Google Drive automation templates

• Sales

  Answer an RFP or a security questionnaire

  A draft answer for each question from your own documents, with the source and the gaps marked.

  You start it: When you start it

  • Google Sheets
  • Confluence
  • Google Drive

• Ops

  Collect last month's invoices

  The vault signs in to each account. All PDFs go to one folder.

  On a schedule: On the 1st of each month at 9:00

  • Gmail
  • Google Drive

• OpsAsks first

  Remove a former employee's access to your tools

  Every account the person still has, closed after your approval, with their files moved to a new owner.

  You start it: When you start it

  • Any admin panel
  • Google Drive
  • SSlack
  • +1 more: GitHub

• Ops

  List renewal dates from your vendor contracts

  End date, notice period and auto-renewal of each contract in a sheet, the next deadline first.

  You start it: When you start it

  • Google Drive
  • DDocuSign
  • Google Sheets

• OpsAsks first

  Register your company on a customer's supplier portal

  Every field of the vendor form filled from your company files, with the gaps listed. It submits after your check.

  You start it: When you start it

  • Any web form
  • Google Drive

• OpsAsks first

  Find files shared publicly from your Google Drive

  Every file that anyone with the link can open, with its owner and last edit. Access changes after you approve.

  You start it: When you start it

  • Google Drive
  • Google Sheets

• OpsAsks first

  Sort and rename files in a shared folder

  Each file renamed and moved by your rules, with a list of every change. Nothing moves before you approve.

  You start it: When you start it

  • Google Drive
  • Dropbox

• Data

  Pull tables from PDFs into a spreadsheet

  Each matching table from your PDFs and scans in one sheet, with numbers as numbers and the page noted.

  You start it: When you start it

  • Google Drive
  • Google Sheets

• DataAsks first

  Request a copy of your data from your accounts

  A data download requested in each account, with what each export includes and when it is ready.

  You start it: When you start it

  • Any website
  • Google Drive

• Data

  Combine many CSV files into one sheet

  All files from a folder in one table, with the columns lined up and the source file on each row.

  You start it: When you start it

  • Google Drive
  • Google Sheets
  • Dropbox

• Finance

  Download statements from all your bank accounts

  Last month's PDF and CSV statements from each bank, named the same way, in one folder.

  On a schedule: On the 2nd of each month at 9:00

  • Any bank site
  • Google Drive

• Finance

  Find card payments that have no receipt

  Each card payment matched to a receipt from your inbox or folder, with the missing ones listed first.

  You start it: When you start it

  • Any bank site
  • Gmail
  • Google Drive
  • +1 more: Google Sheets

• FinanceAsks first

  Create an expense report from your trip receipts

  Each receipt read and entered with its category and currency, in a report that you check before it goes.

  You start it: When you start it

  • Expensify
  • Gmail
  • Google Drive

• Finance

  Collect your tax documents for your accountant

  Every tax form from your bank, broker and payroll sites in one folder, with a list of what is still missing.

  You start it: When you start it

  • Any bank site
  • Any government site
  • Google Drive

• FinanceAsks first

  Collect W-9 forms from your contractors

  The contractors with no W-9 on file, a request to each one, and the forms saved when they arrive.

  You start it: When you start it

  • QuickBooks
  • Gmail
  • Google Drive

• Finance

  Check supplier invoices against purchase orders

  Each invoice matched to its PO and delivery note, with price, quantity and duplicate problems marked.

  You start it: When you start it

  • Google Drive
  • Google Sheets
  • Xero

• FinanceAsks first

  Upload invoices to your clients' billing portals

  Each invoice entered on the right client portal with its PO number, submitted after you approve it.

  You start it: When you start it

  • Any web form
  • Google Drive

• CareerAsks first

  Fill in a job application form from your resume

  Every field of a long application form filled from your documents. It submits after you check it.

  You start it: When you start it

  • Any job board
  • Google Docs
  • Google Drive

• PersonalAsks first

  Start a warranty claim for a broken product

  The receipt, the warranty terms and the maker's claim form filled in. You check it before it goes.

  You start it: When you start it

  • Gmail
  • Google Drive
  • Any web form

• Personal

  Find what an appliance error code means

  What the code means, safe steps to try and when to call for repair, from the maker's manual.

  You start it: When you start it

  • Any website
  • Google Drive

• PersonalAsks first

  Sell an item I no longer use

  A fair price from recent sales and an honest listing. It goes live only after you approve it.

  You start it: When you start it

  • eBay
  • Any marketplace
  • Google Drive

• ShoppingAsks first

  Return an item I bought online

  The return started in the store's portal, with the label saved and the nearest drop-off point.

  You start it: When you start it

  • Any online store
  • Google Drive

• ShoppingAsks first

  Buy everything on a school supply list

  Each item on the list in one cart, with the brand or size the school asks for. You approve the payment.

  You start it: When you start it

  • WWalmart
  • Any online store
  • Google Drive

• TravelAsks first

  Book train tickets for a trip

  The best trains for your times, with the cheapest fare and seats. The booking waits for your approval.

  You start it: When you start it

  • TTrainline
  • Any booking site
  • Google Drive

• TravelAsks first

  Check in online for my flight

  Check-in when it opens, the seat you like, and the boarding pass saved. Paid extras wait for you.

  On an event: When online check-in opens for a flight in your calendar

  • Google Calendar
  • Any airline site
  • Google Drive

• TravelAsks first

  Book timed-entry tickets for an attraction

  Entry slots from the official ticket site only, booked after your approval, with the tickets saved.

  You start it: When you start it

  • Any booking site
  • Google Drive

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