FO
Forms & Intake Automation
Google Forms submissions automatically create records in your CRM, trigger Slack notifications, and kick off onboarding sequences — without anyone monitoring the inbox.
Tools We Build On — Google Workspace
Stop copying data between Google Sheets, Gmail, and Forms by hand
Google Workspace is where most small teams already live — Sheets for tracking, Docs for deliverables, Forms for intake, Gmail for communication. NexFlow connects these tools to your broader workflow stack so information flows automatically instead of requiring someone to move it manually.
Sheets automationGmail workflowsForms intake
What We Build With Google Workspace
- Form submissions routed to CRM and Slack automatically
- Sheets used as live reporting dashboards fed by automation
- Gmail-triggered workflows for follow-up and triage
- Doc and Drive templates auto-generated on project creation
SH
Sheets Reporting Pipelines
Pull data from your CRM, project tools, and ops systems into a Google Sheet on a schedule so your reporting dashboard stays current without weekly manual exports.
GM
Gmail Workflow Triggers
Specific email patterns — inbound leads, client replies, approval responses — can trigger workflow steps like record creation, CRM updates, or team notifications automatically.
Why Google Workspace
When the team already lives in Google tools and needs them to work together
Google Workspace is the right starting point when a team's data already exists in Sheets and Docs but isn't connected to the systems where decisions get made. Connecting the intake, reporting, and communication layers to CRM and project tools is often the fastest way to eliminate duplicate work.
- Strong API access across all Workspace products
- Forms as a no-cost intake layer that connects to everything
- Sheets as a flexible reporting and data-holding layer
- Gmail triggers enable email-based workflow entry points
What you end up with
Google tools that feed your operations instead of running parallel to them
The goal is a workspace where your Sheets update automatically, your Forms create records in the right places, and your Gmail isn't the bottleneck for information flow. Less copying, fewer missed handoffs, more reliable data.
Automated data flowLive reportingFewer manual steps
Next Step
Connect your Google Workspace to the rest of your stack
If your team is manually moving data between Google tools and other systems, a focused integration build usually eliminates the biggest time drains quickly.