Job and request trackers
A Google Form starts a tracked row in Sheets, with status, owner and due date — and a view per person so nobody scrolls.
Business Development
Forms, documents, approvals, scheduling and tracking — built on the Gmail, Sheets, Docs and Drive your team already lives in.
The everyday drag
The form response gets retyped into the sheet. The quote gets rebuilt in Docs from the last one. Someone chases the approval in Gmail, someone else files the PDF in Drive, and the job gets added to Calendar if anybody remembers.
Each step takes a minute. Together they take a person. Workspace already holds the data — what is missing is the wiring between the apps.
What we build on
Nothing here asks your team to learn a new platform. It is the same Workspace they open every morning — just doing more of the work by itself.
Gmail
Routing, auto-replies, and follow-ups that fire on their own
Sheets
The database behind trackers, dashboards and reporting
Docs
Quotes, contracts and reports generated from your templates
Drive
Files named and filed to a convention, automatically
Forms
Intake that starts a tracked job instead of an email
Calendar
Bookings, reminders and team invites created for you
Apps Script
The glue — native, free to run, and yours to keep
Slides
Recurring decks built from live Sheets data
Chat
Alerts into the channel where the team already is
Meet
Calls attached to the job, booked without back-and-forth
If your business runs on Workspace, most of what you would buy a separate tool for can be built inside it — with no per-seat fee and no second place to look.
Workspace as a business system
What actually happens
A client submits a request. Before anyone has opened a laptop, the tracked row, the quote, the filed PDF, the email and the calendar entry all exist.
Forms
Client submits a job request
Sheets
A tracked row is created
Apps Script
Checks the details and routes it
Docs
Quote generated from your template
Drive
Filed as a PDF in the client folder
Gmail
Sent to the client automatically
Calendar
Job booked and the team invited
Elapsed time: seconds. People involved: none.
Built on Workspace
Every one of these lives inside your Workspace, using the products your team already has open.
A Google Form starts a tracked row in Sheets, with status, owner and due date — and a view per person so nobody scrolls.
Docs built from your template and the row that triggered them, exported to PDF and filed in the right Drive folder.
Gmail requests the sign-off, Sheets records who approved and when, and the job cannot move on until it is done.
Calendar events created from a booking, invites sent to the crew, and reminders that go out without anyone remembering.
A Sheet that knows what is out, what is back, and what is running low — with an alert into Gmail or Chat before it bites.
Simple capture in Forms or Sheets that rolls up into the weekly numbers, rebuilt automatically every Monday.
Drive folders created per client or job, files renamed to a convention, and sharing set correctly on the way in.
The Monday report and the client deck rebuilt from live Sheets data, so the numbers are never a week old.
A single Sheet or Looker Studio view showing the handful of numbers you actually run on, refreshing itself.
Under the hood
Apps Script runs on Google’s infrastructure, inside your account, under your permissions. There is no third-party server in the middle, nothing extra to license, and no per-task meter running.
It is also plain JavaScript, which matters more than it sounds: what we build is readable, documented and maintainable by any competent developer — not only by us.
Forms
Sheets
Docs
Apps Script
Google’s own automation layer, built into Workspace
Drive
Gmail
Calendar
Chat
How a build runs
We sit with whoever actually does the job and follow it end to end, including the workarounds they have stopped noticing.
We build against a duplicate of your real Sheets and Drive, so nothing experimental ever touches live records.
We deploy with the narrowest permissions the workflow needs, set the triggers, and watch the first live runs with you.
You get the script, the documentation and a walkthrough. If we disappeared tomorrow, your developer could pick it up.
Being straight with you
Buy the dedicated product
Build it on Workspace
No new platform. No new licence. No lock-in.
Everything runs inside Google’s own permission model, scoped to only what the workflow needs. You keep the account, the data and the code, and you can audit any of it. If you stop working with us, nothing switches off.
The knowledge base
For businesses already paying for Workspace and using a tenth of it.
More of your operations than most owners suspect. Real examples from the pattern book: intake forms that create tracked jobs; Sheets acting as the operational database for quotes, jobs, assets and time; Docs generating quotes, contracts and reports from live data; Gmail routing and answering the repetitive mail; Calendar handling bookings, crew scheduling and reminders; Drive filing everything to a convention automatically. Individually they are conveniences. Wired together, they are a business system — the diagram above is not aspirational, it is Tuesday.
Google’s built-in automation layer — JavaScript that runs inside your Workspace account, on Google’s infrastructure, with native access to Sheets, Docs, Gmail, Drive, Forms and Calendar. It is what turns “six separate apps” into “one connected system”: the form submission that generates the quote, the sheet edit that emails the update, the Friday trigger that builds the report. It costs nothing extra to run, lives in your account under your permissions, and — because it is plain JavaScript — any competent developer can maintain what we build. No black boxes.
