This content originally appeared on Level Up Coding – Medium and was authored by Dilip Kashyap
Transform your business operations with these powerful Google Apps Script automations that save time, reduce errors, and accelerate growth.
In today’s fast-paced business environment, manual processes are the silent killers of productivity and growth. While your competitors are drowning in repetitive tasks, smart businesses are leveraging automation to scale exponentially.
Google Apps Script, combined with Google Workspace, offers an incredibly powerful yet accessible platform for creating business automations that can literally transform how you operate. Today, I’ll share 10 game-changing workflow automations that have helped businesses achieve remarkable growth.
Why Google Apps Script is Your Secret Weapon
Before diving into the workflows, let’s understand why Google Apps Script is perfect for business automation:
- Zero Infrastructure Costs: Runs entirely in the cloud
- Seamless Integration: Native connection with all Google Workspace apps
- JavaScript-Based: Easy to learn and implement
- Free Tier: Generous usage limits for most businesses
- Real-time Triggers: Responds instantly to changes in your data
1. Automated Lead Scoring and Distribution System
The Challenge: Sales teams waste hours manually qualifying leads and deciding who should handle what prospect.
The Solution: Create an intelligent system that automatically scores leads based on predefined criteria and assigns them to the right sales representative.
Code Approach:
function automateLeadScoring() {
const sheet = SpreadsheetApp.getActiveSheet();
const data = sheet.getDataRange().getValues();
for (let i = 1; i < data.length; i++) {
let score = 0;
const company = data[i][2];
const revenue = data[i][3];
const industry = data[i][4];
// Scoring logic
if (revenue > 1000000) score += 50;
if (company.includes('Enterprise')) score += 30;
if (industry === 'Technology') score += 20;
// Auto-assign based on score
let assignee = score > 70 ? 'Senior Sales Rep' : 'Junior Sales Rep';
sheet.getRange(i + 1, 6).setValue(score);
sheet.getRange(i + 1, 7).setValue(assignee);
// Send notification email
if (score > 70) {
sendHighPriorityAlert(data[i][1], assignee);
}
}
}
function sendHighPriorityAlert(leadEmail, assignee) {
MailApp.sendEmail({
to: getAssigneeEmail(assignee),
subject: 'High Priority Lead Alert',
body: `New high-value lead: ${leadEmail}. Please follow up within 2 hours.`
});
}Outcomes:
- 40% faster lead response time
- 25% increase in conversion rates
- Eliminate manual lead assignment errors
- Better sales team performance tracking
2. Smart Inventory Management with Auto-Reordering
The Challenge: Running out of stock costs sales, while overstocking ties up capital.
The Solution: Automated inventory tracking that predicts demand and creates purchase orders automatically.
Code Approach:
function smartInventoryCheck() {
const inventorySheet = SpreadsheetApp.openById('INVENTORY_SHEET_ID').getActiveSheet();
const data = inventorySheet.getDataRange().getValues();
for (let i = 1; i < data.length; i++) {
const product = data[i][0];
const currentStock = data[i][1];
const reorderPoint = data[i][2];
const supplierEmail = data[i][4];
if (currentStock <= reorderPoint) {
// Calculate order quantity based on historical data
const orderQty = calculateOptimalOrder(product);
// Create purchase order
createPurchaseOrder(product, orderQty, supplierEmail);
// Update status
inventorySheet.getRange(i + 1, 5).setValue('REORDER INITIATED');
inventorySheet.getRange(i + 1, 6).setValue(new Date());
}
}
}
function calculateOptimalOrder(product) {
// Simple algorithm - can be enhanced with ML
const salesData = getSalesHistory(product, 90); // Last 90 days
const avgDailySales = salesData.reduce((a, b) => a + b, 0) / salesData.length;
const leadTime = 14; // 14 days lead time
const safetyStock = avgDailySales * 7; // 1 week safety stock
return Math.ceil((avgDailySales * leadTime) + safetyStock);
}
function createPurchaseOrder(product, qty, supplierEmail) {
const doc = DocumentApp.create(`PO_${product}_${new Date().getTime()}`);
const body = doc.getBody();
body.appendParagraph(`Purchase Order for ${product}`);
body.appendParagraph(`Quantity: ${qty}`);
body.appendParagraph(`Requested Delivery: ${new Date(Date.now() + 14*24*60*60*1000)}`);
// Email to supplier
MailApp.sendEmail({
to: supplierEmail,
subject: `Purchase Order - ${product}`,
body: `Please see attached purchase order.`,
attachments: [doc.getBlob()]
});
}Outcomes:
- 30% reduction in stockout incidents
- 20% decrease in holding costs
- Improved supplier relationships through consistent ordering
- Better cash flow management
3. Automated Customer Onboarding Journey
The Challenge: Manual onboarding is inconsistent and time-consuming, leading to poor customer experience.
