Mastering AI-Powered Automation in Google Sheets for High-Impact Decision Making
You're under pressure. Your team expects fast insights. Executives demand accuracy. But you're stuck in spreadsheets, wasting hours on manual updates, flawed formulas, and reactive reporting. What if you could shift from fire-fighting mode to leading with foresight? Every day you delay automation, you're falling behind peers who already use AI to forecast with precision, streamline reporting, and influence decisions at the leadership level. This isn’t just about saving time - it’s about gaining strategic leverage and professional visibility. Mastering AI-Powered Automation in Google Sheets for High-Impact Decision Making transforms how you work. From uncertain and overwhelmed to confident, proactive, and board-ready - this course equips you to build intelligent systems that deliver trusted insights in minutes, not days. One finance analyst used this exact methodology to automate a quarterly forecasting model that previously took 18 hours. Now it updates in under 5 minutes. Her revised report was adopted company-wide, and she earned a spot in the executive strategy rotation. The result? You’ll go from idea to implementation in as little as 14 days, with fully automated, auditable dashboards that support data-driven decisions at every level - complete with a final project you can present as a board-ready business case. Here’s how this course is structured to help you get there.Course Format & Delivery Details Self-Paced, On-Demand Access - Learn When It Works for You
This is not a live event or time-bound program. The entire course is available on-demand, designed for professionals like you who need flexibility without sacrificing depth. Begin immediately, progress at your own pace, and revisit material whenever needed. Lifetime Access with Continuous Updates
Enrollment grants you permanent access to all course content, including future updates. As Google Sheets and AI tools evolve, your knowledge stays current at no additional cost. No subscription. No expiry. Typical Completion Time & Real Results Timeline
Most learners complete the core modules in 20–25 hours over 2–3 weeks, dedicating just 1–2 hours per day. Many report building their first fully automated decision dashboard within 7 days of starting. 24/7 Global Access, Fully Mobile-Friendly
Access all materials from any device - desktop, tablet, or phone - with full responsiveness and seamless syncing across platforms. Whether you're traveling, working remotely, or squeezing in learning between meetings, everything works flawlessly. Expert Instructor Support & Personal Guidance
You’re not alone. Receive direct feedback and clarification through structured support channels. Our instruction team, composed of certified data automation specialists and enterprise decision architects, provides actionable insights to ensure your success. Certificate of Completion Issued by The Art of Service
Upon finishing the course and submitting your capstone automation project, you’ll earn a globally recognised Certificate of Completion issued by The Art of Service. This credential verifies your mastery of AI-augmented decision systems and is shareable on LinkedIn, resumes, and professional portfolios. No Hidden Fees. Transparent, One-Time Payment.
The price you see is the price you pay - no recurring charges, add-ons, or surprise costs. This is a single, upfront investment in your career advancement. - Visa
- Mastercard
- PayPal
Zero-Risk Enrollment: 30-Day Satisfied or Refunded Guarantee
If you complete the first four modules and don’t feel dramatically more confident in building AI-powered decision systems, simply request a full refund. No questions asked. This is our commitment to your growth. Instant Confirmation, Structured Delivery
After enrollment, you’ll receive a confirmation email. Your access details and login information will be sent separately once your course environment is fully provisioned, ensuring a smooth and secure start. Will This Work for Me? Absolutely - Even If…
You’re not a data scientist. You don’t code. You’ve been burned by “automation” tools that promised simplicity but delivered complexity. You’re juggling too many priorities to take big risks on unproven training. This works even if you’ve never written a script or used AI in Sheets before. We start where you are - with real spreadsheets, real problems, and real deadlines. The course follows a proven, step-by-step path that mirrors actual business workflows. A senior operations manager with six years in logistics told us: “I used to dread month-end reports. Now I run predictive capacity models with natural language inputs. My director said it’s the clearest operational insight he’s seen in three years.” By removing technical barriers and focusing on practical, repeatable frameworks, this course is built to work for analysts, managers, consultants, and decision-support roles - regardless of technical background.
