What’s Included:
Custom-built Excel/Google Sheets models tailored to your business goals
3–5 year financial projections (P&L, cash flow, balance sheet)
Scenario & sensitivity analysis (best case, worst case, expected) Valuation models using DCF, comparables, and more
Dashboard & KPIs to track key business drivers in real-time
Ongoing support for revisions and investor requests
Who It’s For:
Founders raising capital or pitching to investorsCFOs seeking better forecasting toolsConsultants and agencies who want client-ready modelsSmall businesses planning for the next growth phase
Why It Matters:
Without a solid financial model, you’re flying blind. With it, you gain control, insight, and confidence — so you can plan, present, and pivot effectively.
Professional Description:
Eliminate manual tasks. Boost productivity. Reduce errors.
At Data Artisan, we help businesses streamline complex workflows using Excel Automation and powerful VBA scripting. Our solutions turn your daily, repetitive tasks into a single-click process, saving hours of manual work every week.Whether you're dealing with messy data, bulky reports, or redundant processes — our smart automation brings speed, accuracy, and scalability to your operations. What We Automate:
Data imports & transformations from multiple files or sources
Dynamic dashboards and automated reports with real-time updates
Invoice generation, payroll systems, and audit tools
Email automation from Excel using Outlook
Error-checking, conditional formatting, and smart validation rules
Custom Excel Add-ins tailored to your workflow
Our Tools & Technologies:
Microsoft Excel (Advanced)VBA (Visual Basic for Applications)Power Query / Power PivotGoogle Sheets + Google Apps ScriptIntegration with APIs, Outlook, and ERPs Who It’s For:
SMEs and startups with repetitive Excel workFinance teams building monthly reports or dashboardsHR, operations, and logistics teams working with bulk dataAgencies managing client templates, timesheets, or trackers
Why Choose Data Artisan?
100% tailored automations Zero recurring cost — runs inside Excel Clean UI & seamless usability Full documentation + support included Trusted by professionals across finance, ops, and admin Professional Description:
Save time, reduce errors, and scale your operations — automatically.
At Data Artisan, we build smart, integrated workflows that connect your tools and eliminate manual processes. Whether you’re juggling spreadsheets, emails, forms, or CRMs — our workflow automations ensure that everything just flows.From lead capture to invoice generation, we create seamless systems that run while you focus on growth.
What We Automate:
Lead capture → CRM entry → automated follow-up emails Form submissions → Excel/Sheets logging → notifications Google Forms → Dashboards + auto-generated reports Email parsing → data entry → database update Cross-platform sync between apps like Google Sheets, Gmail, Slack, Trello, Notion, etc.
Inventory updates, project trackers, approvals, workflows Tools & Technologies We Use:
Google Apps Script (Sheets, Forms, Drive, Gmail, Calendar) Excel VBA & Power Automate Zapier, Make.com (Integromat), Pabbly APIs (custom integrations) Airtable, Notion, Trello, Asana, Slack, CRMs Who This Is For:
Teams tired of repetitive admin or coordination tasksAgencies, coaches, and consultants needing smoother client onboardingHR or Finance teams running weekly/monthly processesBusiness owners who want real-time visibility & automation
Real Business Benefits:
Save 5–20 hours/week 100% accurate, rule-based workflows Scale operations without hiring more staff
Secure, documented, and fully customized
Ongoing support for tweaks and updates Professional Description:
Supercharge your Google Workspace.
We help businesses automate repetitive tasks and build powerful internal tools using Google Apps Script — the native scripting language for Google Sheets, Forms, Docs, Gmail, and more.
With our expertise, you can turn your manual processes into fully automated systems that run 24/7 in the cloud.
