# Google Sheets Automation Triage

Public proof-of-process sample for a focused Google Sheets / Apps Script first pass.

This is a sanitized delivery format, not a private client case study. It shows how I would turn a messy spreadsheet workflow into a reviewable automation slice with clear inputs, checks, and handoff notes.

## Good Inputs

- Current Google Sheet structure or an exported `.xlsx` / `.csv` copy
- The exact manual step that should become automatic
- Sample rows with fake or anonymized data
- Expected output columns, status labels, or report format
- Any current Apps Script, formulas, imports, Zapier/Make/n8n steps, or screenshots
- The acceptance rule: what should be true after the automation runs

## First-Pass Scope

The first pass should stay narrow enough to validate safely:

1. Map tabs, headers, required fields, formulas, and protected ranges.
2. Identify duplicate keys, blank required values, invalid dates, status drift, and formula breakpoints.
3. Build or repair one automation path: import, dedupe, status update, cleanup, report, notification, or export.
4. Add a simple run log so the owner can see what changed.
5. Test against a small sample before touching the full sheet.
6. Return setup notes and the remaining risks.

## Example Acceptance Check

```text
input: 20 sample lead rows
automation: normalize status, dedupe by email, reject missing phone, create import-ready tab
expected:
- accepted rows have normalized status
- rejected rows include reason
- duplicate emails are flagged once
- run log records timestamp, accepted count, rejected count, duplicate count
```

## Typical Deliverable

- Apps Script function or focused formula/table fix
- Clean output tab
- Rejects / review tab when needed
- Run log or status column
- Short handoff with what changed, how to rerun, and what still needs owner review

## Risk Notes

- Do not run on production data until the sample pass is validated.
- Owner-controlled OAuth, Workspace permissions, billing, add-ons, API keys, and sensitive customer data stay with the account owner.
- If the workflow spans multiple tools, validate one data path first before scaling to every tab, form, CRM, or notification.

## Useful Adjacent Proof

- Apps Script Sheet Sync repo: https://github.com/oimrqs-ops/apps-script-sheet-sync
- Apps Script sample artifact: https://oimrqs-ops.x9kqz.uk/proof/sheet-sync.gs
- Workflow reliability checklist: https://oimrqs-ops.x9kqz.uk/proof/workflow-reliability-checklist.md