Extensive and Detailed Course Curriculum
Module 1: Foundations of AI-Augmented Spreadsheets - Understanding the shift from passive tracking to intelligent decision support
- The core principles of automation maturity in Google Sheets
- How AI enhances - not replaces - human judgment in analysis
- Overview of built-in AI capabilities in Google Sheets (Explore, Smart Fill, Suggestions)
- Setting up your secure, structured learning environment
- Version control best practices for automated spreadsheets
- Naming conventions and folder architecture for audit readiness
- Introduction to ethical automation and data governance
- Aligning automated workflows with organisational decision tiers
- Common pitfalls in manual reporting and how AI fixes them
Module 2: AI-Driven Data Ingestion & Structuring - Automating data imports from Google Forms using triggers and validation rules
- Using IMPORT functions to pull live data from external URLs
- Integrating Google Analytics 4 exports into dynamic dashboards
- Scraping structured web data safely and legally using IMPORTHTML
- Automated email parsing with Gmail and Google Apps Script
- Validating incoming data using conditional formatting and formula audits
- Setting up real-time data cleansing workflows
- Building error detection systems for inconsistent inputs
- Creating self-correcting column formatting rules
- Using natural language inputs to classify free-text responses
Module 3: Natural Language Automation with AI Tools - Integrating Google’s Natural Language API for sentiment analysis
- Automated categorisation of customer feedback using AI tagging
- Building keyword extraction systems for survey responses
- Generating summary insights from long-form text entries
- Using AI to auto-detect urgency in support tickets or emails
- Creating dynamic labelling systems based on content context
- Setting up real-time language translation for multilingual inputs
- Training custom classification models using sample data sets
- Automating follow-up logic based on sentiment thresholds
- Embedding interpretability checks to maintain transparency
Module 4: Smart Formula Engineering with AI Assistance - Writing dynamic array formulas with FILTER, SORT, and UNIQUE
- Chaining multiple AI-enhanced functions for complex logic
- Using LET and LAMBDA functions to create reusable logic blocks
- Debugging formula errors with systematic trace methods
- Automating formula propagation across sheets and ranges
- Versioning formula changes for audit compliance
- Building formula libraries for department-wide reuse
- Using AI to suggest optimal functions based on data patterns
- Validating output consistency across large data sets
- Creating fallback logic for missing or outlier data points
Module 5: Decision Logic Frameworks with Conditional Automation - Designing if-then decision trees for operational thresholds
- Automating escalation protocols based on metric triggers
- Building multi-layered approval workflows using status flags
- Mapping business rules into executable spreadsheet logic
- Using VLOOKUP and XLOOKUP for dynamic reference matching
- Creating cascading update systems for dependent KPIs
- Integrating time-based conditions into decision rules
- Automating budget variance alerts using threshold monitoring
- Setting up compliance checks for policy adherence
- Generating auto-remediation suggestions when rules are breached
Module 6: AI-Enhanced Visualisation & Dashboarding - Designing executive-ready dashboards with minimal clutter
- Selecting optimal chart types for different data stories
- Automating chart updates using dynamic named ranges
- Using conditional colouring to highlight key trends
- Incorporating sparklines for at-a-glance performance views
- Building interactive filters using dropdowns and checkboxes
- Linking dashboard elements to real-time action logs
- Embedding AI-generated insight summaries below charts
- Creating mobile-optimised layout templates
- Versioning dashboard designs for stakeholder-specific reporting
Module 7: Automated Reporting Workflows - Scheduling weekly reports using time-driven triggers
- Generating PDF summaries automatically with custom branding
- Emailing reports to stakeholders with personalised messages
- Using templates to standardise report structure and tone
- Automating executive briefing decks from Sheet data
- Inserting performance commentary using dynamic text blocks
- Tracking report delivery and open rates via logs
- Setting up revision history for report iterations
- Creating read-only exports for external distribution
- Building revision approval gates for sensitive reports
Module 8: Predictive Modelling Using AI-Powered Functions - Forecasting trends using Google Sheets’ built-in FORECAST.ETS
- Building seasonality-adjusted projections for sales or demand
- Creating confidence intervals around predictions
- Validating model accuracy using historical back-testing
- Automating re-forecasting when new data arrives
- Integrating external drivers into predictive models (e.g. market data)
- Visualising forecast uncertainty with shaded bands
- Detecting anomalies using statistical deviation thresholds
- Generating early warning signals for unexpected drops
- Documenting model assumptions for audit clarity
Module 9: Script Automation with Google Apps Script - Introduction to JavaScript basics within Google Apps Script
- Writing functions to automate repetitive formatting tasks
- Creating custom menu items for non-technical users
- Triggering actions based on cell edits or time schedules
- Automating sheet creation and archiving processes
- Building pop-up alerts for critical data changes
- Logging automation runs for troubleshooting and audits
- Using try-catch blocks to handle script errors gracefully
- Passing data between Sheets, Docs, and Slides automatically
- Securing scripts with appropriate permission scopes
Module 10: AI Integration via Add-Ons and External APIs - Installing and auditing trusted AI add-ons for Sheets
- Connecting to OpenAI for text generation within cells
- Automating summarisation of long documents using AI
- Generating data descriptions and insight narratives with prompts
- Using AI to suggest next actions based on dashboard trends
- Fetching real-time currency or commodity prices via API
- Automating social media sentiment imports using third-party tools
- Validating API responses before ingestion into key models
- Rate-limiting and caching strategies for reliable performance
- Building fallback systems for when external APIs fail
Module 11: Collaboration & Governance in Shared Workbooks - Setting up role-based access controls for sensitive data
- Using protected ranges to prevent unauthorised edits
- Automating change alerts to managers and auditors
- Creating comment workflows for cross-team validation
- Tracking user activity with built-in revision history
- Automatically notifying stakeholders of major updates
- Generating access reports for compliance audits
