Real project / Painting company

From Workyard to the sheet the team already used.

A painting company was manually moving account data from Workyard into Google Sheets each day. I automated the extraction and transfer, saving up to 30 minutes a day in data entry.

The task & my role

Two tools, with a manual step between them.

The company needed information from Workyard in its spreadsheet. My contribution was the connection between those tools: extracting the account data and moving it into Google Sheets automatically.

Source

Workyard

The company's account data

Connection

Automated transfer

Extract the data and move it into the sheet

Destination

Google Sheets

The spreadsheet the business uses

Up to

30 minutes

saved each day in manual data entry

Time back in the working day.

The result was up to 30 minutes saved each day in manual data entry. The benefit came from removing a repeated transfer between tools the company already used.

For me, this project captures the value of a focused automation: find the step that keeps costing someone time, then make that step easier.

This describes a real project. The client's name, account details, and business data are kept private.