Free Google workflow self-audit

Google Forms course registration audit

Trace one registration from form submission through the sheet, messages, payment, delivery, and closeout. Find out what can stay and which handoff to fix first.

Form intake

What the form captures before staff begin processing a registration.

1.1The form requires the course, registrant, billing, and consent details needed by the next step.

1.2Every submission receives one registration identifier used in the sheet, messages, and payment records.

Sheet and status control

How staff know which record is current and what needs attention.

2.1One approved view shows registration, payment, attendance, and exception status.

2.2Course dates, capacity, cancellations, and transfers have one approved source of truth.

Messages and exceptions

How the right details reach customers and staff without hidden failures.

3.1Confirmations and joining instructions are prepared from approved form and course data.

3.2Failed messages and unusual registrations become visible tasks with a named owner.

Billing and payment

How registration facts connect to invoices, payments, refunds, and reminders.

4.1A registration can be matched to its invoice or payment without searching by name or email.

4.2Paid, refunded, disputed, cancelled, or staff-held records stop the appropriate reminders.

Delivery and closeout

How a completed class becomes a complete operating record.

5.1Roster, attendance, certificate, exception, and finance status are checked before closeout.

5.2Automations have failure alerts, a named owner, and a documented manual recovery step.

Complete all 10 checks to see what can stay and what to fix first.

What this audit assumes

Google tools are not automatically the problem

Forms can feed responses into Sheets, and Apps Script can respond to form submissions. The operating risk is often the handoff: unclear identifiers, separate status records, duplicate triggers, missing stop rules, or failures nobody owns.

Google documents form response controls, installable form-submit triggers, and Apps Script service quotas. Your result should still be validated against your real Workspace edition, volume, permissions, and exception cases.

Google Forms response controls Apps Script form-submit example Apps Script quotas