Streamline Microfinance Process via Google Apps
Budget: $10 – $30 USD
Automate Microfinance Workflow with Google Apps Script
I’m looking for an experienced Google Apps Script developer to help us automate the information workflow of a microfinance company. We currently use Google Sheets and Google Forms to manage different parts of our client lifecycle, and we need to streamline and automate several processes.
Our current setup includes:
Google Forms for client prospecting
Multiple Google Sheets for:
Prospect registration
Loan applications
Reference checks
Credit and client information
Payment tracking
Collections
What we need:
Automate data transfer between sheets
Generate unique client IDs and credit numbers
Create custom menu buttons in Sheets to trigger scripts
Automate payment tracking and updates every two weeks
Trigger alerts for overdue payments (email or task)
Optionally, connect with Notion via API or Zapier
We’d like to keep the scripts simple to maintain but scalable for future team growth (currently 12 people).
If you have experience in Google Apps Script, workflow automation, and integration with external tools like Notion, we’d love to hear from you. Please share your portfolio or relevant experience, estimated timeline, and your rates.
I’m looking for an experienced Google Apps Script developer to help us automate the information workflow of a microfinance company. We currently use Google Sheets and Google Forms to manage different parts of our client lifecycle, and we need to streamline and automate several processes.
Our current setup includes:
Google Forms for client prospecting
Multiple Google Sheets for:
Prospect registration
Loan applications
Reference checks
Credit and client information
Payment tracking
Collections
What we need:
Automate data transfer between sheets
Generate unique client IDs and credit numbers
Create custom menu buttons in Sheets to trigger scripts
Automate payment tracking and updates every two weeks
Trigger alerts for overdue payments (email or task)
Optionally, connect with Notion via API or Zapier
We’d like to keep the scripts simple to maintain but scalable for future team growth (currently 12 people).
If you have experience in Google Apps Script, workflow automation, and integration with external tools like Notion, we’d love to hear from you. Please share your portfolio or relevant experience, estimated timeline, and your rates.
Related categories:
PHP
JavaScript
Software Architecture
Google Chrome
Google Sheets
Zapier
API Integration
Payment Processing