Workflow automation case study
Automated Consultation Intelligence Workflow
A repeatable preparation workflow that turns structured client intake into decision-ready context before the consultation begins.
Primary outcome
Brief generated within minutes
Preparation time shifts away from collecting background information and toward evaluating the client's situation, likely constraints, and the questions that will make the meeting useful.
Business problem
Consultation preparation required repetitive manual research, document review, and assembly before every client meeting.
Solution
A cloud-based workflow uses intake responses to trigger research, generate structured analysis, and prepare a customized briefing document.
Outcome
A tailored brief can be generated within minutes, giving the consultant more time to evaluate the client's situation and prepare for a focused discussion.
The problem
Preparing for a consultation involves more than reviewing a calendar invitation. Useful preparation requires understanding the client's organization, stated needs, operating environment, likely constraints, and relevant technical options.
Performing that research manually for every meeting creates inconsistent results and consumes time that could instead be spent evaluating the client's problem and preparing meaningful recommendations.
Design objectives
- • Standardize the information collected before a consultation.
- • Trigger preparation automatically 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.
Solution architecture
Client booking request
│
▼
Google Forms intake
│
▼
Apps Script event trigger
│
▼
Cloud Run research service
│
├── Structured intake data
├── Open-source research
└── Vertex AI analysis
│
▼
Google Workspace briefing document
│
▼
Human review before consultationKey architectural choices
Google Forms for structured intake
Forms provides a low-friction way for clients to submit consistent information without requiring a custom authentication system or application interface.
Apps Script for Workspace orchestration
Apps Script connects the intake workflow to Google Workspace and initiates downstream processing when a form response is received.
Cloud Run for application logic
Cloud Run provides a managed execution environment for research, processing, and integration logic without requiring permanent server infrastructure.
Vertex AI for structured analysis
Vertex AI uses the client's submitted context and gathered research to help organize findings into a repeatable consultation briefing structure.
GitHub Actions for automated deployment
Application changes are version controlled and deployed through an automated pipeline rather than manually uploaded to the production environment.
Technical implementation
The engine behind the result
The stack was selected to fit 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
Result and business value
The workflow can produce a tailored preparation brief within minutes of the client submitting the intake form.
That changes the preparation experience from a last-minute research exercise into a repeatable, reviewable process. The consultant can enter the meeting with the client's stated needs, operating context, likely constraints, and relevant background already organized.
The primary value is not simply speed. It is the ability to spend more preparation time evaluating the client's situation and shaping useful questions, rather than collecting and assembling background material.
What this project demonstrates
- • 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
Apply the same thinking to your organization
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