Google Sheets & Excel automation.

Google Sheets is more powerful than people realize.

Most teams use Sheets like a fancy notepad. We turn it into a real application platform. With the right combination of formulas, named ranges, custom menus, and Apps Script automation, a humble Google Sheet can replace tools costing $200/month per user — and your team doesn't need to learn anything new.

This is our most popular entry point. Quick wins. Tangible results. Most projects deliver within 1–7 days.

One client had a quote-generation workflow that took 25 minutes per quote across 3 different tools. We turned it into a single Sheets-based form that generates a branded PDF and emails it in 90 seconds.

What we automate in Sheets

• Complex formulas & calculations — multi-tier IF logic, ARRAYFORMULA, QUERY, IMPORTRANGE chains, financial models, VAT/GST/CGST/SGST/IGST pipelines, currency conversion
• Dynamic dashboards — KPI cards, dependent dropdowns, slicer filters, conditional formatting, sparklines, custom charts
• Custom menus & sidebar UIs — branded menu items that run automation scripts (export PDF, email report, sync inventory, etc.)
• Scheduled triggers — daily/weekly reports auto-emailed, hourly inventory sync, monthly close-of-books processes
• PDF generators — branded invoices, quotes, certificates, contracts with logo, signature fields, and email delivery
• Gmail automation — mail merge from Sheet rows with PDF attachments, scheduled send, follow-up sequences
• Form-based data capture — Google Forms or custom HtmlService forms feeding Sheets with validation, deduplication, and routing logic
• Data cleanup & transformation — messy data import, deduplication, fuzzy matching, regex parsing, normalization

Common Sheets project shapes

Custom invoice / quote generator

Sheet-driven invoice creation with your logo, branded PDF output, dynamic line items, tax calculations (VAT/GST/CGST/SGST/IGST/sales tax), multi-currency, and email-as-attachment delivery via GmailApp.sendEmail().

Multi-tier dashboard

Executive view (high-level KPIs), manager view (departmental drilldown), and operations view (raw data) — all driven from a single dataset with role-aware visibility.

Inventory tracker with reorder alerts

Live stock tracking with on-hand vs reorder-point comparison, automated email alerts when products fall below threshold, and bulk PO generation.

Lead capture & routing system

Web form (or Google Form) → Sheet row → automatic enrichment via API → assigned to sales rep based on rules → email notification → status pipeline tracking.

Booking / appointment management

Sheet-based booking calendar with conflict detection, automated client confirmation emails, reminder sequences, and Calendar event creation.

Time-tracking & payroll automation

Per-employee time sheets with shift calculation, overtime rules, leave tracking, and monthly payroll summary export.

Our Sheets engineering principles

Named ranges over hardcoded references

Every project uses a ⚙️ Settings tab with Named Ranges for configurable values. This makes the system resilient to column reordering — your team can move columns around without breaking formulas.

Dynamic header lookup, never hardcoded indices

In Apps Script, we never write row[3]. We always look up column index by header name at runtime. So if you add a new column in the middle of the sheet, the script doesn't silently corrupt data.

getDisplayValues over getValues for sensitive cells

Sheets auto-converts values like 8-9 to dates, or 1/2 to fractions. We use getDisplayValues() to read what's actually visible, preserving your team's original input intent.

ARRAYFORMULA over copy-pasted formulas

For column-wide calculations we use a single ARRAYFORMULA() in row 2 — much faster, easier to maintain, and impossible to accidentally break by deleting a row.

Performance budget on every script

Every automation we ship runs in under 30 seconds for typical use. For long-running operations, we use background triggers + progress UI so users never wait on a frozen tab.

Excel-specific work

While Google Sheets is our primary platform, we also handle Excel automation:

• Complex Excel formula logic (XLOOKUP, dynamic arrays, LET/LAMBDA, Power Query)
• VBA macros for legacy Excel workbooks
• Excel-to-Sheets migration with formula adaptation
• Sheets-to-Excel export pipelines (preserving formatting, formulas, charts)
• Office Scripts for cloud Excel automation

For most clients we recommend migrating to Google Sheets where the long-term automation story is dramatically better — but we deliver in either world.

Pricing

• Single Sheets automation — From $100 (1–3 days)
• Multi-feature Sheets project (formulas + dashboard + triggers) — From $300 (3–7 days)
• Custom invoice/quote generator with PDF + email — From $500 (5–10 days)
• Full multi-module Sheets workflow platform — From $1,500 (2–4 weeks)
• Excel migration to Sheets — From $400 (1–2 weeks depending on complexity)

FAQs

Can you fix a Sheet that "broke" after someone edited it?

Yes — and these are some of our favorite projects. Send us the broken sheet, describe what it used to do, and we'll diagnose, fix, and harden it against future accidental damage (with protected ranges, validated inputs, and undo-friendly architecture).

How do I handle Sheets execution time limits?

Apps Script free tier has a 6-minute execution limit per run, and Workspace has 30 minutes. For most workflows that's plenty — but for long-running batch operations we use self-chaining time-driven triggers that pick up where the previous run left off, with progress saved to PropertiesService.

Can the script run while the sheet is closed?

Yes — that's exactly what time-driven triggers are for. Schedule them to run every minute, hour, or day. Apps Script runs them on Google's servers regardless of whether anyone has the sheet open.

Will this work with Google Workspace (paid) vs free Gmail?

Both. Workspace gives higher quotas and longer execution time, but free Gmail accounts can do almost everything we ship. We'll tell you in the discovery call if your specific project needs Workspace.