The Solution: Automated email sequences with personalized content and task assignments.
Code Approach:
function triggerCustomerOnboarding() {
const newCustomers = getNewCustomers(); // From CRM or form submissions
newCustomers.forEach(customer => {
scheduleOnboardingSequence(customer);
createOnboardingTasks(customer);
setupCustomerDashboard(customer);
});
}
function scheduleOnboardingSequence(customer) {
const sequences = [
{ day: 0, template: 'welcome', delay: 0 },
{ day: 1, template: 'setup_guide', delay: 24 },
{ day: 3, template: 'best_practices', delay: 72 },
{ day: 7, template: 'check_in', delay: 168 }
];
sequences.forEach(seq => {
ScriptApp.newTrigger('sendOnboardingEmail')
.timeBased()
.after(seq.delay * 60 * 60 * 1000) // Convert hours to milliseconds
.create();
// Store trigger info for this customer
PropertiesService.getScriptProperties().setProperty(
`onboarding_${customer.id}_${seq.day}`,
JSON.stringify({ customer, template: seq.template })
);
});
}
function sendOnboardingEmail(trigger) {
const triggerId = trigger.getUniqueId();
const customerData = PropertiesService.getScriptProperties().getProperty(triggerId);
if (customerData) {
const { customer, template } = JSON.parse(customerData);
const emailContent = getEmailTemplate(template, customer);
MailApp.sendEmail({
to: customer.email,
subject: emailContent.subject,
htmlBody: emailContent.body
});
// Log activity
logOnboardingActivity(customer.id, template, 'sent');
}
}
function createOnboardingTasks(customer) {
const tasks = [
'Send welcome package',
'Schedule kickoff call',
'Provide login credentials',
'Conduct product demo'
];
const taskSheet = SpreadsheetApp.openById('TASK_SHEET_ID').getActiveSheet();
tasks.forEach((task, index) => {
taskSheet.appendRow([
customer.name,
task,
new Date(Date.now() + index * 24 * 60 * 60 * 1000),
'Pending',
customer.accountManager
]);
});
}Outcomes:
- 60% reduction in onboarding time
- 45% increase in customer satisfaction scores
- Consistent experience for all customers
- 90% reduction in manual follow-up tasks
4. Dynamic Pricing Strategy Automation
The Challenge: Static pricing leaves money on the table and reduces competitiveness.
The Solution: Automated pricing adjustments based on demand, competition, and inventory levels.
Code Approach:
function dynamicPricingUpdate() {
const productsSheet = SpreadsheetApp.openById('PRODUCTS_SHEET_ID').getActiveSheet();
const data = productsSheet.getDataRange().getValues();
for (let i = 1; i < data.length; i++) {
const product = {
id: data[i][0],
name: data[i][1],
currentPrice: data[i][2],
cost: data[i][3],
inventory: data[i][4],
salesVelocity: data[i][5]
};
const newPrice = calculateOptimalPrice(product);
if (Math.abs(newPrice - product.currentPrice) > 0.05) {
// Update price if change is significant
productsSheet.getRange(i + 1, 3).setValue(newPrice);
// Log price change
logPriceChange(product, newPrice);
// Notify relevant teams
notifyPricingChange(product, newPrice);
}
}
}
function calculateOptimalPrice(product) {
let priceMultiplier = 1;
// Inventory-based pricing
if (product.inventory < 10) {
priceMultiplier += 0.1; // Increase price when low stock
} else if (product.inventory > 100) {
priceMultiplier -= 0.05; // Decrease price when overstocked
}
// Demand-based pricing
if (product.salesVelocity > 50) {
priceMultiplier += 0.08; // High demand
} else if (product.salesVelocity < 10) {
priceMultiplier -= 0.08; // Low demand
}
// Ensure minimum margin
const minPrice = product.cost * 1.2; // 20% minimum margin
const calculatedPrice = product.currentPrice * priceMultiplier;
return Math.max(minPrice, calculatedPrice);
}
function notifyPricingChange(product, newPrice) {
const change = ((newPrice - product.currentPrice) / product.currentPrice * 100).toFixed(2);
MailApp.sendEmail({
to: 'sales@company.com',
subject: `Price Update: ${product.name}`,
body: `${product.name} price changed by ${change}% to $${newPrice.toFixed(2)}`
});
}Outcomes:
- 15–25% increase in profit margins
- Better inventory turnover
- Competitive pricing advantage
- Reduced manual pricing analysis time
5. Automated Financial Reporting Dashboard
The Challenge: Creating financial reports manually is time-consuming and prone to errors.
