Workflow Automation with Google Apps Script : Monday.com, Streak CRM

Talent Agency

Representing social media influencers and connecting them with brands that seek exposure is the world of a social media talent agency. And key to success is ensuring that influencers always know the status of each contract for each brand they promote. So when the integration they built in Google Apps Script to connect Streak with Monday.com started to fail it was clear that a new backend architecture was desperately needed.

Key Goals

1. Maintain the user experience in Streak for talent agency staff who enter contract data and maintain the user experience in Monday.com for influencers who view the data.
2. Design a new integration architecture in Google Apps Script that scales with the growth of the business and ensures that influencers receive real-time status updates for each of their brand contracts.
3. Create a testing environment to manage new development and address issues without affecting production.
4. Build a new logging tool to monitor integration health, enable the software development team to quickly troubleshoot system issues, and maximize system uptime.

Solutions

Step 7 Consulting provided the following solutions.

1. Conducted an initial assessment and prepared a road map for achieving a 100% success rate for each Streak to Monday.com update while also scaling for business growth and ensuring data security.
2. Designed a new integration architecture in Google Apps Script while maintaining the existing front-end user experiences in Streak and Monday.com.
   1. Instead of relying upon bulk updates every 15 minutes which often failed due to timeout issues, a new architecute relying upon Webhooks and security tokens provides secure updates resulting in a 100% success rate.
   2. The moment a contract related change is made in Streak a Webhook is sent to Google Apps Script which updates Monday.com for the influencer to view.
   3. Rather than waiting 15 minutes the new processing is completed within 2-3 seconds.
3. Created a test environment to manage new development and allow agency staff to view and test changes prior to production deployment.
4. Built a logging tool providing the software development team with easy access to view integration health, troubleshoot issues, and maximize system uptime.
5. Prepared technical documentation to ensure development continuity so any development team can quickly reference architecture and core functions.

Project Artifacts

Monday.com User Interface


Streak User Interface


Google Apps Script Code Editor