Google Sheets automation for small business
Custom dashboards, workflow scripts, and reporting templates — built around your actual data, not a generic template. Stop doing manually what a spreadsheet can do for you.
Book a Free 15-Minute ConsultationCommon projects
Sales & revenue dashboards
Automatically summarize monthly revenue, top clients, and growth trends in one clean view.
Invoice & payment tracking
Track outstanding invoices, flag overdue payments, and auto-calculate totals — no manual entry.
Inventory & supply management
Monitor stock levels, reorder triggers, and supplier costs with auto-updating templates.
Workflow & data automation scripts
Google Apps Script moves, transforms, and reports on data automatically — no coding needed on your end.
What you get
Discovery call
Your workflow, pain points, and data sources are mapped out before anything gets built.
Custom-built spreadsheet
No templates — everything is built from scratch around your actual business data.
Walkthrough & training
A guided walkthrough of how to use and update your new sheet — so you’re never stuck.
30-day email support
Questions after delivery get answered by email for 30 days after handoff.
Secure handoff via Google Drive
Delivered directly to your Google Drive — yours to use and share with your team.
Billed per project
Google Sheets Automation
Final price depends on scope — discussed and confirmed before any work begins. See the full pricing page for other services.
Book a Free 15-Minute ConsultationAutomation questions
Do I need to know how to code or write formulas?
No — everything is built and explained in plain terms, with training included so you can use and update it yourself.
Can this connect to my QuickBooks bookkeeping?
Yes — this pairs well with Monthly Bookkeeping, feeding QuickBooks data into a custom dashboard or report.
How long does a typical project take?
Most projects are scoped and delivered within one to two weeks of the discovery call, depending on complexity.
Is my data safe?
Yes — see the full Security & Confidentiality page for how your data is handled.
Have a workflow worth automating?
Start with a free 15-minute discovery call — no obligation.