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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 Review & Send Envelope Creator CSV Sorter Email to Spreadsheet Spreadsheet Cleaner Spreadsheet Merger Spreadsheet Splitter Receipt Camera Upload Receipt Extractor
Administration

Instructor Dashboard

Create attendance links, collect student details, review pass/fail results, generate attendance sheets and certificates, organize course files in Drive, and prepare reviewed student emails.

Set up a course, collect student registration details, close attendance, mark pass/fail, generate attendance sheets and certificates, organize Drive files, and prepare reviewed student emails from one instructor-friendly screen.

  1. Create the course with its name, date, and optional course code.
  2. Share the attendance link or QR code with students.
  3. Review registrants, close the sheet, mark results, then generate Drive files and reviewed student emails.
Watch Demo Video
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.
Watch Demo Video
Administration

Client Outreach and Repeat Training

Search saved student and course records, schedule renewal reports with CSVs, and run reviewed student renewal email journeys.

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
Current interface preview. View larger preview
Administration

Email Review & Send

Upload a recipient list, create reusable email templates, optionally add attachments, preview every personalized email, send yourself a test, then approve the batch send.

Upload a recipient list, create reusable email templates, optionally add attachments, preview each personalized email, send yourself a test, then approve the batch send.

  1. Upload the recipient list with an Email column.
  2. Create or choose a template with placeholders such as {{First Name}} or {{Invoice Total}}.
  3. Optionally attach files that should be included with every email.
  4. Preview personalized emails, send a test to yourself, then approve the full send.
Watch Demo Video
Administration

Envelope Creator

Upload recipient rows, customize your envelopes, and optionally add your logo. Google Maps checks that the addresses are correct and makes recommendations.

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.
Watch Demo Video
Envelope Creator tool screenshot
Current interface preview. View larger preview
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.
Watch Demo Video
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.
Watch Demo Video
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 the specific format you need. Save the template for later.

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.
Watch Demo Video
Spreadsheet Splitter tool screenshot
Current interface preview. View larger preview
Bookkeeping

Receipt Camera Upload

Create a web app on your phone, open the app, take a picture, and upload it directly into Google Drive.

Create a web app on your phone, open the app, take a picture, and upload it directly into Google Drive.

  1. Add the tool to your phone home screen as a web app.
  2. Open the web app and take one receipt photo.
  3. Upload the image directly to the configured Google Drive folder.
Receipt Camera Upload tool screenshot
Current interface preview. View larger preview
Bookkeeping

Receipt Extractor

Upload your receipts, train the system to categorize your receipts, review and approve receipts. Save your personal training for next time you upload receipts from the same supplier.

Upload receipts, train the system to categorize receipts by supplier, review and approve extracted details, and save your personal training for the next upload.

  1. Upload receipt files or pull receipts from the Receipt Camera Upload tool.
  2. Correct suppliers, categories, totals, and notes during review.
  3. Train the system so future receipts from the same supplier use your saved preferences.
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