Your Automation Solution
Services

See how each automation workflow supports day-to-day operations.

Browse tool-by-tool workflow previews with the fields, review tables, and outputs a user can expect to work with.

Instructor Dashboard Certificate Generator Client Outreach and Repeat Training Email Draft Builder Envelope Creator Wilderness First Aid Cards CSV Sorter Email to Spreadsheet Spreadsheet Cleaner Spreadsheet Merger Spreadsheet Splitter Receipt Camera Upload Receipt Extractor
Administration

Instructor Dashboard

Create attendance links, manage registrants, upload rosters, and capture cards through the instructor workflow.

Set up a class, collect student registration details, close attendance, mark pass/fail, and prepare the roster from one instructor-friendly screen.

  1. Create the course with course type and date.
  2. Share the attendance link or QR code with students.
  3. Review registrants, close the sheet, mark results, and upload rosters.
Instructor Dashboard tool screenshot
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Administration

Certificate Generator

Upload blank certificate PDFs, place reusable text boxes, preview CSV data, and generate completed certificate PDFs.

Create certificate or card files from reviewed student rows by placing reusable text boxes on a blank visual PDF template.

  1. Pick a saved certificate template or create a new one from a blank PDF.
  2. Place reusable text boxes once, then upload CSV rows for each certificate run.
  3. Preview missing information before generating the completed certificate PDF.
Administration

Client Outreach and Repeat Training

Search saved FATE student, company, roster, and card records, then export reviewed outreach lists for repeat training follow-up.

Search past student and company records, then build a reviewed follow-up list for renewals, repeat training, or outreach campaigns.

  1. Choose a search audience such as students, companies, or expiring records.
  2. Review matching contacts and training history.
  3. Export a clean outreach list for follow-up.
Client Outreach and Repeat Training tool screenshot
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Administration

Email Draft Builder

Upload a CSV with an Email header, manage reusable draft templates, and save reviewed drafts into the admin webmail Drafts folder.

Upload a contact CSV, choose a reusable template, review the message, and save drafts into webmail.

  1. Upload the recipient list with an Email column.
  2. Choose or edit the draft template.
  3. Review drafts before they are saved to webmail.
Administration

Envelope Creator

Upload recipient rows, keep or replace the bundled logo, and generate #10 envelope PDFs.

Generate printable envelope PDFs from recipient rows while keeping address formatting consistent.

  1. Upload recipient names and mailing addresses.
  2. Review address rows and logo choice.
  3. Download the envelope PDF output.
Envelope Creator tool screenshot
Current interface preview. View larger preview
Administration

Wilderness First Aid Cards

Pull selected Event Registration sheet rows, add manual names, and generate Wilderness First Aid card PDFs from the saved zone layout.

Generate Wilderness First Aid cards from selected event-registration rows and the saved Avery card zone layout.

  1. Select the student row ranges from the registration sheet.
  2. Preview names, course date, and instructor details.
  3. Generate the Wilderness First Aid card PDF from the saved zone layout.
Wilderness First Aid Cards tool screenshot
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Data / Excel

CSV Sorter

Manual spreadsheet cleanup utility for sorting CSV exports by header or column index.

Sort spreadsheet exports by one or more columns and save reusable sort templates for repeated cleanup work.

  1. Upload the CSV or spreadsheet export.
  2. Choose one or more sort layers.
  3. Download a sorted file named with the template and date.
CSV Sorter tool screenshot
Current interface preview. View larger preview
Data / Excel

Email to Spreadsheet

Turn structured emails into reviewed spreadsheet rows without manually copying each field.

Turn registration details from an email into reviewed spreadsheet rows without manually copying every student field.

  1. Pull or paste the registration email.
  2. Review extracted student, course, and schedule fields.
  3. Save approved rows into the spreadsheet workflow.
Data / Excel

Spreadsheet Cleaner

Upload a CSV or XLSX file, clean formatting by header, and download an XLSX with invalid cells highlighted yellow.

Clean spreadsheet formatting by header and highlight invalid cells so review work is focused where it matters.

  1. Upload a CSV or XLSX file.
  2. Choose which headers need formatting checks.
  3. Download an XLSX with invalid cells highlighted yellow.
Spreadsheet Cleaner tool screenshot
Current interface preview. View larger preview
Data / Excel

Spreadsheet Merger

Upload multiple CSV or XLSX files and download one master XLSX with columns merged by matching headers or a header map.

Merge multiple spreadsheets into one master file by matching headers or using a saved header map.

  1. Upload multiple CSV or XLSX files.
  2. Map equivalent headers between the files.
  3. Download one merged master spreadsheet.
Spreadsheet Merger tool screenshot
Current interface preview. View larger preview
Data / Excel

Spreadsheet Splitter

Upload a CSV or XLSX file, choose a column to split by, delete selected columns, and download one cleaned CSV per group value.

Split a spreadsheet into separate cleaned CSV files by a chosen group value such as date, coupon code, affiliate, or course.

  1. Upload the spreadsheet and choose the group column.
  2. Delete private columns and set the output column order.
  3. Download one cleaned CSV per group value.
Spreadsheet Splitter tool screenshot
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Bookkeeping

Receipt Camera Upload

Take one receipt photo and upload it directly into a configured Google Drive folder.

Take a receipt photo from a phone and upload it directly into the configured Google Drive folder.

  1. Open the camera from the tool.
  2. Take the receipt photo and confirm the capture.
  3. Upload the image to the configured receipt folder.
Receipt Camera Upload tool screenshot
Current interface preview. View larger preview
Bookkeeping

Receipt Extractor

Audit shared receipt records, preserve review decisions, cross-reference rows, and apply approved receipts.

Audit shared receipt records, keep review decisions, and apply approved receipt details to the bookkeeping workflow.

  1. Pull receipt files from the shared folder.
  2. Review extracted supplier, date, subtotal, tax, and total fields.
  3. Apply approved receipts and preserve review decisions.