- Setting up approval workflows before final publish
- Archiving old versions with metadata tagging
- Monitoring concurrent edits and resolving conflicts proactively
Module 12: Advanced Automation: Building Self-Updating Systems - Designing fully autonomous reporting pipelines
- Linking multiple automation scripts into end-to-end workflows
- Automating data validation at each workflow stage
- Building health checks for system reliability
- Creating status dashboards for monitoring automation performance
- Setting up alert systems for failed runs or delays
- Automated retry mechanisms for transient failures
- Storing logs in separate audit sheets for compliance
- Documenting system architecture for handovers or reviews
- Optimising performance to reduce script execution time
Module 13: Real-World Case Studies & Applied Projects - Automating a monthly financial close checklist
- Building a live sales pipeline tracker with AI insights
- Creating a dynamic budget allocation model based on performance
- Designing a supplier risk scoring dashboard with auto-updates
- Developing an employee engagement analysis system from surveys
- Automating project milestone tracking with deadline alerts
- Building a customer churn predictor using historical data
- Creating a resource utilisation forecast for team planning
- Integrating weather or economic data into operational forecasts
- Designing a compliance audit trail with auto-documentation
Module 14: Certification & Career Advancement - Submitting your final automation project for review
- Criteria for earning your Certificate of Completion
- How to present your automated system as a board-ready proposal
- Including ROI calculations and time-saving metrics in your submission
- Sharing your certificate on LinkedIn and professional networks
- Using your project as a portfolio piece for promotions or interviews
- Writing compelling case summaries for internal advocacy
- Scaling your solution to other departments or teams
- Documenting maintenance and ownership transition plans
- Receiving feedback and improvement suggestions from experts
Module 1: Foundations of AI-Augmented Spreadsheets - Understanding the shift from passive tracking to intelligent decision support
- The core principles of automation maturity in Google Sheets
- How AI enhances - not replaces - human judgment in analysis
- Overview of built-in AI capabilities in Google Sheets (Explore, Smart Fill, Suggestions)
- Setting up your secure, structured learning environment
- Version control best practices for automated spreadsheets
- Naming conventions and folder architecture for audit readiness
- Introduction to ethical automation and data governance
- Aligning automated workflows with organisational decision tiers
- Common pitfalls in manual reporting and how AI fixes them
Module 2: AI-Driven Data Ingestion & Structuring - Automating data imports from Google Forms using triggers and validation rules
- Using IMPORT functions to pull live data from external URLs
- Integrating Google Analytics 4 exports into dynamic dashboards
- Scraping structured web data safely and legally using IMPORTHTML
- Automated email parsing with Gmail and Google Apps Script
- Validating incoming data using conditional formatting and formula audits
- Setting up real-time data cleansing workflows
- Building error detection systems for inconsistent inputs
- Creating self-correcting column formatting rules
- Using natural language inputs to classify free-text responses
Module 3: Natural Language Automation with AI Tools - Integrating Google’s Natural Language API for sentiment analysis
- Automated categorisation of customer feedback using AI tagging
- Building keyword extraction systems for survey responses
- Generating summary insights from long-form text entries
- Using AI to auto-detect urgency in support tickets or emails
- Creating dynamic labelling systems based on content context
- Setting up real-time language translation for multilingual inputs
- Training custom classification models using sample data sets
- Automating follow-up logic based on sentiment thresholds
- Embedding interpretability checks to maintain transparency
Module 4: Smart Formula Engineering with AI Assistance - Writing dynamic array formulas with FILTER, SORT, and UNIQUE
- Chaining multiple AI-enhanced functions for complex logic
- Using LET and LAMBDA functions to create reusable logic blocks
- Debugging formula errors with systematic trace methods
- Automating formula propagation across sheets and ranges
- Versioning formula changes for audit compliance
- Building formula libraries for department-wide reuse
- Using AI to suggest optimal functions based on data patterns
- Validating output consistency across large data sets
- Creating fallback logic for missing or outlier data points
Module 5: Decision Logic Frameworks with Conditional Automation - Designing if-then decision trees for operational thresholds
- Automating escalation protocols based on metric triggers
- Building multi-layered approval workflows using status flags
- Mapping business rules into executable spreadsheet logic
- Using VLOOKUP and XLOOKUP for dynamic reference matching
- Creating cascading update systems for dependent KPIs
- Integrating time-based conditions into decision rules
- Automating budget variance alerts using threshold monitoring
- Setting up compliance checks for policy adherence
- Generating auto-remediation suggestions when rules are breached
Module 6: AI-Enhanced Visualisation & Dashboarding - Designing executive-ready dashboards with minimal clutter
- Selecting optimal chart types for different data stories
- Automating chart updates using dynamic named ranges
- Using conditional colouring to highlight key trends
- Incorporating sparklines for at-a-glance performance views
- Building interactive filters using dropdowns and checkboxes
- Linking dashboard elements to real-time action logs
- Embedding AI-generated insight summaries below charts
- Creating mobile-optimised layout templates
- Versioning dashboard designs for stakeholder-specific reporting
Module 7: Automated Reporting Workflows - Scheduling weekly reports using time-driven triggers
- Generating PDF summaries automatically with custom branding
- Emailing reports to stakeholders with personalised messages
- Using templates to standardise report structure and tone
- Automating executive briefing decks from Sheet data
- Inserting performance commentary using dynamic text blocks
- Tracking report delivery and open rates via logs
- Setting up revision history for report iterations
- Creating read-only exports for external distribution
- Building revision approval gates for sensitive reports
Module 8: Predictive Modelling Using AI-Powered Functions - Forecasting trends using Google Sheets’ built-in FORECAST.ETS
- Building seasonality-adjusted projections for sales or demand
- Creating confidence intervals around predictions
- Validating model accuracy using historical back-testing
- Automating re-forecasting when new data arrives
