Process Creation Using Google Sheets

 I recently came across a non-profit organization that was providing places for accommodation. Since there was low traffic of customers or guests, the check-in process was not streamlined, and the data was not properly organized. All the work was done over WhatsApp or by memorizing the details for a few days and then recording them in the documents or papers.

Observing the situation, I asked the operations lead to use this simple tool, Google Sheets, to take care of the check-in process.

1. We created a Google Form that took the basic details of the guests and some necessary documents. A QR code was created for the form to make it even easier.
2. The form was linked to a Google Sheet where further steps were added, such as the room allocated, package chosen, the amount due, welcome email sent or not, etc.
3. Using basic techniques such as conditional formatting or data validation, the person handling it could understand whose bills were pending or to whom he had to send the feedback form.

Through this process, they could understand the due payment and the number of people staying at any particular time and send automated welcome and feedback emails. The person was relieved and shared the feedback that it helped him.

Not every organization can afford software for their work. In those scenarios, these free, simple, and powerful tools come into the picture. Google Forms, Google Sheets, Sites, etc. can be so powerful in managing operations or streamlining processes if used properly.

Promento Solutions

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