CRM Workflow for Showroom Insights

Integrated showroom visits, sales feedback, and quote data into a trackable CRM workflow, turning insights that used to stay in verbal check-ins into records that could be accumulated, followed up, and actually used.

My First Apps Script: Turning a Manual Report into an Automated Daily Update

After taking over a manually maintained ad inquiry report, I found the work wasn't hard — just repetitive. I used Gemini to write my first Apps Script, which pulls CRM data into Google Sheets every workday, organizes the numbers, and sends an email summary automatically — replacing the weekly manual update process.