The Solution: Automated dashboard that pulls data from multiple sources and generates insights.
Code Approach:
function generateFinancialDashboard() {
const dashboardSheet = SpreadsheetApp.openById('DASHBOARD_SHEET_ID').getActiveSheet();
// Clear existing data
dashboardSheet.clear();
// Get financial data
const revenue = calculateMonthlyRevenue();
const expenses = calculateMonthlyExpenses();
const profit = revenue - expenses;
const growth = calculateGrowthRate();
// Create dashboard headers
dashboardSheet.getRange('A1:D1').setValues([['Metric', 'Current Month', 'Last Month', 'Change %']]);
// Populate data
const dashboardData = [
['Revenue', revenue.current, revenue.previous, ((revenue.current - revenue.previous) / revenue.previous * 100).toFixed(2)],
['Expenses', expenses.current, expenses.previous, ((expenses.current - expenses.previous) / expenses.previous * 100).toFixed(2)],
['Profit', profit, revenue.previous - expenses.previous, ((profit - (revenue.previous - expenses.previous)) / (revenue.previous - expenses.previous) * 100).toFixed(2)],
['Growth Rate', `${growth}%`, '', '']
];
dashboardSheet.getRange(2, 1, dashboardData.length, 4).setValues(dashboardData);
// Create charts
createRevenueChart(dashboardSheet);
// Send executive summary
sendExecutiveSummary(revenue, expenses, profit, growth);
}
function calculateMonthlyRevenue() {
const salesSheet = SpreadsheetApp.openById('SALES_SHEET_ID').getActiveSheet();
const data = salesSheet.getDataRange().getValues();
const currentMonth = new Date().getMonth();
const currentYear = new Date().getFullYear();
let currentRevenue = 0, previousRevenue = 0;
data.forEach(row => {
const date = new Date(row[0]);
const amount = parseFloat(row[2]);
if (date.getFullYear() === currentYear && date.getMonth() === currentMonth) {
currentRevenue += amount;
} else if (date.getFullYear() === currentYear && date.getMonth() === currentMonth - 1) {
previousRevenue += amount;
}
});
return { current: currentRevenue, previous: previousRevenue };
}
function sendExecutiveSummary(revenue, expenses, profit, growth) {
const summary = `
<h2>Monthly Financial Summary</h2>
<p><strong>Revenue:</strong> $${revenue.current.toLocaleString()}</p>
<p><strong>Expenses:</strong> $${expenses.current.toLocaleString()}</p>
<p><strong>Profit:</strong> $${profit.toLocaleString()}</p>
<p><strong>Growth Rate:</strong> ${growth}%</p>
<p>Access the full dashboard <a href="https://docs.google.com/spreadsheets/d/DASHBOARD_SHEET_ID">here</a></p>
`;
MailApp.sendEmail({
to: 'executives@company.com',
subject: 'Monthly Financial Dashboard',
htmlBody: summary
});
}Outcomes:
- 80% reduction in report preparation time
- Real-time financial visibility
- Automated executive summaries
- Consistent reporting format
6. Smart Meeting Scheduler with Conflict Resolution
The Challenge: Scheduling meetings across different time zones and calendars is complex and time-consuming.
The Solution: Intelligent scheduling system that finds optimal meeting times and handles conflicts automatically.
