everything is ready for you to plug in; I just need the automation polished and production-ready.
Related categories:
Project Management
Analytics
Scripting
Data Analysis
Data Integration
Google Sheets
Automation
Google Slides