What We Automate:
Google Forms → Auto-filled Google Sheets + email alerts
Data entry → Auto-generated PDF reports + email delivery Invoice creation from Google Sheets → Auto-email to clients
Google Calendar → Auto-create events/reminders from form responses Drive folder creation + file organization based on form inputs
Bulk personalized emails from Sheets + Gmail Custom workflows that connect multiple Google Workspace tools Our Stack & Integrations:
Google Sheets, Docs, Forms, SlidesGmail, Google Calendar, Google DriveGoogle Chat + Slack integrationsWebhooks + External APIsGoogle Workspace Admin automation Who This Is For:
Admins, HR, Finance & Ops teamsStartups that rely on Google SheetsAgencies managing client onboardingBusinesses needing internal tools without paying for expensive software Key Benefits:
Zero recurring software cost Cloud-based – no downloads or setups Can run on triggers: form submit, time, edits 100% custom logic for your exact workflow Secure & scalable Professional Description:
Transform your raw data into clear, actionable insights.
At Data Artisan, we design interactive dashboards and visual reports that help businesses monitor performance, spot trends, and make fast, data-driven decisions. Whether in Excel, Google Sheets, or BI tools, we bring your numbers to life with dynamic visuals that are easy to understand — and even easier to act on. What We Deliver:
Custom-built dashboards in Google Sheets or Excel Visualizations like charts, graphs, KPIs, trendlines, gauges Live dashboards with auto-refreshing data connections One-click report generation & PDF export
Integration with forms, CRMs, ERPs, and APIs Filters, slicers, dropdowns, and real-time interaction Tools & Platforms We Use:
Microsoft Excel (Advanced + Power Query/Pivot)Google Sheets + Apps ScriptGoogle Looker Studio (formerly Data Studio)Power BI (on request)Chart libraries (for custom web dashboards) Who It’s For:
Business owners who want to track sales, leads, inventoryFinance teams building performance scorecardsMarketing teams tracking campaign resultsOperations/logistics needing live KPIs & visual controls Why Our Dashboards Stand Out:
Clean, branded designs that reflect your company Built for non-technical users to explore with ease
Fast-loading, cloud-connected, mobile-friendly
Secured access levels for teams or clients
Actionable data — not just pretty graphs Professional Description:
Turn your Google Workspace into a custom automation engine.
At Data Artisan, we use Google Apps Script to build powerful automations and mini-systems inside Google Sheets, Docs, Gmail, Calendar, and Drive. We help you eliminate manual tasks, connect your workflows, and save hours every week — all from inside the tools you already use. What We Automate:
Google Forms → Auto-log into Sheets → Send confirmation email Invoice Generator: Form → PDF → Email client Auto-scheduling: Form → Calendar booking
Google Sheets cleanup: formatting, validation, summaries Bulk email automation from Sheets + Gmail Auto-create folders/files in Drive based on inputs Connect Sheets to external APIs for live data sync Tools We Use:
Google Sheets, Docs, Slides, Forms, DriveGmail & CalendarGoogle Workspace Admin toolsGoogle Apps Script (JS-based scripting)Webhooks & External APIsGoogle Chat integration Who Needs This:
Startups managing operations in Google SheetsHR or Admins using Google Forms for onboarding or requestsFinance teams creating automated reports or remindersAgencies and consultants who want to streamline document & email workflows Why Businesses Choose Data Artisan:
100% custom-built – no third-party software needed Triggers & scheduling – runs on form submit, edit, or time Scalable & cloud-based – no downloads, no maintenance Secure, documented & upgradeable Full support & training provided Professional Description:
Tell your story. Raise capital. Win clients.
At Data Artisan, we design powerful, data-backed pitch decks that grab attention and get results. Whether you're raising funding, selling a product, or explaining your strategy — we craft decks that balance strategy, design, and narrative to move your audience. What We Deliver:
Strategic storytelling for investors, partners, or sales Visually stunning slides customized to your brand Integration of charts, KPIs, and data visualizations Copywriting + content refinement Pitch-ready in Google Slides, PowerPoint, or PDF
Option to include interactive dashboards or animations Types of Pitch Decks We Create:
Investor Pitch Decks (Pre-seed to Series C) Product Sales Decks
Business Overview & Capabilities Decks Technical or Process Explanation Decks
Startup Launch or Demo Day Decks What Makes Our Decks Different:
Focused on business outcomes, not just pretty slides Backed by real data, charts, and insights Customized to speak directly to your audience (VCs, clients, partners) Designed by experts in business, finance, and design Revisions included — we work with you until it’s pitch-perfect Professional Description:
Automate the busywork. Scale your operations without extra hiring.
