⚙️ Workflow Automation & Data Handling — Google Forms × Zapier × Google Sheets

🔍 Project Context

A fictional practice project simulating an administrative VA role for BrightPath Career Coaching, a career coaching business receiving 15–30 discovery call enquiries per week. The existing process relied on manual copy-paste from email notifications into a Google Sheet, creating risks of missed enquiries, duplicate records, and copying errors.

❓ The Problem

• Enquiries could be missed in a busy inbox
• Duplicate records could be created manually
• Contact details could contain copying errors
• No single reliable central record of each enquiry
• Founder spending unnecessary time maintaining the tracker manually

⚙️ The Process

Built a simple automated intake workflow:

Google Forms → Zapier → Google Sheets

When a new discovery call form is submitted:

1. Zapier captures the submission automatically
2. Information is mapped to the relevant spreadsheet columns
3. A new row is created — no manual input needed
4. New leads are assigned a default status of “New”
5. Duplicate status flagged separately for review