- Integrating external drivers into predictive models (e.g. market data)
- Visualising forecast uncertainty with shaded bands
- Detecting anomalies using statistical deviation thresholds
- Generating early warning signals for unexpected drops
- Documenting model assumptions for audit clarity
Module 9: Script Automation with Google Apps Script - Introduction to JavaScript basics within Google Apps Script
- Writing functions to automate repetitive formatting tasks
- Creating custom menu items for non-technical users
- Triggering actions based on cell edits or time schedules
- Automating sheet creation and archiving processes
- Building pop-up alerts for critical data changes
- Logging automation runs for troubleshooting and audits
- Using try-catch blocks to handle script errors gracefully
- Passing data between Sheets, Docs, and Slides automatically
- Securing scripts with appropriate permission scopes
Module 10: AI Integration via Add-Ons and External APIs - Installing and auditing trusted AI add-ons for Sheets
- Connecting to OpenAI for text generation within cells
- Automating summarisation of long documents using AI
- Generating data descriptions and insight narratives with prompts
- Using AI to suggest next actions based on dashboard trends
- Fetching real-time currency or commodity prices via API
- Automating social media sentiment imports using third-party tools
- Validating API responses before ingestion into key models
- Rate-limiting and caching strategies for reliable performance
- Building fallback systems for when external APIs fail
Module 11: Collaboration & Governance in Shared Workbooks - Setting up role-based access controls for sensitive data
- Using protected ranges to prevent unauthorised edits
- Automating change alerts to managers and auditors
- Creating comment workflows for cross-team validation
- Tracking user activity with built-in revision history
- Automatically notifying stakeholders of major updates
- Generating access reports for compliance audits
- Setting up approval workflows before final publish
- Archiving old versions with metadata tagging
- Monitoring concurrent edits and resolving conflicts proactively
Module 12: Advanced Automation: Building Self-Updating Systems - Designing fully autonomous reporting pipelines
- Linking multiple automation scripts into end-to-end workflows
- Automating data validation at each workflow stage
- Building health checks for system reliability
- Creating status dashboards for monitoring automation performance
- Setting up alert systems for failed runs or delays
- Automated retry mechanisms for transient failures
- Storing logs in separate audit sheets for compliance
- Documenting system architecture for handovers or reviews
- Optimising performance to reduce script execution time
Module 13: Real-World Case Studies & Applied Projects - Automating a monthly financial close checklist
- Building a live sales pipeline tracker with AI insights
- Creating a dynamic budget allocation model based on performance
- Designing a supplier risk scoring dashboard with auto-updates
- Developing an employee engagement analysis system from surveys
- Automating project milestone tracking with deadline alerts
- Building a customer churn predictor using historical data
- Creating a resource utilisation forecast for team planning
- Integrating weather or economic data into operational forecasts
- Designing a compliance audit trail with auto-documentation
Module 14: Certification & Career Advancement - Submitting your final automation project for review
- Criteria for earning your Certificate of Completion
- How to present your automated system as a board-ready proposal
- Including ROI calculations and time-saving metrics in your submission
- Sharing your certificate on LinkedIn and professional networks
- Using your project as a portfolio piece for promotions or interviews
- Writing compelling case summaries for internal advocacy
- Scaling your solution to other departments or teams
- Documenting maintenance and ownership transition plans
- Receiving feedback and improvement suggestions from experts
- Automating data imports from Google Forms using triggers and validation rules
- Using IMPORT functions to pull live data from external URLs
- Integrating Google Analytics 4 exports into dynamic dashboards
- Scraping structured web data safely and legally using IMPORTHTML
- Automated email parsing with Gmail and Google Apps Script
- Validating incoming data using conditional formatting and formula audits
- Setting up real-time data cleansing workflows
- Building error detection systems for inconsistent inputs
- Creating self-correcting column formatting rules
- Using natural language inputs to classify free-text responses
Module 3: Natural Language Automation with AI Tools - Integrating Google’s Natural Language API for sentiment analysis
- Automated categorisation of customer feedback using AI tagging
- Building keyword extraction systems for survey responses
- Generating summary insights from long-form text entries
- Using AI to auto-detect urgency in support tickets or emails
- Creating dynamic labelling systems based on content context
- Setting up real-time language translation for multilingual inputs
- Training custom classification models using sample data sets
- Automating follow-up logic based on sentiment thresholds
- Embedding interpretability checks to maintain transparency
Module 4: Smart Formula Engineering with AI Assistance - Writing dynamic array formulas with FILTER, SORT, and UNIQUE
- Chaining multiple AI-enhanced functions for complex logic
- Using LET and LAMBDA functions to create reusable logic blocks
- Debugging formula errors with systematic trace methods
- Automating formula propagation across sheets and ranges
- Versioning formula changes for audit compliance
- Building formula libraries for department-wide reuse
- Using AI to suggest optimal functions based on data patterns
- Validating output consistency across large data sets
- Creating fallback logic for missing or outlier data points
Module 5: Decision Logic Frameworks with Conditional Automation - Designing if-then decision trees for operational thresholds
- Automating escalation protocols based on metric triggers
- Building multi-layered approval workflows using status flags
- Mapping business rules into executable spreadsheet logic
- Using VLOOKUP and XLOOKUP for dynamic reference matching
- Creating cascading update systems for dependent KPIs
- Integrating time-based conditions into decision rules
- Automating budget variance alerts using threshold monitoring
- Setting up compliance checks for policy adherence
- Generating auto-remediation suggestions when rules are breached
Module 6: AI-Enhanced Visualisation & Dashboarding - Designing executive-ready dashboards with minimal clutter
- Selecting optimal chart types for different data stories
- Automating chart updates using dynamic named ranges
- Using conditional colouring to highlight key trends
