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𝗦𝗮𝘃𝗲 𝘁𝗶𝗺𝗲, 𝗿𝗲𝗱𝘂𝗰𝗲 𝗺𝗮𝗻𝘂𝗮𝗹 𝘄𝗼𝗿𝗸, 𝗮𝗻𝗱 𝘁𝘂𝗿𝗻 𝘆𝗼𝘂𝗿 𝘀𝗽𝗿𝗲𝗮𝗱𝘀𝗵𝗲𝗲𝘁𝘀 𝗶𝗻𝘁𝗼 𝗿𝗲𝗹𝗶𝗮𝗯𝗹𝗲 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗲𝗱 𝘀𝘆𝘀𝘁𝗲𝗺𝘀. ⚙️ Give me a spreadsheet, report, tracker, or business process that is taking too much time, and I’ll help turn it into a streamlined system that works accurately and reliably. 📹 Send me an invitation or message, and I’ll be happy to create a personalized video explaining how I would approach your project and where automation could help most. ❝ This was the most pleasant experience I have ever had on Upwork after 5+ years. Zachary is very knowledgeable and his customer service is exceptional! ❞ — Destiny, Upwork Client 𝗛𝗼𝘄 𝗜 𝗰𝗮𝗻 𝗵𝗲𝗹𝗽 𝘆𝗼𝘂 I build practical Google Sheets, Excel, dashboard, and workflow automation solutions for businesses that want to spend less time on repetitive administrative work. My solutions can help you: ✅ Eliminate repetitive data entry ✅ Automate emails, reports, PDFs, and document creation ✅ Connect spreadsheets with other business applications ✅ Organize scattered data into one reliable system ✅ Create dashboards that make important information easier to understand ✅ Reduce errors caused by manual copying and updating ✅ Build workflows that are easier for your team to use and maintain Instead of forcing your business into a generic template, I create solutions around how your team actually works. 𝗖𝗼𝗺𝗺𝗼𝗻 𝗽𝗿𝗼𝗷𝗲𝗰𝘁𝘀 𝗜 𝘀𝘂𝗽𝗽𝗼𝗿𝘁 ☑️ Google Sheets automation and custom spreadsheet systems ☑️ Google Apps Script development, troubleshooting, and optimization ☑️ Excel formulas, reporting tools, trackers, and dashboards ☑️ Automated email reminders and notifications ☑️ PDF and Google Docs generation from spreadsheet data ☑️ Gmail and Google Drive file-processing automations ☑️ CSV imports, data cleanup, matching, and duplicate prevention ☑️ Google Forms and form-submission workflows ☑️ Google Calendar event creation and synchronization ☑️ Looker Studio dashboards and automated reporting ☑️ AppSheet applications for mobile data collection ☑️ n8n, Makecom, and Zapier workflow automation ☑️ API, webhook, OpenAI, and AI-powered workflow integrations 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂 𝗰𝗮𝗻 𝗲𝘅𝗽𝗲𝗰𝘁 𝘄𝗵𝗲𝗻 𝘄𝗼𝗿𝗸𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗺𝗲 🔸 Clear and responsive communication 🔸 Careful attention to your business requirements 🔸 Organized, maintainable systems—not temporary workarounds 🔸 Thorough testing before delivery 🔸 Documentation or a walkthrough so you understand the solution 🔸 A solution-focused approach when unexpected challenges arise My goal is not simply to complete a list of technical tasks. It is to create a system that genuinely saves your team time, improves accuracy, and makes your day-to-day operations easier. 𝗧𝘆𝗽𝗶𝗰𝗮𝗹 𝗿𝗲𝘀𝘂𝗹𝘁𝘀 ⏱ Less time spent updating spreadsheets manually 📊 Faster and more consistent reporting 🎯 Better visibility into business operations ✅ Fewer mistakes and missed follow-ups ⚙️ Reliable processes that continue working after the project is complete Have a spreadsheet or workflow that has become too manual, complicated, or time-consuming? Invite me to your Upwork job, and let’s discuss how I can turn it into a clear, reliable automation system. 🔧 𝗘𝗫𝗣𝗘𝗥𝗧𝗜𝗦𝗘 Google Sheets | Google Apps Script | Spreadsheet Automation | Excel | Workflow Automation | Business Process Automation | n8n | Makecom | Zapier | Dashboard Development | Looker Studio | AppSheet | Reporting Automation | PDF Generation | Gmail Automation | Google Drive Automation | Google Forms | Data Processing | Data Cleanup | CSV Imports | API Integration | Webhooks | OpenAI Integration | AI Automation

