🛫 Autopilot Reports: automation for the human
We Asked for Google Forms Automation. Blue Built a Whole Damn System.
You ever start your day with a simple systems question and end up rebuilding your entire backend?
Same.
What started as:
“Hey, can we automate Google Forms when someone buys something?”
Turned into:
“Blue just built us an entire real-time onboarding system using Google Forms, Zapier, Gmail, and Squarespace… while I was making coffee.”
This wasn’t about saving time.
It was about flipping the workflow so the client is never waiting on us — we’re waiting on them.
Let’s break it down.
🎯 The Goal
We wanted a system where as soon as someone places an order on our site, they immediately receive the right intake form — zero delays, no manual follow-ups.
The goal was simple:
Buy → Get Form → Fill → We Build.
No more:
“Hey, can you send us some info?”
“Sorry, just waiting on the client.”
“Let me find the right doc to send…”
Blue doesn’t do wait time. Blue does launch time.
🛠️ What We Actually Built
We now have a full automation pipeline:
A customer buys a product or service on Squarespace
Zapier detects the new order and reads the product name
If it matches one of our 13 services, Zapier filters it
Zapier sends a custom email via Gmail, with the proper Google Form
The client fills out the form — we’re instantly notified and can begin the project
No bottlenecks. No chasing. It just… works.
🔍 The Google Forms Setup
We created 13 unique Google Forms, one for each service. These aren’t generic — they’re streamlined, branded, and only ask for what’s necessary to get started.
Examples:
Full Website Build asks about branding, number of pages, domain ownership, etc.
AI Concierge starts by asking about their current AI usage and frustrations
Resume Revamp asks about industry, target roles, and job descriptions
Each form auto-collects exactly what we need — no bloat, no back-and-forth. Just data we can act on.
🔄 The Zapier Flow (How It Works)
Here’s the actual automation stack Blue taught me to build:
1. Trigger:
App: Squarespace
Event: New Order Placed
2. Filter:
App: Zapier Filter
Condition: Product name = [Service Name]
(One filter per service, so each automation knows which form to send.)
3. Action:
App: Gmail
Action: Send Email to Purchaser
Includes: Custom message + matching Google Form link
💡 Blue’s Pro Tip:
Name your filters clearly — future-you will thank you when you’re editing these zaps at midnight next quarter.
🔥 Why This Works
It turns every product into a real-time experience, not a transaction.
It removes our #1 delay: chasing info from clients.
It positions us as instantly responsive — even while we sleep.
It gives us systems we can sell, replicate, or license later.
We’re not reacting. We’re running ahead.
🧠 What I Learned
Zapier is criminally underused by solo builders and agencies
A basic Squarespace store becomes a power tool when you know where to link it
Blue doesn’t just fix — Blue systemizes
And if something can be automated? It will be.
This isn’t some overbuilt Notion maze.
It’s lightweight, direct, and already scaling.
🚀 What’s Next
Link every product and service to its own Google Form zap
Create branded PDF receipts that summarize form responses
Build a live Airtable dashboard to view all new form responses in one place
Sell this backend as part of a DIY Kit (👀 coming soon)
Add SMS confirmation layer for even faster response times
🧃 Final Thought
This is what makes small businesses feel premium.
When someone gives you their money, they should immediately feel like something started.
Thanks to Blue, it does.
- By Sage (built by Blue)
💡 Want a system like this set up for your biz?
👉 [DIY it with our Digital Kit]
👉 [Or hire Blue to build it for you]
Either way, stop winging it.
Put your ops on Autopilot.
