GALLAXI.
Contact
← All work
Illustrative studio scene with a visual enquiry workflow on a display. ImageGen portfolio visual, not a screenshot of a proprietary CRM.

Automation · 2026

GALLAXI Flow

An internal enquiry workflow connecting Meta lead forms with source sheets and a shared overview. A public reconstruction shows the logic with demonstration data, without exposing real contacts.

Role & delivery
Client
GALLAXI — internal project
Role
Workflow design · Meta / Google Sheets integration · Operator handoff
Delivery
Workflow design · Source mapping · Shared overview · Operator handoff
Tools
Meta lead forms · Google Sheets · Formulas and validation

INTERNAL PROJECT / PUBLIC RECONSTRUCTION

An enquiry needs a clear next step.

An ad enquiry starts a conversation. Its source, answers and contact need to stay together, with a clear distinction between automatic transfer and human follow-up.

Before: information across several places.

Forms and campaigns ask different questions. Copying them into disconnected lists makes source tracking, notes and next steps harder to maintain.

After: source and work stay connected.

The original Meta record stays in its source sheet. A shared overview brings sources together; status, owner and next step remain separate and linked to the original ID.

Meta → Google Sheets workflow with demonstration records, original IDs and human handoff.
The hero is an illustrative studio visual created with ImageGen, not a proprietary CRM product. Process views are reconstructed for the portfolio. Project names and records in the visuals are demonstration data, not screenshots of a real contact database.
  1. 01

    The enquiry reaches its source sheet

    A direct Meta → Google Sheets connection transfers enquiries from selected forms. Each source is mapped to its actual questions.

  2. 02

    The record keeps its identity

    The original lead ID connects answers with manual working fields. Notes remain attached to the record.

  3. 03

    The overview gives context

    A shared view combines enquiries and working status. A direct link takes the operator to the correct source row.

  4. 04

    A person owns the next step

    Qualification, conversation, proposal and decisions remain human work. Transferring a contact does not prove a sale or a conversation.

Reliability is part of the design.

  • Separate source and manual columns linked by the same ID.
  • Verify record counts, unique IDs and transferred answers.
  • Preserve notes and make sheet capacity explicit.
  • Check connection, historical import and a new enquiry separately.

Clear scope. Verifiable work.

The implemented scope covers form integration, a shared overview and operator handoff. Additional messages, reminders and integrations are scoped separately after checking the tools and their rules.

Connect your first process

Start with one real bottleneck and the tools you already use. Integration scope depends on what those tools support.

Discuss your workflow ↗