Process before the tool
Each description starts with the operational problem: manual steps, scattered data, mistakes, or a missing clear work status.
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MorenaTech in practice
Case studies in automation and Google Workspace for small businesses
See MorenaTech implementations across Google Workspace, reporting, notifications, Lead Automation, Mobile Service Protocol, and the AI News Creator 2.0 pipeline. No fake metrics and no claims without evidence.
Integrations close to daily work
The starting point is usually Google Sheets, Gmail, Drive, CRM, documents, and reports, which are the places where small businesses already work.
No invented outcomes
I do not add artificial metrics, testimonials, or claims without evidence. The descriptions keep what follows from the real implementation scope.
What these implementations show
A cross-section of processes, data, reporting, and notifications
These examples are not a catalog of ready-made templates. They show how work happens around a specific problem: from identifying data sources, through process rules, to a tool that gives the team a repeatable way of working.
process automationGoogle WorkspaceApps ScriptCRM and reportingdocuments and notificationsinformation organizationB2B salesfield serviceAI workflow
Time tracking system
A Google Apps Script application for attendance, absences, breaks, PDF documents, and XLSX and CSV reports for HR workflows.
process automationGoogle WorkspaceApps Scriptdocuments and reporting
Open case studyCRM + Optima reporting automation
Combined CRM and Optima data: content-based file recognition, time format cleanup, client name matching, and billing sheet updates.
CRM and reportingGoogle SheetsApps Scriptdata cleanup
Open case studyAutomated CRM notification system
Reminders for contacts, meetings, and subscriptions based on multiple CRM sheets, plus a daily team agenda.
documents and notificationsCRMGmailApps Script
Open case studyMamaHealth
A mobile application for recording measurements, result history, and simple health reports, designed for regular use and readable data.
information organizationmobile appreportingAndroid
Open case studyLead Automation
An operator panel for leads, segmentation, message drafts, human approval before sending, and campaign open-rate reporting in B2B sales.
B2B saleslead managementemail campaignshuman-in-the-loop workflow
Open case studyMobile Service Protocol
A workflow from service order to report: statuses, client data, technician work on the phone, notes, photos, and the final document.
field servicemobile workflowservice reportsjob flow
Open case studyAI News Creator 2.0
A Gemma-first pipeline for topic screening, source collection, fact verification, research packs, and draft preparation with manual approval.
AI workflowresearch pipelinehuman in the loopeditorial data flow
Open case studyHow to read these case studies
Look for similarity in the process, not in the tool name
Two similar problems may require a different automation approach if the data, responsibilities, or exceptions in the process are different.
1
Start with the problem and the input data, because that determines whether automation makes sense.
2
Then look at the scope of the solution: which steps the tool took over and which remained with a human.
3
At the end, compare the technologies with your own process. A similar tool does not mean an identical implementation.
Related services
When you see a similar problem in your company
Most often we start with one process: a report, spreadsheet, reminder, document, or a place where data regularly goes out of sync.
Automation for business
Processes, reports, notifications, and data flow that currently require too many manual steps.
SeeGoogle Workspace and Apps Script
Automation in Google Sheets, Gmail, Forms, documents, and Drive files.
SeeAI for business after data cleanup
Practical AI only makes sense when the data is organized and the supported process is clear.
SeePricing and starting scope
Approximate engagement thresholds and when an individual quote is needed.
SeeNext step
Describe one process that takes too much manual work today
A short description is enough: where the data lives, who uses it, what report or document is created, and what breaks most often.