Streamline Microfinance Process via Google Apps

Job ID: 39620641

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.