I build code-first AI workflow automation systems using Python, OpenAI and Anthropic APIs, and Google Apps Script and Microsoft VBA. My work focuses on document processing, data extraction, Google Sheets / Docs automation, and structured business workflows that need to be reliable, maintainable, and usable by real teams. Clients usually bring me in when an automation is partly working but too fragile to trust. I tighten business logic, improve extraction quality, add review checkpoints and logging, and turn manual processes into systems a team can actually operate. Typical delivery includes Python scripts, Flask web apps, API integrations, Google Sheets with Apps Script, and deployed workflow systems. I bring enterprise product and delivery experience from Nike and Momentive (SurveyMonkey), which helps when a project needs requirements clarity and stakeholder coordination alongside hands-on implementation. Recent projects include: - Python/Flask web app for document processing and healthcare workflows, including lab-report PDF analysis, multi-step AI orchestration, staged prompts, markdown handoffs between agents, and DigitalOcean deployment - Long-running Python/Flask application for a psychologist with multiple clinics in California, processing large volumes of client test data. It performs longitudinal statistical analysis with charts, generates patient-friendly results in the patient's native language, and automates final formatting in Microsoft Word using the psychologist's preferred templates and styles - Google Sheets / Docs automation with AI-generated document outputs and workflow logic - Prompt engineering and ChatGPT process automation for an ongoing client - Debugging and stabilizing an existing team's workflow mid-project On Upwork, I’m Expert-Vetted with 100% Job Success, $300K+ earned, and 41 completed contracts.

-- Tech Stack & Services -- ✔️ Appsheet ✔️ Google Sheets ✔️ Google App Scripts ✔️ Google Cloud ✔️ SQL ✔️ API integrations ✔️ Zapier ✔️ Integromat/Make ✔️ Data/Looker Studio Specialized in Appsheet app creation and management. Over 6 years building on Appsheet. Also offering services in supporting platforms.

Are you manually preparing, sending, tracking, or storing signed documents? I help businesses automate electronic signature workflows using DocuSign, with a strong focus on templates, PowerForms, WebForms, Bulk Send, API integrations, and form-to-signature automation. Many businesses struggle with DocuSign because they are not sure how to structure templates, prepare Bulk Send CSV files, map recipients correctly, automate envelopes, or troubleshoot routing and field issues. I help simplify that process and turn manual signing tasks into reliable, repeatable workflows. I can help with: → DocuSign templates, PowerForms, WebForms, envelopes, tabs, and recipient roles → Bulk Send setup, CSV preparation, recipient lists, field mapping, and troubleshooting → Signing order, routing, conditional fields, custom fields, and embedded signing → DocuSign API integrations using REST APIs, OAuth, JWT, templates, webhooks, and DocuSign Connect → Envelope creation, status tracking, completed document retrieval, and signed PDF storage → Form-to-signature workflows using JotForm, Zoho Forms, WordPress forms, CRMs, custom web forms, and internal applications → Automation between eSignature platforms, databases, cloud storage, email notifications, websites, and reporting tools → Troubleshooting template issues, PowerForm problems, Bulk Send errors, CSV formatting issues, API errors, routing issues, and integration failures → Advising on DocuSign, PandaDoc, Adobe Sign, Dropbox Sign / HelloSign, Bulk Send, API automation, and custom workflow automation Typical projects I support include: → Setting up reusable DocuSign templates and signing workflows → Creating DocuSign PowerForms or WebForms → Setting up and troubleshooting DocuSign Bulk Send workflows → Preparing Bulk Send CSV files and mapping recipient data correctly → Connecting JotForm, Zoho Forms, WordPress, CRMs, or custom forms to DocuSign → Automating DocuSign envelope creation and sending → Building embedded signing workflows for websites or applications → Tracking envelope status using DocuSign Connect / webhooks → Retrieving, renaming, storing, and organizing completed signed PDFs → Sending email notifications after signing is complete → Building approval workflows before or after signature → Fixing broken DocuSign API, template, PowerForm, Bulk Send, or routing workflows → Migrating manual PDF/signature processes into automated eSignature workflows My goal is simple: make your document signing process easier, faster, more reliable, and easier for your team and customers to use.