- Incorporating sparklines for at-a-glance performance views
- Building interactive filters using dropdowns and checkboxes
- Linking dashboard elements to real-time action logs
- Embedding AI-generated insight summaries below charts
- Creating mobile-optimised layout templates
- Versioning dashboard designs for stakeholder-specific reporting
Module 7: Automated Reporting Workflows - Scheduling weekly reports using time-driven triggers
- Generating PDF summaries automatically with custom branding
- Emailing reports to stakeholders with personalised messages
- Using templates to standardise report structure and tone
- Automating executive briefing decks from Sheet data
- Inserting performance commentary using dynamic text blocks
- Tracking report delivery and open rates via logs
- Setting up revision history for report iterations
- Creating read-only exports for external distribution
- Building revision approval gates for sensitive reports
Module 8: Predictive Modelling Using AI-Powered Functions - Forecasting trends using Google Sheets’ built-in FORECAST.ETS
- Building seasonality-adjusted projections for sales or demand
- Creating confidence intervals around predictions
- Validating model accuracy using historical back-testing
- Automating re-forecasting when new data arrives
- Integrating external drivers into predictive models (e.g. market data)
- Visualising forecast uncertainty with shaded bands
- Detecting anomalies using statistical deviation thresholds
- Generating early warning signals for unexpected drops
- Documenting model assumptions for audit clarity
Module 9: Script Automation with Google Apps Script - Introduction to JavaScript basics within Google Apps Script
- Writing functions to automate repetitive formatting tasks
- Creating custom menu items for non-technical users
- Triggering actions based on cell edits or time schedules
- Automating sheet creation and archiving processes
- Building pop-up alerts for critical data changes
- Logging automation runs for troubleshooting and audits
- Using try-catch blocks to handle script errors gracefully
- Passing data between Sheets, Docs, and Slides automatically
- Securing scripts with appropriate permission scopes
Module 10: AI Integration via Add-Ons and External APIs - Installing and auditing trusted AI add-ons for Sheets
- Connecting to OpenAI for text generation within cells
- Automating summarisation of long documents using AI
- Generating data descriptions and insight narratives with prompts
- Using AI to suggest next actions based on dashboard trends
- Fetching real-time currency or commodity prices via API
- Automating social media sentiment imports using third-party tools
- Validating API responses before ingestion into key models
- Rate-limiting and caching strategies for reliable performance
- Building fallback systems for when external APIs fail
Module 11: Collaboration & Governance in Shared Workbooks - Setting up role-based access controls for sensitive data
- Using protected ranges to prevent unauthorised edits
- Automating change alerts to managers and auditors
- Creating comment workflows for cross-team validation
- Tracking user activity with built-in revision history
- Automatically notifying stakeholders of major updates
- Generating access reports for compliance audits
- Setting up approval workflows before final publish
- Archiving old versions with metadata tagging
- Monitoring concurrent edits and resolving conflicts proactively
Module 12: Advanced Automation: Building Self-Updating Systems - Designing fully autonomous reporting pipelines
- Linking multiple automation scripts into end-to-end workflows
- Automating data validation at each workflow stage
- Building health checks for system reliability
- Creating status dashboards for monitoring automation performance
- Setting up alert systems for failed runs or delays
- Automated retry mechanisms for transient failures
- Storing logs in separate audit sheets for compliance
- Documenting system architecture for handovers or reviews
- Optimising performance to reduce script execution time
Module 13: Real-World Case Studies & Applied Projects - Automating a monthly financial close checklist
- Building a live sales pipeline tracker with AI insights
- Creating a dynamic budget allocation model based on performance
- Designing a supplier risk scoring dashboard with auto-updates
- Developing an employee engagement analysis system from surveys
- Automating project milestone tracking with deadline alerts
- Building a customer churn predictor using historical data
- Creating a resource utilisation forecast for team planning
- Integrating weather or economic data into operational forecasts
- Designing a compliance audit trail with auto-documentation
Module 14: Certification & Career Advancement - Submitting your final automation project for review
- Criteria for earning your Certificate of Completion
- How to present your automated system as a board-ready proposal
- Including ROI calculations and time-saving metrics in your submission
- Sharing your certificate on LinkedIn and professional networks
- Using your project as a portfolio piece for promotions or interviews
- Writing compelling case summaries for internal advocacy
- Scaling your solution to other departments or teams
- Documenting maintenance and ownership transition plans
- Receiving feedback and improvement suggestions from experts
- Writing dynamic array formulas with FILTER, SORT, and UNIQUE
- Chaining multiple AI-enhanced functions for complex logic
- Using LET and LAMBDA functions to create reusable logic blocks
- Debugging formula errors with systematic trace methods
- Automating formula propagation across sheets and ranges
- Versioning formula changes for audit compliance
- Building formula libraries for department-wide reuse
- Using AI to suggest optimal functions based on data patterns
- Validating output consistency across large data sets
- Creating fallback logic for missing or outlier data points
Module 5: Decision Logic Frameworks with Conditional Automation - Designing if-then decision trees for operational thresholds
- Automating escalation protocols based on metric triggers
- Building multi-layered approval workflows using status flags
- Mapping business rules into executable spreadsheet logic
- Using VLOOKUP and XLOOKUP for dynamic reference matching
- Creating cascading update systems for dependent KPIs
- Integrating time-based conditions into decision rules
- Automating budget variance alerts using threshold monitoring
- Setting up compliance checks for policy adherence
- Generating auto-remediation suggestions when rules are breached
Module 6: AI-Enhanced Visualisation & Dashboarding - Designing executive-ready dashboards with minimal clutter
- Selecting optimal chart types for different data stories
- Automating chart updates using dynamic named ranges
- Using conditional colouring to highlight key trends
- Incorporating sparklines for at-a-glance performance views