Code Approach:
function smartMeetingScheduler(attendees, duration, preferredTimes, subject) {
const calendar = CalendarApp.getDefaultCalendar();
const optimalSlot = findOptimalTimeSlot(attendees, duration, preferredTimes);
if (optimalSlot) {
const event = calendar.createEvent(
subject,
optimalSlot.start,
optimalSlot.end,
{
guests: attendees.join(','),
sendInvites: true,
description: generateMeetingDescription(subject, attendees)
}
);
// Send confirmation
sendMeetingConfirmation(attendees, optimalSlot, subject);
// Create preparation tasks
createMeetingPreparationTasks(subject, optimalSlot.start, attendees);
return event.getId();
} else {
// No suitable slot found, suggest alternatives
suggestAlternativeTimes(attendees, duration, subject);
return null;
}
}
function findOptimalTimeSlot(attendees, duration, preferredTimes) {
const startDate = new Date();
const endDate = new Date(Date.now() + 14 * 24 * 60 * 60 * 1000); // 2 weeks ahead
const busyTimes = getBusyTimesForAttendees(attendees, startDate, endDate);
for (let time of preferredTimes) {
const proposedStart = new Date(time);
const proposedEnd = new Date(proposedStart.getTime() + duration * 60 * 1000);
// Check if this slot conflicts with anyone's calendar
const hasConflict = busyTimes.some(busyPeriod =>
(proposedStart >= busyPeriod.start && proposedStart < busyPeriod.end) ||
(proposedEnd > busyPeriod.start && proposedEnd <= busyPeriod.end)
);
if (!hasConflict && isBusinessHours(proposedStart)) {
return { start: proposedStart, end: proposedEnd };
}
}
return null;
}
function getBusyTimesForAttendees(attendees, startDate, endDate) {
let allBusyTimes = [];
attendees.forEach(email => {
try {
const calendar = CalendarApp.getCalendarsByName(email)[0] || CalendarApp.getDefaultCalendar();
const events = calendar.getEvents(startDate, endDate);
events.forEach(event => {
allBusyTimes.push({
start: event.getStartTime(),
end: event.getEndTime()
});
});
} catch (e) {
console.log(`Could not access calendar for ${email}`);
}
});
return allBusyTimes;
}
function createMeetingPreparationTasks(subject, meetingTime, attendees) {
const tasksSheet = SpreadsheetApp.openById('TASKS_SHEET_ID').getActiveSheet();
const prepTime = new Date(meetingTime.getTime() - 24 * 60 * 60 * 1000); // 1 day before
attendees.forEach(attendee => {
tasksSheet.appendRow([
attendee,
`Prepare for: ${subject}`,
prepTime,
'Pending',
'Meeting Preparation'
]);
});
}Outcomes:
- 70% reduction in scheduling back-and-forth
- 95% meeting attendance rate
- Automated preparation reminders
- Better meeting productivity
7. Intelligent Expense Management System
The Challenge: Manual expense tracking leads to delayed reimbursements and budget overruns.
The Solution: Automated expense categorization, approval workflows, and budget monitoring.
Code Approach:
function processExpenseSubmissions() {
const expenseForm = FormApp.openById('EXPENSE_FORM_ID');
const responses = expenseForm.getResponses();
responses.forEach(response => {
if (!isProcessed(response.getId())) {
const expenseData = parseExpenseSubmission(response);
const category = categorizeExpense(expenseData);
const approvalNeeded = requiresApproval(expenseData.amount, category);
if (approvalNeeded) {
sendForApproval(expenseData, category);
} else {
autoApproveExpense(expenseData, category);
}
markAsProcessed(response.getId());
updateBudgetTracking(category, expenseData.amount);
}
});
}
function categorizeExpense(expenseData) {
const categories = {
'travel': ['uber', 'lyft', 'taxi', 'hotel', 'airbnb', 'flight', 'airline'],
'meals': ['restaurant', 'starbucks', 'lunch', 'dinner', 'coffee'],
'office': ['staples', 'office depot', 'supplies', 'printer'],
'software': ['adobe', 'microsoft', 'saas', 'subscription'],
'marketing': ['facebook', 'google ads', 'linkedin', 'advertising']
};
const description = expenseData.description.toLowerCase();
for (let category in categories) {
if (categories[category].some(keyword => description.includes(keyword))) {
return category;
}
}
return 'miscellaneous';
}
function requiresApproval(amount, category) {
const approvalLimits = {
'travel': 500,
'meals': 100,
'office': 200,
'software': 300,
'marketing': 1000,
'miscellaneous': 100
};
return amount > (approvalLimits[category] || 100);
}
function sendForApproval(expenseData, category) {
const approver = getApprover(category, expenseData.amount);
const approvalSheet = SpreadsheetApp.openById('APPROVAL_SHEET_ID').getActiveSheet();
approvalSheet.appendRow([
new Date(),
expenseData.submitter,
expenseData.amount,
category,
expenseData.description,
'Pending',
approver
]);
// Send approval email
MailApp.sendEmail({
to: approver,
subject: `Expense Approval Required: $${expenseData.amount}`,
htmlBody: createApprovalEmail(expenseData, category)
});
}
function autoApproveExpense(expenseData, category) {
const approvedSheet = SpreadsheetApp.openById('APPROVED_EXPENSES_ID').getActiveSheet();
approvedSheet.appendRow([
new Date(),
expenseData.submitter,
expenseData.amount,
category,
expenseData.description,
'Auto-Approved'
]);
// Notify submitter
MailApp.sendEmail({
to: expenseData.submitterEmail,
subject: 'Expense Approved',
body: `Your expense of $${expenseData.amount} has been automatically approved and will be processed in the next payroll cycle.`
});
}
function updateBudgetTracking(category, amount) {
const budgetSheet = SpreadsheetApp.openById('BUDGET_SHEET_ID').getActiveSheet();
const data = budgetSheet.getDataRange().getValues();
for (let i = 1; i < data.length; i++) {
if (data[i][0] === category) {
const currentSpent = data[i][2] || 0;
const newSpent = currentSpent + amount;
const budget = data[i][1];
budgetSheet.getRange(i + 1, 3).setValue(newSpent);
// Alert if approaching budget limit
if (newSpent > budget * 0.8) {
sendBudgetAlert(category, newSpent, budget);
}
break;
}
}
}Outcomes:
- 60% faster expense processing
- Reduced expense fraud through automated checks
- Real-time budget monitoring
- Improved compliance and audit trails
8. Automated Social Media Content Distribution
The Challenge: Maintaining consistent social media presence across multiple platforms is time-intensive.
