Automating business plan drafting and CSV data analysis for an e-commerce payment consultancy with ChatGPT.
How a custom Google Apps Script and ChatGPT integration helped Compaytence generate structured client business plans and chart visualizations directly from prospect CSV data, reducing routine preparation time.
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.
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.
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.
Automated CSV Processing
Prospect CSV transaction exports are uploaded and parsed automatically, structuring key volume figures directly into clean spreadsheet tables.
Assisted Narrative Generation
The ChatGPT API reads structured figures and generates initial draft observations and strategic bullet points tailored to the merchant's profile.
Automated Chart Generation
Pre-configured chart components automatically visualize fee distributions and comparison metrics to provide clear visual summaries.
Standardized Proposal Assembly
Narrative summaries, tabular data, and visual charts are populated into a unified template, ready for final consultant review and export.
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.