- Building interactive filters using dropdowns and checkboxes
- Linking dashboard elements to real-time action logs
- Embedding AI-generated insight summaries below charts
- Creating mobile-optimised layout templates
- Versioning dashboard designs for stakeholder-specific reporting
Module 7: Automated Reporting Workflows - Scheduling weekly reports using time-driven triggers
- Generating PDF summaries automatically with custom branding
- Emailing reports to stakeholders with personalised messages
- Using templates to standardise report structure and tone
- Automating executive briefing decks from Sheet data
- Inserting performance commentary using dynamic text blocks
- Tracking report delivery and open rates via logs
- Setting up revision history for report iterations
- Creating read-only exports for external distribution
- Building revision approval gates for sensitive reports
Module 8: Predictive Modelling Using AI-Powered Functions - Forecasting trends using Google Sheets’ built-in FORECAST.ETS
- Building seasonality-adjusted projections for sales or demand
- Creating confidence intervals around predictions
- Validating model accuracy using historical back-testing
- Automating re-forecasting when new data arrives
- Integrating external drivers into predictive models (e.g. market data)
- Visualising forecast uncertainty with shaded bands
- Detecting anomalies using statistical deviation thresholds
- Generating early warning signals for unexpected drops
- Documenting model assumptions for audit clarity
Module 9: Script Automation with Google Apps Script - Introduction to JavaScript basics within Google Apps Script
- Writing functions to automate repetitive formatting tasks
- Creating custom menu items for non-technical users
- Triggering actions based on cell edits or time schedules
- Automating sheet creation and archiving processes
- Building pop-up alerts for critical data changes
- Logging automation runs for troubleshooting and audits
- Using try-catch blocks to handle script errors gracefully
- Passing data between Sheets, Docs, and Slides automatically
- Securing scripts with appropriate permission scopes
Module 10: AI Integration via Add-Ons and External APIs - Installing and auditing trusted AI add-ons for Sheets
- Connecting to OpenAI for text generation within cells
- Automating summarisation of long documents using AI
- Generating data descriptions and insight narratives with prompts
- Using AI to suggest next actions based on dashboard trends
- Fetching real-time currency or commodity prices via API
- Automating social media sentiment imports using third-party tools
- Validating API responses before ingestion into key models
- Rate-limiting and caching strategies for reliable performance
- Building fallback systems for when external APIs fail
Module 11: Collaboration & Governance in Shared Workbooks - Setting up role-based access controls for sensitive data
- Using protected ranges to prevent unauthorised edits
- Automating change alerts to managers and auditors
- Creating comment workflows for cross-team validation
- Tracking user activity with built-in revision history
- Automatically notifying stakeholders of major updates
- Generating access reports for compliance audits
- Setting up approval workflows before final publish
- Archiving old versions with metadata tagging
- Monitoring concurrent edits and resolving conflicts proactively
Module 12: Advanced Automation: Building Self-Updating Systems - Designing fully autonomous reporting pipelines
- Linking multiple automation scripts into end-to-end workflows
- Automating data validation at each workflow stage
- Building health checks for system reliability
- Creating status dashboards for monitoring automation performance
- Setting up alert systems for failed runs or delays
- Automated retry mechanisms for transient failures
- Storing logs in separate audit sheets for compliance
- Documenting system architecture for handovers or reviews
- Optimising performance to reduce script execution time
Module 13: Real-World Case Studies & Applied Projects - Automating a monthly financial close checklist
- Building a live sales pipeline tracker with AI insights
- Creating a dynamic budget allocation model based on performance
- Designing a supplier risk scoring dashboard with auto-updates
- Developing an employee engagement analysis system from surveys
- Automating project milestone tracking with deadline alerts
- Building a customer churn predictor using historical data
- Creating a resource utilisation forecast for team planning
- Integrating weather or economic data into operational forecasts
- Designing a compliance audit trail with auto-documentation
Module 14: Certification & Career Advancement - Submitting your final automation project for review
- Criteria for earning your Certificate of Completion
- How to present your automated system as a board-ready proposal
- Including ROI calculations and time-saving metrics in your submission
- Sharing your certificate on LinkedIn and professional networks
- Using your project as a portfolio piece for promotions or interviews
- Writing compelling case summaries for internal advocacy
- Scaling your solution to other departments or teams
- Documenting maintenance and ownership transition plans
- Receiving feedback and improvement suggestions from experts
- Designing executive-ready dashboards with minimal clutter
- Selecting optimal chart types for different data stories
- Automating chart updates using dynamic named ranges
- Using conditional colouring to highlight key trends
- Incorporating sparklines for at-a-glance performance views
- Building interactive filters using dropdowns and checkboxes
- Linking dashboard elements to real-time action logs
- Embedding AI-generated insight summaries below charts
- Creating mobile-optimised layout templates
- Versioning dashboard designs for stakeholder-specific reporting
Module 7: Automated Reporting Workflows - Scheduling weekly reports using time-driven triggers
- Generating PDF summaries automatically with custom branding
- Emailing reports to stakeholders with personalised messages
- Using templates to standardise report structure and tone
- Automating executive briefing decks from Sheet data
- Inserting performance commentary using dynamic text blocks
- Tracking report delivery and open rates via logs
- Setting up revision history for report iterations
- Creating read-only exports for external distribution
- Building revision approval gates for sensitive reports
Module 8: Predictive Modelling Using AI-Powered Functions - Forecasting trends using Google Sheets’ built-in FORECAST.ETS
- Building seasonality-adjusted projections for sales or demand
- Creating confidence intervals around predictions
- Validating model accuracy using historical back-testing
- Automating re-forecasting when new data arrives
- Integrating external drivers into predictive models (e.g. market data)
- Visualising forecast uncertainty with shaded bands