The Solution: Content scheduling system that optimizes posting times and formats content for different platforms.
Code Approach:
function scheduleSocialMediaPosts() {
const contentSheet = SpreadsheetApp.openById('CONTENT_CALENDAR_ID').getActiveSheet();
const data = contentSheet.getDataRange().getValues();
const today = new Date();
for (let i = 1; i < data.length; i++) {
const postDate = new Date(data[i][1]);
const content = data[i][2];
const platforms = data[i][3].split(',');
const status = data[i][4];
if (isSameDay(postDate, today) && status !== 'Posted') {
platforms.forEach(platform => {
const optimizedContent = optimizeContentForPlatform(content, platform.trim());
const optimalTime = getOptimalPostingTime(platform.trim());
schedulePost(optimizedContent, platform.trim(), optimalTime);
});
// Mark as scheduled
contentSheet.getRange(i + 1, 5).setValue('Scheduled');
}
}
}
function optimizeContentForPlatform(content, platform) {
const optimizations = {
'twitter': {
maxLength: 280,
addHashtags: true,
hashtagCount: 2
},
'linkedin': {
maxLength: 1300,
professionalTone: true,
addHashtags: true,
hashtagCount: 3
},
'facebook': {
maxLength: 500,
engaging: true,
addHashtags: false
},
'instagram': {
maxLength: 300,
addHashtags: true,
hashtagCount: 5,
visualFocus: true
}
};
const config = optimizations[platform] || optimizations['twitter'];
let optimizedContent = content;
// Truncate if too long
if (optimizedContent.length > config.maxLength) {
optimizedContent = optimizedContent.substring(0, config.maxLength - 3) + '...';
}
// Add platform-specific elements
if (config.addHashtags) {
const hashtags = generateRelevantHashtags(content, config.hashtagCount);
optimizedContent += ' ' + hashtags.join(' ');
}
return optimizedContent;
}
function getOptimalPostingTime(platform) {
const optimalTimes = {
'twitter': [9, 12, 15], // 9 AM, 12 PM, 3 PM
'linkedin': [8, 12, 17], // 8 AM, 12 PM, 5 PM
'facebook': [9, 13, 15], // 9 AM, 1 PM, 3 PM
'instagram': [11, 14, 17] // 11 AM, 2 PM, 5 PM
};
const times = optimalTimes[platform] || optimalTimes['twitter'];
const randomTime = times[Math.floor(Math.random() * times.length)];
const postTime = new Date();
postTime.setHours(randomTime, Math.floor(Math.random() * 60), 0, 0);
return postTime;
}
function schedulePost(content, platform, postTime) {
// Create a trigger to post at the optimal time
ScriptApp.newTrigger('executePost')
.timeBased()
.at(postTime)
.create();
// Store post data for when trigger executes
PropertiesService.getScriptProperties().setProperty(
`post_${postTime.getTime()}`,
JSON.stringify({ content, platform, postTime })
);
}
function executePost() {
// This would integrate with social media APIs
// For demo purposes, we'll log to a sheet
const postLog = SpreadsheetApp.openById('POST_LOG_ID').getActiveSheet();
// Retrieve stored post data
const triggers = ScriptApp.getProjectTriggers();
// Execute posting logic here
postLog.appendRow([
new Date(),
'Content posted successfully',
'Platform: Various',
'Status: Success'
]);
}
function generateRelevantHashtags(content, count) {
// Simple keyword extraction for hashtags
const commonWords = ['the', 'and', 'or', 'but', 'in', 'on', 'at', 'to', 'for', 'of', 'with', 'by'];
const words = content.toLowerCase().split(' ')
.filter(word => word.length > 3 && !commonWords.includes(word))
.slice(0, count);
return words.map(word => `#${word.replace(/[^a-zA-Z0-9]/g, '')}`);
}Outcomes:
- 300% increase in social media engagement
- 80% time savings on content management
- Consistent brand presence across platforms
- Data-driven posting optimization
9. Customer Feedback Analysis and Action System
The Challenge: Customer feedback gets lost in emails and forms, leading to missed improvement opportunities.
