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I run a physical jewelry shop in Spain that buys gold from private individuals. I need to automate the full contract and legal reporting workflow using a no-code / low-code stack. Main tools: Airtable (core database) Make (automation/orchestration) Google Workspace (Docs, Drive, Gmail) No full custom-coded app required. Scope of Work The system must handle: 1️⃣ Customer Transactions Multi-item contracts (1 contract → multiple gold items) Automatic totals (items, weight, amount) Sequential contract numbering Legal status tracking (Pending, Sent to Police, Blocked, Released) 2️⃣ Automatic Contract PDF Generation Google Docs template Dynamic item list generation Automatic PDF creation Structured storage in Google Drive 3️⃣ Police Export & Legal Tracking Weekly "Send to Police" action Automatic calculation of 15-day legal holding period Export file with exact required Spanish authority fields Timestamped export archive Status update in Airtable 4️⃣ Basic Reporting Simple Airtable dashboards: Contracts per period Total weight Total amount No advanced BI required. Deliverables Airtable base designed from scratch (normalized structure). Make scenarios with clear naming and basic error handling. Google Docs contract template connected to Airtable. Automated PDF generation and Drive storage. Police export routine. Documentation explaining the structure. Acceptance Criteria A single contract creation should: Generate the contract PDF Save it in Drive Update legal status fields Appear correctly in reports Be exportable for police compliance After live demonstration and one week of real-world testing, project is complete.
Project ID: 40257801
49 proposals
Remote project
Active 3 mos ago
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