Install the starter kit in the right order and keep the first workflow simple.

Prerequisites

• A Google account with access to Forms, Sheets, Docs, and Gmail.
• One test form or one test spreadsheet you can safely modify.
• A willingness to keep the first version narrow: one intake, one output, one operator.
• If you want live AI output, the API key or model configuration required by the chosen workflow.

Recommended install order

1. Start with the form-to-summary workflow because it gives the fastest visible result.
2. Connect the sheet logging path next so every run is auditable.
3. Add Gmail draft generation only after the source data and summary output look correct.
4. Use the Docs generation workflow last, once field names and data mapping are stable.

What to customize first

• Column headers and merge variables.
• The summary prompt and any status labels.
• Recipient fields and draft subject lines.
• Document naming and storage location.

What is included

• Three workflow templates for Forms, Sheets, Gmail, and Docs automation.
• Configuration notes that explain where each workflow expects its source data.
• Operator notes that show which parts are safe to rename and which should stay stable.
• Basic adaptation guidance for internal use or client delivery.

Support boundaries

• The starter kit is a working base, not a full hosted app.
• Email walkthrough help is included only if you buy the walkthrough or guided setup tier.
• If you need a custom workflow assembled for you, move to the service package instead.

Best first outcome

Within the first setup session, aim to prove one clean loop: new record in, AI output written, operator can review the result. Stop there before you expand the scope.