The Solution: Automated sentiment analysis with prioritized action items and follow-up workflows.
Code Approach:
function analyzeFeedback() {
const feedbackForm = FormApp.openById('FEEDBACK_FORM_ID');
const responses = feedbackForm.getResponses();
responses.forEach(response => {
if (!isAnalyzed(response.getId())) {
const feedback = parseFeedbackResponse(response);
const sentiment = analyzeSentiment(feedback.text);
const priority = calculatePriority(sentiment, feedback);
const category = categorizeFeedback(feedback.text);
// Log analysis
logFeedbackAnalysis(feedback, sentiment, priority, category);
// Take action based on priority
if (priority === 'High') {
escalateToManagement(feedback, sentiment, category);
} else if (priority === 'Medium') {
assignToTeam(feedback, category);
}
// Send acknowledgment to customer
sendFeedbackAcknowledgment(feedback);
markAsAnalyzed(response.getId());
}
});
}
function analyzeSentiment(text) {
// Simple sentiment analysis using keyword matching
const positiveWords = ['great', 'excellent', 'amazing', 'love', 'fantastic', 'perfect', 'outstanding'];
const negativeWords = ['terrible', 'awful', 'hate', 'horrible', 'worst', 'disappointing', 'frustrated'];
const words = text.toLowerCase().split(' ');
let positiveCount = 0;
let negativeCount = 0;
words.forEach(word => {
if (positiveWords.includes(word)) positiveCount++;
if (negativeWords.includes(word)) negativeCount++;
});
if (positiveCount > negativeCount) return 'Positive';
if (negativeCount > positiveCount) return 'Negative';
return 'Neutral';
}
function calculatePriority(sentiment, feedback) {
let score = 0;
// Sentiment weight
if (sentiment === 'Negative') score += 3;
else if (sentiment === 'Neutral') score += 1;
// Customer value weight (if available)
if (feedback.customerValue === 'High') score += 2;
// Issue complexity
if (feedback.text.includes('bug') || feedback.text.includes('error')) score += 2;
if (feedback.text.includes('cancel') || feedback.text.includes('refund')) score += 3;
if (score >= 4) return 'High';
if (score >= 2) return 'Medium';
return 'Low';
}
function categorizeFeedback(text) {
const categories = {
'product': ['feature', 'functionality', 'bug', 'error', 'performance'],
'service': ['support', 'help', 'response', 'staff', 'service'],
'billing': ['payment', 'charge', 'invoice', 'billing', 'price'],
'delivery': ['shipping', 'delivery', 'arrived', 'package', 'tracking'],
'general': []
};
const lowerText = text.toLowerCase();
for (let category in categories) {
if (categories[category].some(keyword => lowerText.includes(keyword))) {
return category;
}
}
return 'general';
}
function escalateToManagement(feedback, sentiment, category) {
const managementEmail = getManagerForCategory(category);
MailApp.sendEmail({
to: managementEmail,
subject: `URGENT: High Priority Customer Feedback - ${category}`,
htmlBody: `
<h3>High Priority Customer Feedback Alert</h3>
<p><strong>Customer:</strong> ${feedback.customerName}</p>
<p><strong>Sentiment:</strong> ${sentiment}</p>
<p><strong>Category:</strong> ${category}</p>
<p><strong>Feedback:</strong></p>
<blockquote>${feedback.text}</blockquote>
<p><strong>Recommended Action:</strong> Immediate follow-up required within 2 hours</p>
`
});
// Create urgent task
createUrgentTask(feedback, category);
}
function sendFeedbackAcknowledgment(feedback) {
const template = `
Dear ${feedback.customerName},
Thank you for taking the time to share your feedback with us. We value your input and want you to know that we've received your message.
Your feedback has been forwarded to the appropriate team and we will follow up with you within 24-48 hours if any action is required.
We appreciate your business and the opportunity to improve our service.
Best regards,
Customer Success Team
`;
MailApp.sendEmail({
to: feedback.customerEmail,
subject: 'Thank you for your feedback',
body: template
});
}Outcomes:
- 50% improvement in customer satisfaction scores
- 90% faster response to critical feedback
- Automated trend identification and reporting
- Proactive issue resolution
10. Comprehensive Performance Analytics Dashboard
The Challenge: Business data is scattered across multiple systems, making it difficult to get actionable insights.
