Event CRM & G Workspace Automation (Portfolio)

Portfolio-only demo of a SMED-like CRM built on Google Workspace. All code and data here are fictional and scoped for a safe public GitHub showcase. Nothing in this repo touches the real SMED system or production assets.

What this demo shows

• Google Sheets as the system of record for Clients, Projects/Events, Equipment, Quotations.
• Generation of Google Docs from templates:
  • Quotations/Commercial offers (Doc template with placeholders).
  • Contracts (Doc template with placeholders).
  • Invoices (Doc or Sheet template; optional PDF export).
• Google Calendar integration: create/update an event for a project (title, datetime, venue, description, link to quotation).
• Simple status lifecycle: Draft → Sent → Approved → Paid → Archived (e.g., Sent creates quotation + calendar event; Archived marks/copies a quotation).
• Modular Apps Script layout: data layer, document generation, calendar integration, shared utils/config.

Repository layout

scripts/                 Apps Script source (modular, no “god-file”)
  sheets_data.gs         Data access to demo Sheets (CRUD helpers, no biz logic)
  quotations.gs          Builds quotations from Sheets data + Docs template
  contracts.gs           Builds contracts from Sheets data + Docs template
  invoices.gs            Builds invoices (Docs/Sheets) + optional PDF export
  calendar_integration.gs Calendar event creation/update for projects
  utils.gs               Central config (demo IDs), formatting, logging helpers

samples/                 Demo data and sheet layouts (fictional)
  sample_sheets_structure.md  Columns and tabs for demo Sheets
  sample_data.json            Fake clients/projects/equipment/quotation lines

docs/
  architecture.md        How modules talk to Sheets/Docs/Calendar
  data_flow.md           Scenario: lead → quotation → contract → invoice → calendar → archive

appsscript.json          Minimal manifest (timezone, runtime); fill IDs yourself

Safety and scoping

• Do not edit, rename, or remove any files of the real SMED project. This repo is isolated and uses only demo IDs.
• All IDs/tokens must be test/demo values or configurable placeholders (e.g., DOC_TEMPLATE_ID, SHEET_ID, CALENDAR_ID).
• No real client data, prices, discounts, or business formulas. Use fictional names (Company A, Client B, Project X) and simple sums.

Quick start (demo)

1. Create demo resources in a personal Google account (not production): one Sheet with tabs from samples/sample_sheets_structure.md, Docs templates for quotation/contract/invoice, optional Sheet template for invoices, Drive folder for archive, and a demo Calendar.
2. Open scripts/utils.gs and fill the CONFIG object with the demo IDs (Sheet, templates, archive folder, calendar). Keep defaults as-is unless you need another locale/timezone.
3. Import the code into an Apps Script project (copy/paste files or use clasp push with your own .clasp.json). Keep the manifest settings from appsscript.json (V8, Europe/Moscow).
4. Run initDemoConfig() to verify the config loads and logs in the console.
5. Populate demo data in Sheets (use samples/sample_data.json as a reference). Key functions to run:
   • generateQuotationDoc(projectId) → creates a quotation Doc and stores the URL in Sheets.
   • generateContractDoc(projectId) → creates a contract Doc using the quotation link.
   • generateInvoice(projectId, { exportPdf: true/false }) → creates an invoice Doc/Sheet and optional PDF.
   • upsertProjectEvent(projectId) → creates/updates a Calendar event with links to generated docs.
6. Switch project status to Archived (value from CONFIG.defaults.archiveStatus) when you want to move/copy docs to the archive folder.

Demo data and docs

• samples/sample_sheets_structure.md — columns/tabs for the demo spreadsheet.
• samples/sample_data.json — fictional sample rows to copy into Sheets.
• docs/architecture.md — modules and responsibilities.
• docs/data_flow.md — step-by-step flow from lead to archive.
• docs/portfolio_guide_ru.md — Russian setup/publishing guide for this portfolio.

Real-world SMED system (production)

This portfolio repo is based on a real SMED system used in an event production company.
In production, SMED:

• Stores all projects, clients, equipment and financials in a central Google Sheets workbook.
• Generates commercial offers, contracts and invoices in Google Docs/Sheets from structured data.
• Syncs key project data into Google Calendar (events per project, with equipment summary and links back to Sheets).
• Tracks deal status and profitability (margin, costs, prepayments, remaining balance).
• Integrates with other tooling (CRM/telephony/messaging) on top of Google Workspace.

The code here is a sanitized architecture-only version: same ideas and workflows, but with demo IDs and anonymized data.

Screenshots from the real SMED system

These screenshots are taken from the production SMED environment (client and company details anonymized).
They illustrate what the full system looks like beyond this portfolio demo.

• Main project & quotation sheet:

• Generated commercial offer (Google Docs):

• Totals, profit and client requisites in SMED sheet:

• Equipment catalog:

• Contract template with placeholders:

• Invoice template (Google Sheets):

• Google Calendar event created from a project:

• Apps Script module that generates quotations:

Publishing on GitHub

• This repository contains only demo code and placeholders; no secrets or production IDs. Verify CONFIG still has placeholders before committing.
• Add your own .clasp.json (if you use clasp) to .gitignore locally so tokens do not leak.
• Suggested push flow:
  1. git init && git add . && git commit -m "Initial portfolio"
  2. git remote add origin https://github.com/workflowarsenynn/event-crm-gworkspace-automation-portfolio.git
  3. git push -u origin main

What is intentionally simplified

• Pricing/discount logic is trivial (sum + optional flat discount), no proprietary formulas.
• No integration with Telegram/Avito/LLMs in this portfolio.
• No production IDs or sensitive config; everything is fictional and configurable.

Beyond the demo (real SMED scope, not included here)

• Advanced pricing rules, taxes, multi-currency, and custom discounts.
• Operational reporting, financial dashboards, integrations with external lead sources.
• Production calendars, Drive folder automation with ACLs, notification pipelines.

Use this repo as a reference architecture only. All improvements and experiments must stay inside the portfolio folder.