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data about contacts and deadlines is stored in CRM sheets
Case study
Automated CRM notification system
The automation helps monitor statuses and deadlines in the CRM process by sending notifications based on data and rules stored in the system.
Key implementation elements
dynamic column mapping across multiple CRM sheets
date and time parsing for different formats
reminders that depend on meeting time
daily agenda report with record context
trigger monitoring and failure alerts
Problem before implementation
Problem before implementation
The team manually tracked contacts, meetings, and expiring subscriptions across multiple CRM sheets with different structures. That increased the risk of missing important actions and weighed down the daily workflow.
manual checking of contact and meeting deadlines
multiple CRM sheets with different columns and layouts
risk of missing a subscription or important follow-up
no single readable daily plan for the team
What we built
What we built
We built a modular Google Apps Script system integrated with a complex CRM sheet. It analyzed dates and times, scheduled reminders, sent subscription notifications, and built a daily team agenda report.
dynamic column mapping across multiple CRM sheets
date and time parsing for different formats
reminders that depend on meeting time
daily agenda report with record context
trigger monitoring and failure alerts
Process after implementation
How the process works after implementation
From input data to a cleaner outcome. Below is a shortened view of the process after implementation.
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the system analyzes dates, times, and reminder types
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rules generate the right time-based triggers
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the client or team receives a reminder at the right moment
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a daily agenda is generated every morning with key records
Before / after
How the process changed
The table shows the main differences between manual work and the process after implementation.
| Before implementation | After implementation |
|---|---|
| manual tracking of contact deadlines | automated reminders based on CRM data |
| no consistent process status | clear rules and triggers in one system |
| scattered meeting information | a daily agenda with context |
| easy to miss subscriptions or follow-ups | notifications triggered by rules and timing |
Business outcome
less manual tracking of contact deadlines
more predictable client communication
lower risk of missing important actions
a cleaner daily workflow for the team
Technologies
Google Apps ScriptGoogle SheetsGmailwyzwalacze czasoweworkflow oparte o onEdit
What can be implemented in a similar way
What can be implemented in a similar way
These are examples of processes that can be organized with a similar approach: start from one concrete problem and a clear data flow.
payment and client status reminders
notifications for salespeople and account managers
daily plans and operational reports for teams
workflows based on deadlines and statuses in sheets
Related services
This type of implementation can be connected with MorenaTech's core areas
If a similar process still runs manually or is scattered across files, it can be connected with automation services, Google Workspace, or further process development.
Final CTA
Want to organize deadline tracking in a similar way in your company?
If your team still manually checks contact, meeting, or subscription deadlines, it can be organized into a simpler process based on data and rules.