Gmail, Sheets and Drive automation

Sound familiar?

• Attachments arrive by email and someone files and forwards each one by hand.
• Your spreadsheet is the real system of record and nothing talks to it.
• Documents get made from a template, renamed and emailed, dozens of times a week.
• A calendar has to reflect the status of something happening elsewhere.

What you get

• Incoming email sorted and routed by what it contains, including its attachments.
• Sheets used properly as a registry: looked up, appended to and kept consistent.
• Documents generated, protected where needed, sent and archived without anyone touching them.
• Calendar and status kept in step with the work.
• Error handling on the fragile steps, because uploads and third-party services do fail.

QUALITECH Inspections shows the shape of it: inspector emails with PDF reports get matched to the right client from a Sheets registry, password-protected, emailed out and archived in Drive.

How it works

We map the process as it runs today, agree what gets automated, then build and test it on real examples including the awkward ones. One hard-won rule: when several attachments arrive at once, every step in the loop has to be safe to repeat, or you silently deliver one and lose the rest.

Questions

Is this safe with client documents?

Yes, and it is worth designing for. Password protection, access limits and where copies are stored are all part of the scope.

Can it run on the free plans?

Often, for low volumes. We size it honestly and tell you when volume will need a paid tier.