𝗧𝗵𝗲𝗿𝗲'𝘀 𝗻𝗼 𝘀𝗵𝗼𝗿𝘁𝗮𝗴𝗲 𝗼𝗳 𝗔𝗜 𝘁𝗼𝗼𝗹𝘀. 𝗧𝗵𝗲𝗿𝗲'𝘀 𝗮 𝘀𝗵𝗼𝗿𝘁𝗮𝗴𝗲 𝗼𝗳 𝗽𝗲𝗼𝗽𝗹𝗲 𝘄𝗵𝗼 𝗰𝗮𝗻 𝘁𝗲𝗹𝗹 𝘆𝗼𝘂 𝘄𝗵𝗮𝘁'𝘀 𝗮𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝘄𝗼𝗿𝘁𝗵 𝘆𝗼𝘂𝗿 𝘁𝗶𝗺𝗲 — 𝗮𝗻𝗱 𝘁𝗵𝗲𝗻 𝗯𝘂𝗶𝗹𝗱 𝗶𝘁. I build automation for every stage of the problem — from a single spreadsheet eating up your morning, to connected workflows, to full AI systems making thousands of decisions a day without anyone touching them. I build across the full stack — data engineering, backend, frontend, and AI — and I've been doing it long enough to know the difference between something that looks good in a demo and something your team can actually trust on a Monday morning. Not every problem needs a full AI system. Some clients come with one thing: a spreadsheet that takes too long, a report someone builds manually every week, one repetitive task eating up an hour a day. That's a fine place to start. I'll meet you where you are, tackle what matters most first, and only go bigger if it makes sense. 𝗥𝗲𝗰𝗲𝗻𝘁 𝗲𝘅𝗮𝗺𝗽𝗹𝗲𝘀 ✅ Built a Google Sheets + Apps Script system that auto-generates weekly reports from BigQuery — replaced a full day of manual work ✅ Built an AI system that categorizes 20,000+ search terms in under 5 minutes and automatically sends the report to your inbox — previously took a team hours ✅ Built workflow automation handling thousands of routing decisions per day, so the team only touches exceptions ✅ Connected a custom AI Assistant to Asana, BigQuery, and Google Drive to generate full monthly client reports — days of work reduced to minutes 𝗛𝗼𝘄 𝗜 𝘄𝗼𝗿𝗸 I'll tell you upfront what the right solution is — sometimes that's a Google Sheet formula, sometimes it's a Python script, sometimes it's AI. Fixed scope, no surprise bills. If you do a diagnostic and it's not actionable, full refund, no questions. The person you talk to is the person who builds it. No account manager handoff, no junior dev doing the actual work. 𝗪𝗵𝗮𝘁 𝗜 𝗯𝘂𝗶𝗹𝗱 🔹 Google Apps Script & Workspace automation (Sheets, Docs, Gmail, Drive) 🔹 AppSheet apps — no-code/low-code tools your team actually uses 🔹 Data pipelines, SQL, and reporting (BigQuery, PostgreSQL, ETL) 🔹 Python scripts and backend systems (FastAPI, Node.js) 🔹 API integrations and workflow automation 🔹 Dashboards and internal tools (React, web apps) 🔹 Web scraping and data extraction 🔹 AI agents and intelligent automation — when it's actually the right fit 𝗣𝗵.𝗗. 𝗶𝗻 𝗔𝗽𝗽𝗹𝗶𝗲𝗱 𝗠𝗮𝘁𝗵𝗲𝗺𝗮𝘁𝗶𝗰𝘀. 𝗙𝗼𝗿𝗺𝗲𝗿 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗼𝗿. I've taught calculus to college freshmen — if I can make that click, you're in good hands. 𝗧𝗲𝗰𝗵 𝘀𝘁𝗮𝗰𝗸 Python, FastAPI, JavaScript/TypeScript, React, Node.js SQL, BigQuery, PostgreSQL, Cloud SQL GCP: Cloud Run, Pub/Sub, GKE Google Workspace: Apps Script, AppSheet, Sheets, Docs, Gmail, Drive LLMs: OpenAI, Claude, Gemini | Vector DBs: Pinecone, Chroma Web scraping: Playwright, BeautifulSoup, Scrapy