- Detecting anomalies using statistical deviation thresholds
- Generating early warning signals for unexpected drops
- Documenting model assumptions for audit clarity
Module 9: Script Automation with Google Apps Script - Introduction to JavaScript basics within Google Apps Script
- Writing functions to automate repetitive formatting tasks
- Creating custom menu items for non-technical users
- Triggering actions based on cell edits or time schedules
- Automating sheet creation and archiving processes
- Building pop-up alerts for critical data changes
- Logging automation runs for troubleshooting and audits
- Using try-catch blocks to handle script errors gracefully
- Passing data between Sheets, Docs, and Slides automatically
- Securing scripts with appropriate permission scopes
Module 10: AI Integration via Add-Ons and External APIs - Installing and auditing trusted AI add-ons for Sheets
- Connecting to OpenAI for text generation within cells
- Automating summarisation of long documents using AI
- Generating data descriptions and insight narratives with prompts
- Using AI to suggest next actions based on dashboard trends
- Fetching real-time currency or commodity prices via API
- Automating social media sentiment imports using third-party tools
- Validating API responses before ingestion into key models
- Rate-limiting and caching strategies for reliable performance
- Building fallback systems for when external APIs fail
Module 11: Collaboration & Governance in Shared Workbooks - Setting up role-based access controls for sensitive data
- Using protected ranges to prevent unauthorised edits
- Automating change alerts to managers and auditors
- Creating comment workflows for cross-team validation
- Tracking user activity with built-in revision history
- Automatically notifying stakeholders of major updates
- Generating access reports for compliance audits
- Setting up approval workflows before final publish
- Archiving old versions with metadata tagging
- Monitoring concurrent edits and resolving conflicts proactively
Module 12: Advanced Automation: Building Self-Updating Systems - Designing fully autonomous reporting pipelines
- Linking multiple automation scripts into end-to-end workflows
- Automating data validation at each workflow stage
- Building health checks for system reliability
- Creating status dashboards for monitoring automation performance
- Setting up alert systems for failed runs or delays
- Automated retry mechanisms for transient failures
- Storing logs in separate audit sheets for compliance
- Documenting system architecture for handovers or reviews
- Optimising performance to reduce script execution time
Module 13: Real-World Case Studies & Applied Projects - Automating a monthly financial close checklist
- Building a live sales pipeline tracker with AI insights
- Creating a dynamic budget allocation model based on performance
- Designing a supplier risk scoring dashboard with auto-updates
- Developing an employee engagement analysis system from surveys
- Automating project milestone tracking with deadline alerts
- Building a customer churn predictor using historical data
- Creating a resource utilisation forecast for team planning
- Integrating weather or economic data into operational forecasts
- Designing a compliance audit trail with auto-documentation
Module 14: Certification & Career Advancement - Submitting your final automation project for review
- Criteria for earning your Certificate of Completion
- How to present your automated system as a board-ready proposal
- Including ROI calculations and time-saving metrics in your submission
- Sharing your certificate on LinkedIn and professional networks
- Using your project as a portfolio piece for promotions or interviews
- Writing compelling case summaries for internal advocacy
- Scaling your solution to other departments or teams
- Documenting maintenance and ownership transition plans
- Receiving feedback and improvement suggestions from experts
- Forecasting trends using Google Sheets’ built-in FORECAST.ETS
- Building seasonality-adjusted projections for sales or demand
- Creating confidence intervals around predictions
- Validating model accuracy using historical back-testing
- Automating re-forecasting when new data arrives
- Integrating external drivers into predictive models (e.g. market data)
- Visualising forecast uncertainty with shaded bands
- Detecting anomalies using statistical deviation thresholds
- Generating early warning signals for unexpected drops
- Documenting model assumptions for audit clarity
Module 9: Script Automation with Google Apps Script - Introduction to JavaScript basics within Google Apps Script
- Writing functions to automate repetitive formatting tasks
- Creating custom menu items for non-technical users
- Triggering actions based on cell edits or time schedules
- Automating sheet creation and archiving processes
- Building pop-up alerts for critical data changes
- Logging automation runs for troubleshooting and audits
- Using try-catch blocks to handle script errors gracefully
- Passing data between Sheets, Docs, and Slides automatically
- Securing scripts with appropriate permission scopes
Module 10: AI Integration via Add-Ons and External APIs - Installing and auditing trusted AI add-ons for Sheets
- Connecting to OpenAI for text generation within cells
- Automating summarisation of long documents using AI
- Generating data descriptions and insight narratives with prompts
- Using AI to suggest next actions based on dashboard trends
- Fetching real-time currency or commodity prices via API
- Automating social media sentiment imports using third-party tools
- Validating API responses before ingestion into key models
- Rate-limiting and caching strategies for reliable performance
- Building fallback systems for when external APIs fail
Module 11: Collaboration & Governance in Shared Workbooks - Setting up role-based access controls for sensitive data
- Using protected ranges to prevent unauthorised edits
- Automating change alerts to managers and auditors
- Creating comment workflows for cross-team validation
- Tracking user activity with built-in revision history
- Automatically notifying stakeholders of major updates
- Generating access reports for compliance audits
- Setting up approval workflows before final publish
- Archiving old versions with metadata tagging
- Monitoring concurrent edits and resolving conflicts proactively
Module 12: Advanced Automation: Building Self-Updating Systems - Designing fully autonomous reporting pipelines
- Linking multiple automation scripts into end-to-end workflows
- Automating data validation at each workflow stage
- Building health checks for system reliability
- Creating status dashboards for monitoring automation performance
- Setting up alert systems for failed runs or delays
- Automated retry mechanisms for transient failures
- Storing logs in separate audit sheets for compliance
- Documenting system architecture for handovers or reviews
