build a simple diagnostic survey with the Google Workspace ecosystem
UpworkFRNot specifiedintermediateScore: 37
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## Build Automated Leadership Diagnostic Survey (Google Forms + Sheets + Docs)
### Overview
We are building a simple but professional **leadership diagnostic survey system** and are looking for a freelancer experienced with the **Google Workspace ecosystem** to implement it.
The system will use:
* Google Forms (survey)
* Google Sheets (data engine)
* Google Docs (PDF report template)
* Google Apps Script (automation)
* Gmail (automated emails)
The goal is to create a **fully automated workflow** where participants complete a survey and immediately receive a **personalized PDF summary of their responses by email**.
We will also support **team-level analysis**, where participants enter a team code and aggregated team reports can be generated.
This is **not a complex engineering project**.
It is a **clean automation project using standard Google tools**.
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# Scope of Work
### 1. Survey Setup
Create and configure a **Google Form survey** based on a question set we provide.
Requirements:
• Multiple sections
• Likert scale questions
• Dropdown questions
• Optional email field
• Team code field
• Embedded-ready form
---
### 2. Data Pipeline
Connect the form to **Google Sheets** and structure the dataset for analysis.
Tasks:
• Clean data structure
• Field mapping
• Basic calculated fields (if needed)
---
### 3. Automated Personalized PDF Report
Create a **Google Docs template** that will serve as the personalized diagnostic report.
Requirements:
• Variables populated from survey responses
• Clean formatting (1–2 page report)
• Generated automatically for each submission
• Converted to PDF
---
### 4. Email Automation
Using **Google Apps Script**, implement an automated email that sends:
• A short thank-you email
• The personalized PDF report as attachment
Triggered immediately after survey completion.
---
### 5. Team Code Logic
Participants may enter a **Team Code** when completing the survey.
Requirements:
• Store team code in dataset
• Enable filtering by team in Sheets
• Prepare structure for aggregated team analysis
Optional (bonus):
• Generate team summary reports automatically once a minimum number of responses is reached.
---
### 6. Documentation
Provide simple documentation covering:
• how the system works
• how to maintain it
• how to modify survey questions or PDF template
• how to generate team reports
---
# Deliverables
At the end of the project we expect:
• Fully working Google Form survey
• Connected Google Sheets dataset
• Automated PDF generation
• Automated email sending
• Team code data structure
• Documentation for maintenance
---
# Technical Requirements
Applicants should have experience with:
• Google Forms
• Google Sheets
• Google Docs templates
• Google Apps Script
• Gmail automation
Bonus experience:
• Survey automation
• Report generation systems
• No-code / low-code workflows
---
# Project Timeline
We would like this implemented **within 1–2 weeks**.
The system should be **simple, robust, and easy to maintain**.
---
# How to Apply
Please include:
1. A short description of similar automation work you have done
2. Your experience with **Google Apps Script**
3. An estimated timeline for completing this project
4. Your proposed budget
---
# Important
We are looking for someone who values **simplicity and reliability** over complexity.
The goal is to build a **clean and stable system** that can run for years with minimal maintenance.
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