Shipping Workflow Automation Using Google Workspace
Client
Global Retail Inc.
Industry
eCommerce & Retail
Region
North America & Europes
Challenges
The client, performing scheduled deliveries once or twice yearly, relied entirely on manual Google Sheets management. This approach caused inefficiencies in route planning, delivery tracking, and document management. They required a low-cost, no-web-development solution to streamline processes using existing tools like Google Sheets.
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Goals & Objectives
The client was struggling to stay competitive in a rapidly changing market where competitors adjusted pricing thousands of times daily. Their manual monitoring process was slow, inconsistent, and covered only a fraction of their catalog. They needed real-time visibility into competitor pricing across their entire product range to optimize their pricing strategy.
Develop a streamlined and automated delivery workflow tailored to infrequent, scheduled delivery operations.
Minimize manual intervention by eliminating repetitive and error-prone tasks to enhance operational efficiency.
Provide comprehensive traceability and accessibility for delivery statuses, proof of deliveries, and overall workflow progress to improve transparency and accountability.
Requirements
Establish Google Sheets as the centralized platform for data storage, workflow control, and operational monitoring to leverage existing client tools without additional infrastructure.
Seamlessly integrate with Routific API to enable optimized route planning, accurate delivery tracking, and dynamic status updates.
Implement automated handling, validation, and storage of proof-of-delivery images to ensure organized documentation and reduce manual file management.
Facilitate real-time synchronization with Asana to maintain task visibility and allow effective cross-team coordination and task management.
Utilize Google Apps Script to build the entire automation solution within the Google Workspace ecosystem, avoiding the need for external web applications or complex deployment.
Solution
We delivered a tailored Real-Time Competitor Scraping Platform built specifically for the client’s product range and operational needs. Our solution included:
Google Apps Script Automation:
Added custom menus in Google Sheets to trigger workflow actions like route generation, data syncing, and status updates.
Routific Integration:
Connected Google Sheets to the Routific API to fetch optimized routes, update delivery statuses, and monitor progress in real-time.
Google Drive Integration:
Automated downloading and uploading of POD images into their corresponding order folders within Google Drive.
Asana Integration:
Implemented a custom sync to update Asana tasks and delivery statuses, reflecting changes made in Google Sheets with mapped custom fields.
Zero Web Development:
Leveraged familiar Google Workspace tools to create a cost-effective, maintainable solution accessible to non-technical users.
Results
Achieved an 80% reduction in manual effort for delivery scheduling and tracking.
Eliminated additional software costs by utilizing Google Workspace tools.
Enabled real-time visibility into delivery progress and task statuses through synchronized platforms.
Simplified operations, allowing non-technical users to manage workflows directly within Google Sheets.
Established a fully auditable process with organized proof-of-delivery records in Google Drive.
Technologies Used
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Lora Smith
Any feature, you ask, we develop
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