At Data Artisan, we build powerful, no-code workflows using Make.com (formerly Integromat) to connect your favorite apps and automate your entire business. Whether you're dealing with forms, emails, CRMs, spreadsheets, or APIs — we streamline it all into a smooth, error-free flow that runs 24/7. What We Automate with Make.com:
Lead capture → CRM → Email follow-up Google Form → Folder creation → Document automation New booking → Google Calendar + email reminders Client data → Auto-generate invoice → Send via Gmail E-commerce orders → Google Sheets + shipping label print Sync data between Google Sheets, Airtable, Notion, Trello, Slack, etc. Connect webhooks or APIs to build custom app workflows Tools & Platforms We Integrate:
Google Workspace (Forms, Sheets, Gmail, Calendar, Drive)Airtable, Notion, Slack, Trello, ClickUpCRMs like HubSpot, Zoho, PipedriveStripe, PayPal, Shopify, WooCommerceAny app with API or webhook support Who It’s For:
Startups & agencies managing multiple appsAdmins or operations teams handling repetitive workE-commerce stores automating orders & reportsBusinesses scaling without increasing headcount Why Choose Data Artisan for Make.com Automation?
Process mapping before automation Visual workflows with full documentation Error handling & fallback setup Secure token-based integrations Training + support for handoff Professional Description:
Automate. Analyze. Integrate. Scale.
At Data Artisan, we use Python to build robust backend automations, data workflows, and system integrations tailored to your business. From transforming large datasets to auto-generating reports and connecting APIs — Python gives us the power to do what spreadsheets and no-code tools can’t. What We Build with Python:
Data scraping, cleaning, and transformation pipelines Auto-generated Excel/CSV/PDF reports with charts API integrations (e.g., HubSpot, QuickBooks, Google Analytics) Invoice & proposal generators using templates Scheduled background scripts (daily, hourly, custom logic)
Custom webhooks & automation endpoints Data modeling & predictive analytics (on request) Libraries & Tools We Use:
Pandas, NumPy, Matplotlib, OpenPyXLFlask (for lightweight web apps & dashboards)Requests, BeautifulSoup, Selenium (for web automation & scraping)APScheduler, Cron Jobs, GitHub ActionsIntegration with Google Sheets, Excel, Gmail, AWS, Zapier, and more Who Needs This Service:
Businesses that have outgrown ExcelCompanies looking to automate data-heavy processesFounders and teams managing custom back-office workflowsAgencies wanting to connect APIs or automate reporting Why Clients Choose Data Artisan:
Code is documented, optimized, and version-controlled Flexible deployment: local, cloud, or scheduled servers You own the code — not locked into platforms We offer maintenance, handoff, or training as needed Python + Google Sheets/Excel integration for hybrid workflows Professional Description:
Streamline your workflows. Save time. Focus on what matters.
At Data Artisan, we help you unlock the full power of Zapier to automate your daily business tasks. From capturing leads to sending emails, syncing data, or notifying teams — we build efficient no-code workflows that connect your favorite tools and run like clockwork. What We Automate with Zapier:
New leads → Google Sheet → CRM → Slack Alert Form submissions → Auto-send proposal or invoice Calendar events → Reminders via email or WhatsApp
New eCommerce orders → Sheet log + shipping process Emails → Auto-task creation in ClickUp/Asana Sync between Airtable, Notion, Trello, etc. Tools & Apps We Commonly Connect:
Google Sheets, Forms, Gmail, CalendarCRMs: HubSpot, Pipedrive, ZohoProject Tools: ClickUp, Asana, Notion, TrelloE-commerce: Shopify, WooCommerceDocs & Storage: Dropbox, Google Drive, DocuSign6,000+ apps supported via Zapier! Why Choose Data Artisan for Zapier Projects:
We don’t just build Zaps — we design workflows Error handling, testing, and versioning included Full documentation & training provided Option to connect Zapier with Google Apps Script or Python for advanced logic Secure, scalable, and ownership stays with you Ideal for:
Agencies automating lead & onboarding flowsStartups building lightweight backend workflowsAdmins streamlining approvals and file handlingAny team saving 5–10 hours/week with automation Professional Description:
Connect your tools. Unify your data. Automate like never before.
