The simplicity of spreadsheets. The power of automation.

Whether you need a ready-to-use template or a custom, cross-platform consulting solution, we bridge the gap between simple spreadsheets and powerful automation.No steep learning curves, no software onboarding, and absolutely no monthly subscriptions. Just high-performance systems engineered for the tools you use every day.

Built for the tools you already use.

Zero Learning Curve.

If you know how to type in a cell, you already know how to use these templates. Leverage your existing experience without watching hours of software tutorials.

NO SUBSCRIPTION FEES.

Pay once and own it forever. We don't charge recurring monthly fees to use these templates, allowing you to bypass the expensive, endless subscription costs of traditional SaaS platforms.

Complete Data Control.

Your data stays entirely in your hands, not locked behind a proprietary software platform. Enjoy an unrestrictive, private workspace that runs natively on the stable infrastructure you trust every day.

Featured Spotlight: The Connections Tracker

The smart way to manage the people you meet.

Stop losing track of the people who matter. This intuitive tracker handles the formatting and organization so you can focus on building real connections. It gives you a clean, unified space to look up notes, map key details, and stay ahead. Just open it up and hit the ground running.

  • New Hires & Career Changers: Map your new organization by tracking job titles, project alignments, and communication styles, while identifying key workplace influencers, allies, and critics so you can navigate your first 90 days with total confidence.

  • Community & Local Groups: Keep track of volunteers, club members, or neighborhood committees, making it easy to see how everyone is connected and who to reach out to.

  • Conference & Event Attendees: Capture contacts, emails, and conversational talking points before the day even ends.

  • Small Businesses & Sales Leads: Follow up reliably by keeping client contact info, background details, and communication histories organized in one permanent hub.

Skip the subscription.

Most productivity apps want a monthly fee just to let you view your own data. Our templates are single-purchase assets. You buy them once, you own them forever, and your data stays entirely yours.

Simple tools for growing teams.

You shouldn't need a massive enterprise budget or a dedicated software engineer just to keep your team aligned. We are actively engineering a suite of lightweight, budget-friendly business tools, including a comprehensive project management workspace and dynamic social media content trackers.High-performance administrative efficiency, completely out of the box.

Automated Google Sheets Templates

The Automated Connections Tracker

$19 USD

The ultimate visual tracker to keep your connections organized.

A high-performance tool with the simplicity of a spreadsheet.
Get professional-grade automation without the complex software setup.

Never forget a name, a detail, or a follow-up.

You don't need a complicated system to keep your network organized.Whether you’re trying to remember everyone at a brand-new job, sorting through a pocketful of business cards after an event, making friends at a weekend meetup, or getting to know a brand-new team, this tool handles the organization for you.Keep your contacts organized, your notes in one place, and your opportunities alive.

  • Dynamic Profile View: Stop scrolling through rows of text. Select a name from a single dropdown to instantly view their core stats, communication preferences, and latest notes in a clean dashboard.

  • Instant Dropdown Editor: Customize your terminology with ease. A master setup list lets you enter your unique options and categories in basic text, instantly updating every clickable menu in your workspace.

  • Zero Learning Curve: If you can type in a cell, you can run this tool. Smart background automation handles tracking IDs and formula protection quietly, giving you a secure ecosystem with zero tutorials required.

  • Built on Google Sheets: Get peace of mind with automatic cloud backups and full version history. A familiar interface pairs with smart background logic, giving you total data ownership without a monthly software subscription.

  • The Live-Event Companion: Take your tracking offline. A landscape page optimized for clean paper printing lets you capture notes by hand at busy meetups, gatherings, or events.

Professional Services & Consulting

Custom Tool Development

Stop fighting with broken rows, sluggish data files, and messy manual workarounds. We take your chaotic workflows and rebuild them from the ground up into secure, automated, error-proof systems within Google Workspace, Smartsheet, or Jira, tailored exactly to your operations.

What’s Included:

  • Diagnostic Process Audit: A full review of your current sheets to find and isolate your data-entry bottlenecks.

  • Backend Restructuring: Complete rebuild with locked formula protection and built-in automation.