I spent 6 years as a digital marketer drowning in spreadsheets before I taught myself to code. Now I build the systems that would've saved my sanity: data pipelines, API integrations, dashboards, graph analytics, and AI automation for businesses that are tired of manual everything. Google Cloud Professional Data Engineer. At my last agency I migrated 100+ Google Sheets to BigQuery and built an LLM-powered analytics assistant that killed 80% of the "hey can you pull this data?" requests. I left to do this full-time because I got tired of watching businesses run on duct tape and hope. ▸ WHAT THAT LOOKS LIKE FOR YOU 15-30 hours/week of manual work, gone 80% fewer "can you pull this report?" requests Working prototypes in days, not months Everything documented, handed off, and supported for 30 days ▸ WHAT I'VE ACTUALLY BUILT (shipped and running, not mock-ups) RecNation Storage | 70 facilities, BigQuery warehouse + Claude integration 5-week sprint building a multi-source attribution layer for an RV/boat storage operator. Daily pipelines from Google Ads, Facebook Ads, CallRail (38K calls), HubSpot (228K rows across 7 objects), and Google Business Profile (104 locations). Custom GCLID attribution links 746 contacts to $5.4M in tracked LTV. Now shipping a Cowork MCP layer, their marketing team queries the warehouse in plain English from inside Claude. Imprint Digital | 8 API integrations, 5 phases approved, still going 46-KPI business scoreboard pulling from Stripe, GoHighLevel, GA4, Facebook Ads, Google Ads, Search Console, ClickUp, and QuickBooks. All automated on GCP Cloud Run. Client went from manually pulling data from 8 platforms to one dashboard. "This is all fantastic. We're in a good spot." True Interactive | 7-platform data pipeline, 19+ automated streams Advertising data pipelines for Google, Bing, Meta, LinkedIn, TikTok, Reddit, and StackAdapt. Rivery ETL into BigQuery with automated scheduling and validation. Fixed-price delivery for a 20-year paid media agency. Now scoping the AI reporting layer. Field Service Company | 38M records, 183K hidden leads Extracted 335K equipment records from unstructured text. Built a 1M-row customer database with a scoring algorithm and 9 segments. Found 183K customers who got quoted, never bought, and went dark for 2+ years. The data was sitting right there. They just couldn't see it. Legal Document Analysis | 1,000+ pages in 3 hours Privacy-first system using local AI models. Extracted 1,073 relevant sections, built evidence framework at 95% confidence. What would've taken a paralegal 15-20 hours took 3. ▸ HOW I WORK I'm a builder who happens to be good at strategy. Not a consultant who hands you a roadmap and disappears. Map your workflows. Find the quick wins. Build and prove ROI. Expand from there. Custom solutions, not duct-taped Zapier. You own everything: code, workflows, docs. No vendor lock-in. What I don't do: cookie-cutter templates, half-baked MVPs, or pretend that slapping "AI" on your business is a strategy. If automation doesn't make sense for your problem, I'll tell you. If you're sitting on repetitive processes eating your team's time, let's talk. I'll be honest about whether automation makes sense. And if it does, I'll build it. Arlington, VA | US-based, remote