Sometimes dedicated software wins, and we say so — full accounting, regulated recordkeeping and heavy multi-user products are not Sheets jobs. But a striking share of small-business software spend buys things Workspace already does: another subscription for forms, another for approvals, another for asset tracking, each with its own login, its own per-seat fee, its own training curve, your data on its servers. Building on Workspace means no new licences, no new logins, everyone already trained, and you own the system outright. The honest comparison is on this page’s cost-of-ownership band — and where a dedicated product genuinely earns its fee, our recommendation says buy it.
Different layer. Zapier and Make are excellent third-party bridges between separate products, billed per task, running on their servers. Apps Script lives inside Workspace: it reaches deeper into Sheets, Docs and Gmail logic, handles custom rules those platforms cannot express, runs at no per-task cost, and keeps data inside your Google account. When your workflow spans outside products, we use the right bridge — sometimes that is n8n or a direct API. When the workflow is Workspace-to-Workspace, which for many small businesses is most of it, native is faster, cheaper and more private.
It runs under Google’s own permission model, which is the safest place available: every script has an owner, every scope (what it may touch) is explicit and reviewable, and access can be revoked in one click. We deploy with the narrowest permissions each workflow needs — the quote generator touches templates and the quotes folder, not your whole Drive — test against copies before touching live data, and hand over code you can read and audit. Nothing leaves your account for a third-party server, which is an argument Workspace-native automation wins over almost every alternative.
Nothing dramatic, by design. The scripts live in your account, not ours; the documentation explains what runs when in plain English; the code is standard JavaScript any developer can pick up. This is a deliberate contrast with the industry pattern of automations that die with their consultant. If we stopped working together tomorrow, every workflow keeps running, and your next developer inherits a documented system rather than an archaeology project.
You own it; we configure what the project needs and hand back the keys. Where an engagement touches domain administration — user provisioning, group policies, sharing defaults, retention — we set it up with you, document what was chosen and why, and make sure an owner-side admin understands the panel. We are happy to stay on call for admin questions, but Workspace tenancy is like your domain name: it should never live in a vendor’s hands, including ours.
Real ones, and we design around or away from them. Apps Script has daily quotas (emails sent, runtime) that a normal small business never meets but a mass-mailing scheme would. Sheets is a superb operational database into the tens of thousands of rows, and the wrong tool at hundreds of thousands. Heavy simultaneous editing of one record set, regulated books of record, and customer-facing apps with accounts all belong in purpose-built software. Part of the service is telling you which side of those lines your workflow sits on before anything is built.
Small, sharp and expandable. We walk one process with whoever runs it, build against a copy of your real Sheets and Drive, deploy with tight scopes, watch the first live runs beside you, and hand over the documentation. Typical first projects: intake-to-quote, job tracking with a per-person view, document generation, or the Monday report that builds itself. Most clients then add a second and third workflow to the same backbone — the system grows by accretion, each piece paying for itself before the next.
Usually. Half our Workspace enquiries start with “the person who built our sheets left”. We audit what exists, document what it actually does (often the first documentation it has ever had), repair what is fragile, and either stabilise or rebuild depending on what the audit shows. Undocumented automation is technical debt with a friendly face; the rescue engagement converts it into something owned, understood and maintainable.
For real business use, yes — Business Starter or above. Paid plans bring the shared drives, admin controls, and higher execution limits that reliable workflows lean on, plus your own domain on mail. Some patterns technically run on free personal accounts, but building business operations on a personal Gmail is a governance problem waiting for a bad day. If you are on the fence about tiers, we will tell you exactly which features the proposed workflows need and which tier carries them.
Genuinely, within its lane. Apps Script can serve small internal web apps — a crew job board, an approval console, a stock-take screen — living at a URL, gated to your domain logins, reading and writing your Sheets. For internal tools used by a handful of people, this is dramatically cheaper than commercial platforms and needs no new accounts. The lane has edges: it is not for customer-facing products or heavy concurrent use, and we will say when your idea has outgrown it. But “a small screen for the team, built on data we already have” is a weekly request here, and Workspace answers it well.
Same discipline, specific venue. Process Automation is platform-agnostic — n8n, APIs, whatever the stack needs. This page is the Workspace-native specialisation of it, for businesses whose operations already live in Google’s tools, where staying native is cheaper, more private and easier to own. In practice we often mix them: Workspace-native for the internal spine, a bridge where an outside system must join in. Start from whichever page matches where your data lives; the first-call conversation is the same honest one.
Fixed per workflow, like our other automation work — and typically at the affordable end of it, because the platform costs nothing extra to run and the integration surface is native. No per-task fees ever accrue; there is no subscription to us unless you want the optional care arrangement. The honest total cost of a Workspace system is the build fee plus the licences you already pay Google — which is precisely why we keep recommending it to businesses that already live there.
Walk us through one repetitive process and we’ll tell you honestly whether it is worth building — or whether you should just buy something.