  • One-Click Dashboards: Tailor-made, visual reporting screens built for rapid administrative decision-making.

  • Live Team Handoff: A 1-on-1 walkthrough session to ensure absolute adoption and zero deployment delays.

Workflow Automation & Architecture

When businesses grow, manual tracking breaks. We solve this by engineering custom workflows directly inside your Google Workspace, Smartsheet, or Jira platform. We turn fragmented files into unified, secure systems, giving your team a single, reliable source of truth.

What’s Included:

  • Friction Mapping: A comprehensive operational review to pinpoint where data gets stuck or handled manually.

  • Custom Script Engineering: Automated background scripts and custom menu macros built right into your sheets.

  • Scalable Architecture: Complete design and deployment of secure, interconnected tracking databases.

  • Seamless Team Transition: Hands-on team training and clear documentation so you can confidently own your new workflows.

THE PHILOSOPHY

Our Mission

We build systems for people who love the simplicity of spreadsheets but need the power of automation. With a background in technical operations and deep Google Workspace architecture, AutomatePMO Solutions was founded to bridge that gap.

The Hidden Software Tax

Every new platform your business buys comes with a hidden tax; weeks of team frustration, wasted training hours, and friction from your staff.
We eliminate that entirely. Because your team already knows how to navigate a spreadsheet, your new system is fully operational the hour we deliver it. No software to learn. No downtime. Just high-performance workflows.

Our Stand

We don't believe in forcing growing teams to adopt complex platforms or expensive subscriptions. Instead, we engineer rock-solid, secure, and fully automated tools directly inside the environment you use every single day.

Contact Us

Thank you for reaching out.

We personally review every message to ensure we give your project or template inquiry the attention it deserves. We will get back to you as soon as possible with a thoughtful response.In the meantime, feel free to explore our ready-to-use templates and see how we eliminate chaos.

PRIVACY POLICY | AutomatePMO Solutions

Effective Date: June 1, 2026

AutomatePMO Solutions (“we,” “us,” or “our”) operates the website located at www.automatepmo.com. This Privacy Policy outlines our strict commitments and compliance frameworks regarding the collection, use, disclosure, and protection of personal data belonging to website visitors, B2B consulting clients, and digital storefront buyers.

1. Regulatory Compliance Framework

We operate as a data controller under various domestic and international privacy regimes. This policy is engineered to meet the stringent standards mandated by Canada's Personal Information Protection and Electronic Documents Act (PIPEDA), the British Columbia Personal Information Protection Act (PIPA), the European Union General Data Protection Regulation (GDPR), the United Kingdom Data Protection Act, and applicable United States state-level privacy statutes (including California’s CCPA/CPRA).

2. Data Collection Protocols & Sources

2.1 Information Collected Directly from You

We limit direct collection to the bare minimum operational telemetry required to handle professional inquiries. When you submit information through our website contact or booking forms, we collect your:

  • Full Name

  • Business Email Address

  • Freetext Inquiry Contents (i.e., information provided within the "What can we help you with?" text field)

2.2 Information Transmitted via Third-Party Merchant of Record

Our online digital storefront is powered by Lemon Squeezy, LLC, acting as an independent Merchant of Record (MoR). Lemon Squeezy manages payment processing, automated tax calculation, and transaction fulfillment. Upon the completion of a transaction, Lemon Squeezy transmits specific commercial data markers back to us for license management, accounting audits, and product fulfillment records. This transmitted data may include:

  • Purchaser Name and Email Address

  • Billing Address and Country of Origin

  • Associated Telephone Number (where provided)

  • Geographical Location/IP-derived Metadata

We do not store, ingest, or view credit card numbers, banking details, or financial credentials. All financial transactions are governed exclusively by Lemon Squeezy’s proprietary Privacy Policy.

2.3 Automated Tracking and Analytics Data

To analyze traffic volumes and enhance site optimization, our website infrastructure intends to deploy tracking tools, specifically Google Analytics. Google Analytics collects pseudonymous web metrics, including browser types, referring pages, internet service provider details, operational systems, and anonymized IP addresses. This data is strictly aggregated to assess performance and cannot be traced back to an identifiable natural individual by us.