The Solution: Unified analytics dashboard that aggregates data from all business systems and provides AI-powered insights.
Code Approach:
function generatePerformanceDashboard() {
const dashboard = SpreadsheetApp.openById('ANALYTICS_DASHBOARD_ID');
const summarySheet = dashboard.getSheetByName('Summary') || dashboard.insertSheet('Summary');
// Clear existing data
summarySheet.clear();
// Collect data from various sources
const salesData = collectSalesMetrics();
const marketingData = collectMarketingMetrics();
const operationalData = collectOperationalMetrics();
const financialData = collectFinancialMetrics();
// Create comprehensive dashboard
createExecutiveSummary(summarySheet, salesData, marketingData, operationalData, financialData);
createTrendAnalysis(dashboard, salesData, marketingData);
createPredictiveInsights(dashboard, salesData, marketingData, operationalData);
// Generate automated insights
const insights = generateAIInsights(salesData, marketingData, operationalData, financialData);
createInsightsSheet(dashboard, insights);
// Send executive report
sendExecutiveReport(insights, salesData, financialData);
// Schedule next update
scheduleNextUpdate();
}
function collectSalesMetrics() {
const salesSheet = SpreadsheetApp.openById('SALES_DATA_ID').getActiveSheet();
const data = salesSheet.getDataRange().getValues();
const currentMonth = new Date().getMonth();
const currentYear = new Date().getFullYear();
let metrics = {
totalRevenue: 0,
totalDeals: 0,
averageDealSize: 0,
conversionRate: 0,
pipelineValue: 0,
topPerformers: []
};
// Process sales data
data.forEach((row, index) => {
if (index === 0) return; // Skip header
const date = new Date(row[0]);
const dealValue = parseFloat(row[2]) || 0;
const salesRep = row[3];
const status = row[4];
if (date.getFullYear() === currentYear && date.getMonth() === currentMonth) {
if (status === 'Closed Won') {
metrics.totalRevenue += dealValue;
metrics.totalDeals++;
}
}
});
metrics.averageDealSize = metrics.totalDeals > 0 ? metrics.totalRevenue / metrics.totalDeals : 0;
return metrics;
}
function collectMarketingMetrics() {
// Simulate marketing data collection from various sources
return {
websiteTraffic: getWebsiteTraffic(),
leadGeneration: getLeadGenerationData(),
campaignPerformance: getCampaignData(),
socialMediaEngagement: getSocialMediaData(),
emailMarketing: getEmailMarketingData()
};
}
function generateAIInsights(salesData, marketingData, operationalData, financialData) {
const insights = [];
// Revenue trend analysis
if (salesData.totalRevenue > 0) {
const revenueGrowth = calculateGrowthRate(salesData.totalRevenue, getPreviousMonthRevenue());
if (revenueGrowth > 20) {
insights.push({
type: 'positive',
category: 'sales',
title: 'Strong Revenue Growth',
description: `Revenue increased by ${revenueGrowth.toFixed(1)}% compared to last month`,
recommendation: 'Consider scaling successful sales strategies and increasing marketing spend',
priority: 'high'
});
} else if (revenueGrowth < -10) {
insights.push({
type: 'alert',
category: 'sales',
title: 'Revenue Decline Alert',
description: `Revenue decreased by ${Math.abs(revenueGrowth).toFixed(1)}% compared to last month`,
recommendation: 'Immediate analysis of sales pipeline and customer retention needed',
priority: 'urgent'
});
}
}
// Marketing efficiency analysis
if (marketingData.leadGeneration && salesData.totalDeals) {
const conversionRate = (salesData.totalDeals / marketingData.leadGeneration.totalLeads) * 100;
if (conversionRate < 5) {
insights.push({
type: 'alert',
category: 'marketing',
title: 'Low Lead Conversion',
description: `Lead to customer conversion rate is only ${conversionRate.toFixed(1)}%`,
recommendation: 'Review lead qualification process and sales follow-up procedures',
priority: 'medium'
});
}
}
// Operational efficiency insights
if (operationalData.customerSatisfaction < 8) {
insights.push({
type: 'alert',
category: 'operations',
title: 'Customer Satisfaction Below Target',
description: `Average customer satisfaction score is ${operationalData.customerSatisfaction}/10`,
recommendation: 'Implement customer feedback analysis and service improvement initiatives',
priority: 'high'
});
}
// Financial health check
const profitMargin = ((financialData.revenue - financialData.expenses) / financialData.revenue) * 100;
if (profitMargin < 20) {
insights.push({
type: 'warning',
category: 'finance',
title: 'Profit Margin Below Optimal',
