Google Sheet and Slack Integration with monday.com Using make.com for construction company
About The Company:
Our client is a USA-based construction company. they primarily deal in residential and commercial construction projects.
Customer Challenges:
The client faced significant problems in maintaining project timelines, financial oversight, and effective coordination among stakeholders. Key challenges included:
- Manual Data Entry & Dispersed Systems: Project data was scattered across multiple platforms, necessitating extensive manual input, which was prone to errors and inefficiencies.
- Communication Gaps: Lack of real-time updates led to coordination breakdowns among project managers, subcontractors, and suppliers.
- Milestone & Invoice Tracking: Project progress and financials were managed using spreadsheets, resulting in limited visibility and delayed decision-making.
- Lack of Real-Time Reporting: Leadership struggled to obtain up-to-date insights into project status, financial performance, and resource utilization.
Solutions:
We customized a robust automation-driven custom solution for the client to centralize data, improve team collaboration, and ensure real-time project tracking.
Automating Project Workflows: By integrating Make.com with their project management system (Monday.com), We automated their critical project tasks. Key implementations included:
Automatic task creation and progress updates on Monday.com.
Instant Slack notifications for project status changes.
Google Sheets integration for real-time progress tracking.
Enhancing Subcontractor & Supplier Communication
Manual communication with subcontractors and suppliers was replaced with an automated notification system:
When a purchase order was created in the client’s procurement system, Make.com triggered an automated email to suppliers.
Status updates were synced across internal tracking systems, ensuring seamless material flow.
Streamlining Document Management & Approvals
Approval workflows were automated using Make.com’s integration with DocuSign:
Contract finalization triggered an approval request for key stakeholders.
Signed documents were automatically stored in the centralized document management system, ensuring compliance and easy retrieval.
Financial & Invoice Automation
Make.com linked QuickBooks with Google Sheets and Slack to streamline financial processes:
When an invoice was generated in QuickBooks, an automated Slack notification was sent to project managers.
Invoice details were logged in a shared Google Sheet, ensuring transparency and real-time expense tracking.
Real-Time Reporting & Data Analytics
To provide management with real-time project insights, Make.com facilitated:
Weekly custom reports consolidating key performance indicators (KPIs), including budget, project timelines, and completion rates.
Automated report distribution via email, ensuring leadership had access to up-to-date project performance metrics.
Results:
The implementation of Make.com significantly transformed the client’s operational efficiency. Key outcomes included:
- 40% Reduction in Manual Data Entry: Automation of workflows and real-time data syncing eliminated redundant manual work.
- 30% Faster Document Approvals: Contract signing and invoice processing times were significantly improved.
- Enhanced Team Coordination: Slack notifications and system-wide updates ensured stakeholders remained informed, reducing miscommunications.
- Improved Project Visibility: Centralized data storage in Google Sheets provided a single source of truth for project tracking.
- Cost Savings: Reduced administrative overhead through automation allowed client to optimize operational expenditures.
Key Stats:
- 40% reduction in manual data entry workload.
- 30% decrease in document approval turnaround time.
- 20% improvement in invoice processing efficiency.
Technology & Tools Used:
Make.com, Monday.com, Slack, Google Sheets, DocuSign, QuickBooks
Final Words:
By leveraging Make.com, The client achieved a paradigm shift in operational efficiency, project visibility, and communication. The automation-driven approach not only streamlined project management but also provided measurable cost savings and improved stakeholder coordination. Moving forward, the client continues to refine its processes by integrating additional AI-driven analytics for predictive project planning, ensuring sustainable growth and enhanced service delivery in the construction sector.
CloudCache Consulting expertly provides Monday.com consulting services and make.com integration services. You can see our past work on these in Fiverr reviews.