At Data Artisan, we specialize in building custom API integrations that eliminate manual tasks, connect siloed systems, and automate your operations. Whether it’s sending data between CRMs, generating invoices from form submissions, or syncing analytics — we create seamless, secure workflows across your entire tech stack.
What We Can Do with APIs:
Sync data between Google Sheets, CRMs, ERPs, or dashboards Send form data to external services (e.g., Slack, Airtable, Notion)
Auto-generate and send invoices, proposals, or contracts Pull real-time data from marketing tools (e.g., Facebook, GA4) Trigger file creation or uploads via secure API calls Build serverless micro-automations with APIs + Apps Script/Python API Platforms We Commonly Work With:
CRMs: HubSpot, Pipedrive, Zoho, SalesforceGoogle Workspace APIs: Sheets, Docs, Calendar, DriveAccounting: QuickBooks, Xero, FreshBooksCommunication: WhatsApp API, Slack, Twilio, TelegramData: Airtable, Notion, Firebase, BigQueryPayments: Stripe, Razorpay, PayPal, WiseAny Custom REST API you provide Technologies & Tools We Use:
Python (with requests, pandas, flask)
Google Apps Script for native Google integration Webhook endpoints, API keys, OAuth2 tokens
Secure server-side setup via AWS, Firebase, or Apps Script triggers Why Choose Data Artisan for API Integrations:
Technical + business understanding = efficient workflows Clean, secure, well-documented code Support for error-handling, retries, fallback logic You own the workflows and credentials Optional dashboard or interface on request Professional Description:
Bridge the gaps. Connect every app. Build an integrated business.
At Data Artisan, we specialize in creating cross-platform integrations that connect your tools — no matter the platform — into seamless, automated systems. Whether your team uses Google Workspace, Microsoft Office, Notion, Airtable, or multiple CRMs, we ensure your data and workflows stay in sync across them all. What Cross-Platform Integration Means for You:
Google Sheets ↔ Excel ↔ Airtable — keep data synced in real-time Form data (Google/Microsoft/Jotform) → CRM + Email + Task App Calendar events from Outlook ↔ Google ↔ Notion Business dashboards combining data from multiple sources Finance tools like QuickBooks ↔ Google Sheets + Slack alerts Communication tools (Slack, Teams, WhatsApp) → unified task tracking How We Do It:
Use of Zapier, Make.com, and custom API bridges
Backend development via Google Apps Script, Python, Webhooks Integration with CRMs, ERPs, Finance, Forms, Cloud Storage & More Optional middleware dashboards or control panels Platforms We Commonly Integrate Across:
Google Ecosystem Microsoft Productivity Finance E-commerce CRMs & More
Sheets, Forms, Docs Excel, Outlook, Teams Notion, Airtable, Trello QuickBooks, Xero, PayPal Shopify, WooCommerce HubSpot, Zoho, Pipedrive Why Clients Choose Data Artisan:
We map your entire business flow before building No platform lock-in — integrations that you control Hybrid solutions using no-code + custom coding Secure setup with full documentation End-to-end delivery with testing, support, and optional handover Professional Description:
Turn your spreadsheets into smart, connected business tools.