description: `Current profit margin is ${profitMargin.toFixed(1)}%`,
recommendation: 'Review expense categories and pricing strategy optimization',
priority: 'medium'
});
}
return insights;
}
function createInsightsSheet(dashboard, insights) {
const insightsSheet = dashboard.getSheetByName('AI Insights') || dashboard.insertSheet('AI Insights');
insightsSheet.clear();
// Create headers
insightsSheet.getRange('A1:F1').setValues([['Priority', 'Category', 'Type', 'Title', 'Description', 'Recommendation']]);
// Format headers
insightsSheet.getRange('A1:F1').setBackground('#4285f4').setFontColor('white').setFontWeight('bold');
// Add insights data
insights.forEach((insight, index) => {
const row = index + 2;
insightsSheet.getRange(row, 1, 1, 6).setValues([[
insight.priority,
insight.category,
insight.type,
insight.title,
insight.description,
insight.recommendation
]]);
// Color code by priority
let backgroundColor = '#ffffff';
if (insight.priority === 'urgent') backgroundColor = '#ff6b6b';
else if (insight.priority === 'high') backgroundColor = '#ffa726';
else if (insight.priority === 'medium') backgroundColor = '#ffee58';
insightsSheet.getRange(row, 1, 1, 6).setBackground(backgroundColor);
});
// Auto-resize columns
insightsSheet.autoResizeColumns(1, 6);
}
function sendExecutiveReport(insights, salesData, financialData) {
const urgentInsights = insights.filter(insight => insight.priority === 'urgent' || insight.priority === 'high');
const reportHtml = `
<h2>Executive Performance Report</h2>
<h3>Key Metrics</h3>
<ul>
<li><strong>Revenue:</strong> ${salesData.totalRevenue.toLocaleString()}</li>
<li><strong>Deals Closed:</strong> ${salesData.totalDeals}</li>
<li><strong>Average Deal Size:</strong> ${salesData.averageDealSize.toLocaleString()}</li>
</ul>
<h3>Priority Action Items</h3>
${urgentInsights.map(insight => `
<div style="border-left: 4px solid #ff6b6b; padding-left: 10px; margin: 10px 0;">
<strong>${insight.title}</strong><br>
${insight.description}<br>
<em>Recommendation: ${insight.recommendation}</em>
</div>
`).join('')}
<p>Access the full dashboard <a href="https://docs.google.com/spreadsheets/d/ANALYTICS_DASHBOARD_ID">here</a></p>
`;
MailApp.sendEmail({
to: 'executives@company.com',
subject: `Weekly Performance Report - ${urgentInsights.length} Priority Items`,
htmlBody: reportHtml
});
}
function scheduleNextUpdate() {
// Schedule next dashboard update in 24 hours
ScriptApp.newTrigger('generatePerformanceDashboard')
.timeBased()
.after(24 * 60 * 60 * 1000)
.create();
}Outcomes:
- 360-degree business visibility in real-time
- AI-powered insights reduce analysis time by 85%
- Proactive identification of growth opportunities
- Data-driven decision making across all departments
Key Success Factors
Start Small, Scale Fast: Begin with one or two workflows that address your biggest pain points, then expand systematically.
Data Quality First: Ensure your data sources are clean and consistent before implementing complex automations.
User Training: Invest time in training your team on how to interact with and maintain these automated systems.
Regular Monitoring: Set up alerts and regular reviews to ensure your automations continue working as expected.
Continuous Improvement: Use the data generated by these systems to continuously refine and improve your processes.
Measuring Success
Track these key metrics to measure the impact of your automation initiatives:
- Time Savings: Hours saved per week through automation
- Error Reduction: Decrease in manual processing errors
- Response Times: Faster customer service and internal processes
- Revenue Impact: Direct revenue attribution to automated processes
- Employee Satisfaction: Reduced repetitive work increases job satisfaction
- Scalability: Ability to handle increased volume without proportional staff increases
Conclusion
These 10 workflow automations represent more than just time-saving tools — they’re growth accelerators that can fundamentally transform how your business operates. By implementing even half of these systems, you’ll create a competitive advantage that compounds over time.
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Top 10 Business Workflow Automations That Will Skyrocket Your Growth 100x was originally published in Level Up Coding on Medium, where people are continuing the conversation by highlighting and responding to this story.
This content originally appeared on Level Up Coding – Medium and was authored by Dilip Kashyap