Streamline QA with Automated Workflow: Smartsheet to Google Drive

Streamline QA with Automated Workflow: Smartsheet to Google DriveStreamline QA with Automated Workflow: Smartsheet to Google Drive

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Natalie H

• 1d

Automated QA documentation workflow that generates forms, collects field signatures, and files completed records into project folders.

The Challenge: Quality assurance documentation was previously handled through manual processes that required multiple steps between field teams and the office. This created delays, inconsistent filing, and additional administrative overhead.

The goal was to design a system that allowed field leaders to complete QA documentation on-site while ensuring the office received properly filed records automatically.

The Solution: I designed an automated QA documentation workflow that connects Smartsheet, Google Forms, Google Drive, and Apps Script to manage the full lifecycle of QA records.

Crew leaders trigger the process directly from Smartsheet, which generates the QA document and sends it to the appropriate recipient. Once signed, the system detects the completed file and automatically attaches it to the correct project record.

Key Features

• Document Generation: QA documents are generated automatically from project data when triggered from Smartsheet.

• Field-Friendly Process: Crew leaders can complete the QA process on-site using mobile-friendly forms and signature tools.

• Automated File Detection: Scripts monitor the signed document folder and detect when completed forms are uploaded.

• Auto Filing & Record Linking: Completed QA documents are automatically attached to the correct Smartsheet row and stored in the project folder.

• Status Tracking: The system logs notes such as document generation date, filing success, or manual review flags.

Outcome: The QA process now runs through a structured automation workflow rather than manual tracking. Documentation is generated, signed, and filed consistently while reducing administrative effort for both field teams and office staff.

Completed work

Smartsheet Business Workflow Automation Business Operations Apps Script

mc jibon

• Mar 30

I turn messy PDFs and Word files into clean, editable documents – with 100% formatting accuracy. What I do: ✓ PDF to Word (including scanned PDFs with OCR) ✓ Word to PDF (fonts, tables, images, layout preserved) ✓ Document formatting & cleanup Why work with me? ✓ 24-hour delivery for most projects ✓ Free revisions until you're happy ✓ Reliable, professional, and fast Whether it's a business rep

File Conversion Adobe Spark Google Apps LibreOffice

LaShone Thomas

• Mar 31

This sample demonstrates how I create clear, repeatable SOPs that bring structure and consistency to a business. I document each step of a workflow so tasks are completed the same way every time, making operations smoother, training easier, and results more reliable for busy entrepreneurs.

Business Administration Business Workflow Automation Business Operations Canva Google Drive Google Workspace Studio

Korey Poggemoeller

• Mar 30

Senior Software Engineer & AI Automation

I designed and developed this AI-powered lead automation system as a Senior Software Engineer specializing in AI automation and workflow engineering. The system automatically monitors a lead database and triggers a processing pipeline whenever a new lead appears. It intelligently filters and qualifies leads based on predefined conditions, then uses AI to generate contextual messages and summaries. This automation eliminates manual lead handling, improves response speed, and ensures that only high-quality leads move through the workflow.

After the AI generates the message, the system formats and parses the content before automatically sending notifications to internal teams through communication channels such as Slack and email. The workflow then updates the database with the processed results, keeping all records synchronized. This project demonstrates my ability to build scalable automation systems that integrate databases, AI services, and communication platforms to create efficient, real-time business workflows.