At Data Artisan, we specialize in creating advanced, integrated Google Sheets systems that automate tasks, centralize data, and connect your spreadsheets to other apps — giving your team real-time visibility and control. What We Build Using Google Sheets:
Live data syncing with CRMs, ERPs, and finance tools Form inputs auto-logged, cleaned, and processed in Sheets Two-way syncing with Excel, Airtable, Notion, or databases Dynamic dashboards pulling live metrics from APIs Smart sheets that send alerts, generate documents, or trigger emails Tools & Tech We Use with Google Sheets:
Google Apps Script (for automation, triggers, APIs) Zapier / Make.com (for no-code integrations) Python (for heavy data workflows or APIs) Webhooks + REST API integrations Secure access with OAuth2, Google Cloud setup Popular Use Cases:
Use Case Description
Sales Tracker Pulls lead data from CRM, auto-updates dashboards
Auto-Reporting Sheet Sends PDF/Excel report weekly based on live data
Inventory Sync Updates from WooCommerce/Shopify in real time
Form → Sheet → PDF + Email Perfect for order forms, onboarding, client intake
Multi-user Input with Access Control Different teams enter data, central master sheet logs Why Clients Love Our Integrated Sheets:
Always up to date — real-time data, no copy-paste Custom-built for your exact workflow Easily sharable, secure, and scalable Error-proof logic with audit trails and alerts You fully own and control the sheet Professional Description:
Know your numbers. Act with confidence.
At Data Artisan, we design powerful KPI dashboards that transform raw data into actionable insights — giving founders, managers, and teams a real-time snapshot of what matters most in their business.Our dashboards are not just charts — they’re decision-making tools tailored to your goals. What You Get:
Live data tracking from CRMs, sales platforms, ads, and forms Beautifully designed dashboards in Google Sheets, Looker Studio, or embedded in web apps Automated updates — no manual refresh required Custom alerts when KPIs cross thresholds Connected with your tools (Google Sheets, Forms, Airtable, Stripe, etc.) Dashboards We Commonly Build:
Dashboard Type Use Case Example
Sales & Revenue Tracker Visualize monthly sales, top products, pipeline health
Marketing Dashboard Track ad spend, conversions, ROI from Meta & Google Ads
Operations KPI Board Orders, tasks, tickets, team output tracking
Finance Snapshot Revenue, expenses, P&L summary from QuickBooks/Xero
Project Tracker Task progress, team velocity, on-time delivery metrics Tools We Use:
Google Sheets Dashboards (with dynamic formulas, charts, filters) Google Looker Studio (for clean, web-based BI dashboards) Apps Script or Python (to automate data pulling or transformations) Zapier / Make / API Connectors BigQuery, Firebase, Google Analytics (for advanced use cases) Why Choose Data Artisan:
Fully custom layouts and branding Interactive filters, slicers, tabs, role-based views Mobile-friendly dashboards available You own the data — no subscription lock-ins We handle the entire process — from data to design Professional Description:
Visual storytelling that persuades, inspires, and wins.
At Data Artisan, we design impactful Google Slides presentations tailored for business, sales, and startup needs. Whether you're pitching to investors or presenting to stakeholders, we transform your message into a polished, professional, and visually compelling deck.
What We Create with Google Slides:
Investor & Startup Pitch Decks Company Profiles & Proposals
Training and Onboarding Decks Business Strategy & Marketing Presentations Dynamic Slides linked with Google Sheets for auto-updated data Key Features:
Clean, modern, branded designs Visual storytelling with icons, charts, and infographics Live-linked charts from Google Sheets Consistent typography and layout hierarchy Easy-to-edit, cloud-accessible decks Option to add interactive elements (like slide navigation or embedded forms) Why Clients Love Our Slides:
Benefit Description
Professional Look Impress clients and investors with polished visuals
Time-Saving Templates Reusable formats for internal or client reporting
Real-Time Collaboration Live editing, feedback, and sharing with teams
Dynamic Data Slides Auto-update charts from Sheets or Data Studio
Web-Ready Publish slides as links or embed directly on websites Perfect For:
Startups raising funding
Agencies showcasing case studies
Educators or corporate trainers Marketers reporting campaign KPIs
Founders delivering investor updates
