Gian Mendoza
I Tech & automation va for Businesses I

• Zapier
• ClickUp
• Form

Zapier Form‑to‑Sheet Automation
Tasks: Set up a Google Form, map fields to a Google Sheet, test data flow.
Tools: Zapier Free Plan, Google Forms, Google Sheets.
Deliverable: A working automation that logs every form submission into a clean, structured spreadsheet.

Inbox‑to‑Task Workflow Setup
Tasks: Turn emails into tasks, apply labels, set basic rules for sorting.
Tools: Zapier Free Plan, Gmail, ClickUp or Google Tasks.
Deliverable: A simple workflow that converts incoming emails into organized tasks automatically.

SOP: Daily Admin Workflow
Tasks: Map the process, write the steps, refine clarity with Claude.
Tools: ClickUp Docs or Google Docs, Claude.
Deliverable: A clear, step‑by‑step SOP covering daily admin tasks with checklists and instructions.

Tool Integration Checklist

BrightPath Studio — Form Submission Logging Workflow
Access Needed:
Google account with access to:
Google Forms
Google Sheets
Gmail

Software Onboarding SOP

SOP: Form Submission Logging & Notification Workflow
Business: BrightPath Studio
Purpose: Ensure every customer inquiry is captured and acknowledged automatically.
1. Form Submission Intake
A customer submits the Google Form. Zapier detects the new entry and triggers the workflow.
2. Log Entry in Google Sheets
Zapier adds a new row to the designated Google Sheet, placing each form field into the correct column.
3. Send Notification Email
Zapier sends a Gmail notification to the business owner with the form details and timestamp.
4. Daily Verification
Check the Google Sheet once per day to confirm all submissions were logged and notifications were sent.
5. Handle Exceptions
If a submission is missing or an email wasn’t sent:
- Re‑submit the form manually for testing
- Check Zap history for errors
- Confirm Gmail is still connected
- Update field mapping if needed

1. Created a Google Form
_{Title: Task Submission Form
Fields: Name, Task Type, Description, Priority, Due Date}2. Prepared a Google Sheet
_{Columns matched the form fields
Added a timestamp column for tracking}3. Built a 2‑Step Zap (Free Plan)
_{Trigger: New Form Response in Google Forms
Action: Create Spreadsheet Row in Google Sheets}

4. Mapped the fields
_{Name → Column A
Task Type → Column B
Description → Column C
Priority → Column D
Due Date → Column E
Timestamp → Column F (auto‑generated)}5. Tested the automation
Submitted multiple test entries
_{Verified accuracy and formatting
Ensured no duplicates}

1. Mapped the workflow
_{I broke the process into clear stages:
Intake, Categorization, Task creation, Follow‑up, Completion}2. Wrote the SOP draft
_{Created a structured outline with:
Purpose
Scope
Tools needed
Step‑by‑step instructions
Checklists
Notes & exceptions}3.Used Claude to refine clarity
_{Using a structured prompt, I fed the draft into Claude to:
Improve readability
Simplify wording
Add consistency
Format steps cleanly}

4. Added checklists & conditional steps Including:
_{“If urgent → do this”
“If unclear → follow this step”
“If task is recurring → assign to template”}5. Finalized the document
_{Ensured the SOP displayed the following:
Easy to follow
Beginner‑friendly
Ready for client use}