Google Sheets CRM & PDF Automation

Замовник: AI | Опубліковано: 05.03.2026

I run a Singapore-based maid agency and want all my client, helper, and contract admin to live inside one Google spreadsheet. The workbook should include four tabs—Employers, Helpers, Case Tracking, and Contract Generator—tied together with Apps Script (or another native Workspace method) so everything updates in real time. Data requirements • Employers & Helpers: capture names, contact details, addresses, employment history, references, and the relevant ID-number / background-check fields I already use in the office. • Case Tracking: columns for case status and updates, a simple communication log, and any important dates tied to each placement. Contract workflow On the Contract Generator sheet I want to pick an employer–helper pair from drop-downs and have our standard agreement auto-filled with the correct Terms and Conditions, Roles and Responsibilities, and Payment Details. A single button should then create a clean PDF, save it to a specified Google Drive folder, and give me the link. Deliverables • Google Sheets file with the four fully linked tabs • Apps Script code that performs the merge and PDF export (well-commented) • Short read-me so I can edit fields or template wording later Everything must stay inside Google Workspace—no paid third-party add-ons—and work smoothly for non-technical staff.