Workflow Automation Consulting

Before we automate,
we figure out
what's worth it.

We've worked closely with finance, ops, sales, and marketing teams across 120+ projects — mapping workflows, identifying what's actually worth automating, and building solutions that hold up in production.

Every engagement — four steps
01

Process Discovery

We map your workflows end-to-end and find exactly where time and money are being lost.

02

Tool Selection

Apps Script, Make, AppSheet, AI — we recommend what fits your stack and budget, not what we prefer to build.

03

Scoped Delivery

We scope the project together — clear deliverables, realistic timeline, no surprises. Work starts once you're confident in the plan.

04

Handoff & Support

Full documentation. Your team can manage it — and we're there when things change.

120+
Projects delivered
$8K
Average client savings per year
5.0
Upwork rating · 47 reviews
6–8 wk
Avg migration break-even
Why consulting first
The tool is the last decision, not the first.

Clients come in asking for a Make.com migration, a Sheets automation, or "something with AI." We start one step earlier — and that's usually the difference between a project that pays back in 6 weeks and one that gets abandoned after launch.

  • We've told clients not to automate — and kept their trust because of it
  • No tool vendor ties — zero incentive to recommend the wrong platform
  • Same person assesses and builds. Context never gets lost
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01We're not locked to any tool

We've delivered across Apps Script, Make, Zapier, AppSheet, Python, and AI APIs. We recommend the right fit — not what we're comfortable building.

02120+ projects across every industry

Finance approvals, event logistics, e-commerce ops, lead routing, invoice processing. We recognise patterns most developers never see twice.

03We know when AI helps — and when it doesn't

We've integrated Claude, GPT, and Gemini into real automation workflows. We've also talked clients out of it when rule-based logic gets the same result at a fraction of the cost.

04No consultant-to-developer handoff

We assess and we build. The context never gets lost between the person who understood the problem and the person who wrote the code.

Expertise
The full automation stack — one team.

We choose the right tool for each problem. Not what we're most comfortable with.

Core expertise

Google Apps Script

Custom automation native to Google Workspace. Sheets, Gmail, Calendar, Drive — zero platform fees, full control over logic.

Migration

Make.com & Zapier

We know when to stay on them and when to exit. 120+ migrations, with a clear ROI framework before we recommend either direction.

AI Integration

AI-Augmented Workflows

Claude, GPT, and Gemini in production automations — document parsing, classification, smart routing. And the experience to know when not to use them.

No-Code Apps

AppSheet

Mobile apps for field teams built on existing Sheets data. We've shipped around AppSheet's native limitations — not just within them.

Full-Stack

Scalable Cloud Automation

When volume, complexity, or reliability requirements outgrow no-code tools. Python pipelines, Cloud Functions, database-backed workflows, and custom APIs — built to handle scale without vendor lock-in.

10,000+ operations per day
Custom database or complex data model
Sub-second latency requirements
On-premise or hybrid infrastructure
Case studies
Numbers from real projects.

Every number here comes from a real client engagement. No estimates, no ranges.

Finance
Google Sheets

Two-Level Finance Approval Workflow

70 requests/month, manager → finance head chain, token-authenticated email buttons, rejection reasons auto-collected. No add-ons.

3 hrs/wk
saved per finance manager
Migration
Make.com

Make.com Exit at 80K Ops/Month

High-volume workflow migrated entirely to Apps Script. Same logic, no platform dependency, no recurring fee. Break-even in under 5 weeks.

$10,200
eliminated per year
AppSheet
7 Cities

Multi-City Prop Inventory — Event Company

Date-based quantity blocking across 7 warehouses so double-booking is structurally impossible. 4-role access model separating warehouse staff from coordinators.

0
double-bookings since launch
AI Decision
Invoice OCR

When We Recommended Against AI

Client wanted GPT for invoice parsing. Rule-based extraction hit 99% accuracy at zero API cost. We shipped the cheaper version — and documented why.

99%
accuracy · $0 API cost
Insights
From real projects.

Case studies and how-tos from our work — every post has specific numbers, a tool decision, or a real gotcha.

Does Your Automation Actually Need AI?

Two real projects that show exactly when AI helps — and when rule-based automation gets you 99% accuracy at a fraction of the cost.

Read more →

The Complete Make.com to Apps Script Migration Playbook (2026)

Real data from 120+ migration projects. Cost comparisons, 6-phase process, code patterns, and an honest framework for when NOT to migrate.

Read the playbook →

Save and Continue Google Forms for Free with Apps Script

How we replaced a $39/month JotForm subscription with Google Forms' built-in edit URL and a 30-line Apps Script.

Read more →

Two-Level Finance Approval Workflow in Google Sheets

How we built a two-level approval chain for a team processing 70 requests/month — approve/reject email buttons, token auth, no add-ons.

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Multi-City Prop Inventory for an Event Company in AppSheet

Date-based qty blocking across 7 cities, a two-step prop assignment workaround, and 4-role access separating warehouse staff from coordinators.

Read more →

How I Build a Working Demo Before Most Freelancers Finish Their Proposal

My exact workflow for using Claude AI to build a live working demo in 20–30 minutes — and why a POC link changes how clients respond.

Read more →

How to Create QR Codes in Google Sheets with a Formula

No add-ons. Uses ENCODEURL + IMAGE to dynamically generate QR codes from any cell value.

Read more →

How to Convert Column Index to Column Letter in Apps Script

The built-in workaround for Apps Script's missing columnToLetter function — a clean utility you can paste into any project.

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How to Create Google Forms Programmatically with Apps Script

Build and modify Google Forms from a script — useful when you need dynamic forms generated from data in a Sheet.

Read more →

How to Automatically Update Google Calendar from Sheets

Sync Google Sheets data to Calendar events automatically — create, update, and delete events without leaving your spreadsheet.

Read more →

How to Automate Google Drive with Apps Script

Organize, move, rename, and copy files and folders automatically — triggered by form submissions or a schedule.

Read more →

How to Create a Reusable Google Apps Script Library

Package your utility functions into a shared library so multiple projects can use the same code — no more copy-pasting scripts across files.

Read more →
Verified on Upwork
Top Rated. 5.0 stars.
47 reviews.

Every project on our Upwork profile is a real engagement with a real outcome. 100% Job Success Score across 47 verified client reviews.

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100%
Job Success Score
5.0★
Average rating
47
Verified reviews
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01

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02

We send back an honest assessment within 24 hrs

03

We scope it together — before any work starts

04

Work starts once you approve the plan

Free assessment · Response within 24 hrs · No obligation until you approve the scope