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Client Request Tracking System

Project type

Process Automation

Date

January, 2026

Location

Nigeria

Role

Automation Specialist

Have you ever lost a client because you didn't follow up on time?

This is a practical automation that captures, logs, and acknowledges client requests automatically, eliminating missed follow-ups and manual tracking for good. Zero paid tools, just Google Workspace that was structured properly.

Automated Workflow Process

- Client Submits Request via Google Form structured, consistent input every time

Logged in Google Sheets: Every submission captured instantly, no manual entry

Apps Script Triggers: Automation triggers the moment a form is submitted

Client Gets Confirmation: Automatic personalised email sent to the client instantly

Team Notified Instantly: Internal team alerted with full request details

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