3. Ground for Processing & Utilization of Data

We process personal data only when a valid lawful basis exists, specifically:

  • Contractual Performance: To fulfill digital asset license deliveries or provide consulting hours.

  • Legitimate Interests: To respond to inbound business inquiries, diagnose website structural performance errors, and verify transactions against fraudulent chargeback attempts.

  • Legal Obligations: To adhere to corporate tax reporting mandates enforced by the Canada Revenue Agency (CRA) or cross-border trade controls.

4. B2B Consulting Sandbox Protocols

STRICT ISOLATION PROTOCOL: When executing customized process optimization, technical automation, or system architecture configuration inside client platforms (such as Smartsheet, Jira, or Google Workspace), we operate strictly inside the client’s isolated sandbox or enterprise-controlled cloud environments. We explicitly do not ingest, copy, mirror, migrate, or temporarily store live client databases, proprietary corporate records, employee files, or personally identifiable information onto local company machines or independent cloud storage arrays, unless explicitly authorized in writing via a signed Statement of Work.

5. Data Retention Boundaries

We retain collected personal information only for the minimum timeframe necessary to satisfy the specific purposes outlined in this policy. Contact form communications are purged or archived within a reasonable period following the conclusion of commercial discussions. Transaction data received via our Merchant of Record is preserved for a mandatory duration of seven (7) years to satisfy auditing, accounting, and revenue compliance obligations under Canadian corporate tax law.

6. Cookies and International Deferral Mechanics

Our website utilizes cookies and similar tracking identifiers to track traffic patterns and preserve user preferences. Because our backend engine (Carrd Pro) may deploy standard operational cookies automatically, visitors from the European Economic Area (EEA), the United Kingdom, and restrictive jurisdictions are advised that automated analytics scripts (such as Google Analytics) are utilized. If you wish to disable data capture, you must configure your personal browser tracking settings to explicitly block cookies, clear local cache files, or utilize a verified Virtual Private Network (VPN) or privacy extension.

7. Absolute Rights of Global Data Subjects

Depending on your geographical residence, you possess specific statutory privileges regarding your personal data. We extend these core structural rights to all verified users globally:

  • Right of Access: The right to demand a clear inventory of what personal identifiers we hold regarding your profile.

  • Right to Rectification: The right to force the immediate correction of inaccurate or incomplete informational datasets.

  • Right to Erasure ("Right to be Forgotten"): The right to request the permanent deletion of your data from our internal records (excluding data we are legally mandated to preserve for fiscal or litigation-defense tracking).

  • Right to Restrict or Object: The right to limit our processing thresholds or object to the collection of metrics via analytics.

To exercise any of these statutory options, contact our central data desk at [email protected]. We will complete verification protocols and deliver an actionable response within thirty (30) days from receipt, free of charge.

8. Data Disclosures and Third-Party Transfers

We do not trade, sell, lease, or commercially exploit customer contact data or email registries with external marketing brokers or third-party corporations. Data is only disclosed to specific functional entities under the following conditions:

  • To essential service sub-contractors (such as web hosting providers, cloud storage networks, or analytics engines) who operate under strict contractual data privacy mandates.

  • To regulatory oversight bodies, legal counsel, or law enforcement entities when required by a valid, binding judicial order or to enforce our established Terms & Conditions.

9. Revisions and Modifications

We reserve the unilateral right to update, modify, or rewrite this Privacy Policy at any time to align with shifting international privacy statutes, platform mechanics, or corporate models. Any adjustments will become active immediately upon publication of the updated text and modification date to this page.

TERMS & CONDITIONS | AutomatePMO Solutions

Effective Date: June 1, 2026

This document establishes a modular contract framework between AutomatePMO Solutions (“Consultant”) and the individual or corporate buyer (“Purchaser”).

  • Section I (General Framework) applies globally to all transactions.

  • Section II (B2B Module) applies strictly to custom consulting engagements initiated via an executed Statement of Work ("SOW").

  • Section III (B2C & Digital Storefront Module) applies strictly to automated transactions completed via the online checkout interface.

