FlowBetta - Google Workspace Services

01: The Client

Payment advisory for online merchants.

Compaytence is an independent consultancy firm specializing in payment strategy, risk management, and fee optimization for eCommerce merchants. They assist merchants in auditing transaction processing setups and negotiating terms with payment providers.

For prospective clients, the team produces customized business plans and savings models based on merchant volume data to highlight potential fee improvements and recommended adjustments.

Company: Compaytence
Industry: Payment Strategy & Consultancy
Clients: eCommerce Merchants
Scope: Global Operations
Contact: Lars Funke, CEO
Challenge: Standardizing proposal drafting

02: The Challenge

Manual document preparation bottlenecks.

Drafting customized merchant business plans involved repeated manual data entry, calculation formatting, and narrative writing for every incoming account.

01 · Manual Data Entry

Repetitive Setup

Consultants had to parse raw merchant CSV exports, copy relevant figures into spreadsheets, and build comparison formulas by hand for each prospect.

02 · Format Standardization

Varied Presentation

Layouts and visual charts differed depending on who prepared the file, creating extra review overhead to maintain consistent formatting across proposals.

03 · Turnaround Time

Draft Delays

Manual document assembly created backlogs during busy sales periods, slowing down how quickly customized recommendations could be returned to prospects.

03: The Solution

Connecting ChatGPT with Google Sheets.

Flowbetta developed a lightweight automation system using Google Apps Script that connects the ChatGPT API directly to Compaytence's Google Sheets workflow to automate data ingestion and proposal drafting.

1

Automated CSV Processing

Prospect CSV transaction exports are uploaded and parsed automatically, structuring key volume figures directly into clean spreadsheet tables.

CSV Upload→Auto-Parse→Structured Tables

2

Assisted Narrative Generation

The ChatGPT API reads structured figures and generates initial draft observations and strategic bullet points tailored to the merchant's profile.

Merchant Data→ChatGPT API→Draft Narratives

3

Automated Chart Generation

Pre-configured chart components automatically visualize fee distributions and comparison metrics to provide clear visual summaries.

Parsed Figures→Chart Builder→Formatted Charts

4

Standardized Proposal Assembly

Narrative summaries, tabular data, and visual charts are populated into a unified template, ready for final consultant review and export.

Draft Content→Template Assembly→Final Review

Tech Stack

04: The Results

Faster turnaround and consistent presentation.

Before: Manual spreadsheet calculations

Hours spent extracting CSV numbers, copying figures, and creating calculation tables manually.

After: Automated data parsing

Transaction figures structured automatically in seconds upon CSV upload.

Before: Inconsistent formatting

Layout and visual presentation varied depending on which consultant assembled the proposal.

After: Standardized templates

Every proposal follows uniform formatting with consistent charts and clear structure.

Before: High clerical overhead

Advisors spent significant time assembling documents before they could review client strategy.

After: Advisory-first workflow

Consultants spend their time reviewing recommendations and client interactions rather than manual formatting.

★★★★★

"Joseph demonstrated a strong understanding of our needs, translating them into effective scripts that were both reliable and easy to use. His expertise with AppScript and his proactive approach to problem-solving made him a great asset to our team. I highly recommend Joseph for any organization looking to streamline processes and boost efficiency through automation."

Lars Funke
CEO, Compaytence

Streamlining repetitive document workflows

We build custom integrations within Google Workspace that help teams reduce repetitive data entry and maintain clean, consistent client documents.