Lunch Ordering & Payment Tracking
K–12 school
A small school needed a way for parents to order weekly lunches and
for staff to track who had paid, without adding paperwork or asking
non-technical staff to learn new software.
Built as a Google Apps Script web app bound to a single spreadsheet,
so the school's existing Sheets-based workflow stayed the source of
truth. Staff publish a week's menu directly in a sheet tab; parents
order through a simple web form. From there the system handles the
rest: order deadlines close automatically per week (holiday-aware,
calculated from real calendar dates, not toggled by hand), a live
dashboard shows meal counts for the kitchen and running balances per
family, a payment-tracking sidebar supports partial payments and
sends email receipts, and a printable "what to cook today" list with
checkboxes replaces a manual headcount. Past months archive
automatically without disturbing running balances.
- Google Apps Script
- Google Sheets
- Gmail API
- HTML Service
Outcome: staff no longer manually tally orders,
chase payments, or recompute who owes what. The dashboard and
receipts handle it as orders and payments come in.
Provider Document Workflow Automation
Healthcare organization
Getting a document signed by an outside medical provider was a fully
manual process: staff filled out a template by hand, emailed it for
signature, tracked who hadn't responded, chased reminders, and filed
the signed copy themselves, all while keeping a SharePoint list
current.
Replaced the manual chain with a Power Automate flow triggered by a
SharePoint calendar entry. The flow fills the document template from
the entry's details, creates and sends a DocuSign envelope to the
selected provider, and runs scheduled reminders until it's signed.
Once signed, it captures the completed document, files it, updates
the SharePoint item's status, and stops the reminder schedule.
Completed items, list entries and documents together, are archived
automatically, and item-level permissions are managed throughout so
only the right people can see in-progress and completed records.
- Power Automate
- SharePoint
- DocuSign
- Microsoft 365
Outcome: this removed manual reminder-chasing and
filing entirely. Staff create a calendar entry, and the document
lifecycle, from send to signed to archived, runs itself with a
clear status trail.