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02 / Consultation intelligence

From client intake.
To a prepared conversation.

An event-driven workflow that turns structured client context into a tailored preparation brief, before the consultation begins.

Production demonstration

Business problem
Repetitive research and document assembly before each consultation
Trigger
A completed client intake form initiates preparation
Output
A tailored briefing document with human review retained

A useful conversation starts before the meeting.

Preparation means understanding the client's organization, stated needs, operating environment, likely constraints, and relevant technical options. A calendar invitation provides very little of that context.

Researching and assembling it manually for every meeting creates inconsistent results and consumes time that could be spent evaluating the problem and preparing meaningful questions.

  • Standardize the information collected before a consultation.
  • Trigger preparation when the client completes the intake form.
  • Use client responses to guide external research and analysis.
  • Produce a consistent but client-specific briefing document.
  • Minimize manual intervention while preserving human review.

Context in. A reviewable brief out.

Following a booking request, a completed Google Forms intake triggers Apps Script. A Cloud Run research service combines the submitted context, open-source research, and Vertex AI analysis to prepare a Google Workspace briefing document.

Consultation intelligenceGoogle Cloud
  1. 01

    Capture the context

    1. Google Forms intake
    2. Apps Script event trigger

    Preparation starts with a response

  2. 02

    Organize the research

    1. Cloud Run research service
    2. Intake + open-source research
    3. Vertex AI analysis

    Context and research inform analysis

  3. 03

    Prepare the conversation

    1. Google Workspace document
    2. Human review before consultation

    Judgment stays with the consultant

Client responses guide the research and analysis. The output follows a consistent structure while remaining specific to the organization and its stated needs. Human review is the final step before the consultation.

A small set of deliberate choices.

Structured intake with Google Forms

Forms gives clients a low-friction way to submit consistent information without requiring a custom authentication system or application interface.

Workspace orchestration with Apps Script

Apps Script connects the intake workflow to Google Workspace and initiates downstream processing when a form response is received.

Managed application logic on Cloud Run

Cloud Run provides the execution environment for research, processing, and integration logic without requiring permanent server infrastructure.

Structured analysis with Vertex AI

The submitted context and gathered research help organize findings into a repeatable consultation briefing structure.

Automated deployment with GitHub Actions

Application changes are version controlled and deployed through an automated pipeline rather than manually uploaded to the production environment.

Spend the time on better questions.

The workflow can produce a tailored preparation brief within minutes of a client submitting the intake form. The client's stated needs, operating context, likely constraints, and relevant background are organized before the discussion.

Preparation becomes a repeatable, reviewable process. The consultant can spend more time evaluating the situation and shaping useful questions, with less time collecting and assembling background material.

The engine behind the result.

The stack fits the operating workflow: low-friction intake, event-driven orchestration, managed compute, structured analysis, document generation, and automated delivery.

  • Google Forms
  • Apps Script
  • Cloud Run
  • Vertex AI
  • Google Workspace
  • GitHub Actions

Business context, carried through the architecture.

This production demonstration connects Google Workspace and Google Cloud in a managed, event-driven system. It shows how a defined business need can shape application logic, AI-assisted knowledge work, and a maintainable delivery process.

  • Event-driven application design
  • Google Workspace and Google Cloud integration
  • Managed serverless architecture
  • AI-assisted workflow automation
  • CI/CD through GitHub Actions
  • Translation of business needs into technical design

Next / Financial data automation

A financial process built to repeat

Explore the approach

Is automation the right next step?

The readiness assessment evaluates whether data, governance, cloud architecture, and technical support can sustain workflow automation, or whether another constraint should come first.