- Optimising performance to reduce script execution time
Module 13: Real-World Case Studies & Applied Projects - Automating a monthly financial close checklist
- Building a live sales pipeline tracker with AI insights
- Creating a dynamic budget allocation model based on performance
- Designing a supplier risk scoring dashboard with auto-updates
- Developing an employee engagement analysis system from surveys
- Automating project milestone tracking with deadline alerts
- Building a customer churn predictor using historical data
- Creating a resource utilisation forecast for team planning
- Integrating weather or economic data into operational forecasts
- Designing a compliance audit trail with auto-documentation
Module 14: Certification & Career Advancement - Submitting your final automation project for review
- Criteria for earning your Certificate of Completion
- How to present your automated system as a board-ready proposal
- Including ROI calculations and time-saving metrics in your submission
- Sharing your certificate on LinkedIn and professional networks
- Using your project as a portfolio piece for promotions or interviews
- Writing compelling case summaries for internal advocacy
- Scaling your solution to other departments or teams
- Documenting maintenance and ownership transition plans
- Receiving feedback and improvement suggestions from experts
- Installing and auditing trusted AI add-ons for Sheets
- Connecting to OpenAI for text generation within cells
- Automating summarisation of long documents using AI
- Generating data descriptions and insight narratives with prompts
- Using AI to suggest next actions based on dashboard trends
- Fetching real-time currency or commodity prices via API
- Automating social media sentiment imports using third-party tools
- Validating API responses before ingestion into key models
- Rate-limiting and caching strategies for reliable performance
- Building fallback systems for when external APIs fail
Module 11: Collaboration & Governance in Shared Workbooks - Setting up role-based access controls for sensitive data
- Using protected ranges to prevent unauthorised edits
- Automating change alerts to managers and auditors
- Creating comment workflows for cross-team validation
- Tracking user activity with built-in revision history
- Automatically notifying stakeholders of major updates
- Generating access reports for compliance audits
- Setting up approval workflows before final publish
- Archiving old versions with metadata tagging
- Monitoring concurrent edits and resolving conflicts proactively
Module 12: Advanced Automation: Building Self-Updating Systems - Designing fully autonomous reporting pipelines
- Linking multiple automation scripts into end-to-end workflows
- Automating data validation at each workflow stage
- Building health checks for system reliability
- Creating status dashboards for monitoring automation performance
- Setting up alert systems for failed runs or delays
- Automated retry mechanisms for transient failures
- Storing logs in separate audit sheets for compliance
- Documenting system architecture for handovers or reviews
- Optimising performance to reduce script execution time
Module 13: Real-World Case Studies & Applied Projects - Automating a monthly financial close checklist
- Building a live sales pipeline tracker with AI insights
- Creating a dynamic budget allocation model based on performance
- Designing a supplier risk scoring dashboard with auto-updates
- Developing an employee engagement analysis system from surveys
- Automating project milestone tracking with deadline alerts
- Building a customer churn predictor using historical data
- Creating a resource utilisation forecast for team planning
- Integrating weather or economic data into operational forecasts
- Designing a compliance audit trail with auto-documentation
Module 14: Certification & Career Advancement - Submitting your final automation project for review
- Criteria for earning your Certificate of Completion
- How to present your automated system as a board-ready proposal
- Including ROI calculations and time-saving metrics in your submission
- Sharing your certificate on LinkedIn and professional networks
- Using your project as a portfolio piece for promotions or interviews
- Writing compelling case summaries for internal advocacy
- Scaling your solution to other departments or teams
- Documenting maintenance and ownership transition plans
- Receiving feedback and improvement suggestions from experts
- Designing fully autonomous reporting pipelines
- Linking multiple automation scripts into end-to-end workflows
- Automating data validation at each workflow stage
- Building health checks for system reliability
- Creating status dashboards for monitoring automation performance
- Setting up alert systems for failed runs or delays
- Automated retry mechanisms for transient failures
- Storing logs in separate audit sheets for compliance
- Documenting system architecture for handovers or reviews
- Optimising performance to reduce script execution time
Module 13: Real-World Case Studies & Applied Projects - Automating a monthly financial close checklist
- Building a live sales pipeline tracker with AI insights
- Creating a dynamic budget allocation model based on performance
- Designing a supplier risk scoring dashboard with auto-updates
- Developing an employee engagement analysis system from surveys
- Automating project milestone tracking with deadline alerts
- Building a customer churn predictor using historical data
- Creating a resource utilisation forecast for team planning
- Integrating weather or economic data into operational forecasts
- Designing a compliance audit trail with auto-documentation
Module 14: Certification & Career Advancement - Submitting your final automation project for review
- Criteria for earning your Certificate of Completion
- How to present your automated system as a board-ready proposal
- Including ROI calculations and time-saving metrics in your submission
- Sharing your certificate on LinkedIn and professional networks
- Using your project as a portfolio piece for promotions or interviews
- Writing compelling case summaries for internal advocacy
- Scaling your solution to other departments or teams
- Documenting maintenance and ownership transition plans
- Receiving feedback and improvement suggestions from experts
- Submitting your final automation project for review
- Criteria for earning your Certificate of Completion
- How to present your automated system as a board-ready proposal
- Including ROI calculations and time-saving metrics in your submission
- Sharing your certificate on LinkedIn and professional networks
- Using your project as a portfolio piece for promotions or interviews
- Writing compelling case summaries for internal advocacy
- Scaling your solution to other departments or teams
- Documenting maintenance and ownership transition plans
- Receiving feedback and improvement suggestions from experts