SECTION I: GENERAL FRAMEWORK

(Applies to all interactions, consulting clients, and digital product purchasers)

1. Governing Framework & Integration

This document establishes a dual-track commercial framework. Transactions involving custom technical consultation are governed by Section I and Section II combined with an executed, signed Statement of Work ("SOW"). Transactions involving automated digital asset purchases from the online storefront are governed by Section I and Section III upon digital checkout confirmation. This framework constitutes the final, complete, and exclusive expression of the agreement between the parties, completely superseding all prior oral or written marketing materials, representations, email correspondences, or negotiations.

2. Proprietary Rights & Licensing Constraints

  • 2.1 Consultant Intellectual Property: Consultant retains absolute, sole, and exclusive ownership of all "Developer IP," including but not limited to pre-existing source templates, proprietary automation scripts, specialized Google Apps Scripts, custom sheet formulas, architectural logic frameworks, database schemas, and structured workflow methodologies developed prior to or during the performance of this agreement.

  • 2.2 Restricted & Prohibited Uses: The Purchaser is expressly prohibited from reselling, sub-licensing, renting, sharing, duplicating, or distributing the Developer IP (including modified or derivative variations of the Consultant’s templates, scripts, formulas, or automation layouts) as a standalone asset, shared drive asset, or public service repository.

  • 2.3 Artificial Intelligence Training Ban: The Purchaser explicitly agrees not to utilize, input, or expose any portion of the Developer IP, custom code, or proprietary logic into any artificial intelligence model, large language model (LLM), or machine learning system for the purpose of training, fine-tuning, or enabling automated synthesis or replication of the Consultant's proprietary logic across unauthorized enterprise environments.

3. Confidentiality Framework

  • 3.1 Definition and Obligations: Each party agrees to maintain strict confidentiality regarding all non-public, proprietary technical data, financial figures, corporate strategies, and specific business workflows ("Confidential Information") shared during the course of the engagement. Receiving parties shall implement technical and organizational safety parameters no less stringent than those used to safeguard their own data.

  • 3.2 Carve-outs and Survival: Confidential Information excludes data that is or becomes publicly available through no breach of the receiving party, or is legally compelled via a binding order from a court or regulatory entity. This confidentiality obligation shall survive the expiration or termination of this agreement for a fixed period of three (3) years.

4. Absolute Limitation of Liability

  • 4.1 DISCLAIMER OF WARRANTIES: ALL SERVICES, DELIVERABLES, SCRIPTS, TEMPLATES, AND DIGITAL ASSETS ARE PROVIDED STRICTLY ON AN "AS-IS" AND "AS-AVAILABLE" BASIS. CONSULTANT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, REGARDING SYSTEM INTEROPERABILITY, CONTINUOUS ERROR-FREE EXECUTION, UPTIME STABILITY, OR COMPLETE COMPATIBILITY ACROSS LEGACY ENTERPRISE INFRASTRUCTURE.

  • 4.2 CAP ON TOTAL LIABILITY: TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, THE CUMULATIVE FINANCIAL LIABILITY OF THE CONSULTANT FOR ANY AND ALL CLAIMS, DAMAGES, OR CAUSES OF ACTION ARISING OUT OF OR RELATED TO THIS AGREEMENT, REGARDLESS OF THE LEGAL FORM OF ACTION—WHETHER SOUNDING IN CONTRACT, TORT (INCLUDING ACTIVE OR PASSIVE NEGLIGENCE), STRICT PRODUCT LIABILITY, STATUTORY BREACH, OR OTHERWISE—SHALL BE STRICTLY LIMITED TO THE EXACT AGGREGATE DOLLAR AMOUNT ACTUALLY PAID BY THE PURCHASER TO THE CONSULTANT UNDER THE SPECIFIC SOW OR ONLINE CHECKOUT TRANSACTION THAT GAVE RISE TO THE DISPUTE.

  • 4.3 EXCLUSION OF CONSEQUENTIAL DAMAGES: IN NO EVENT SHALL THE CONSULTANT BE LIABLE TO THE PURCHASER OR ANY THIRD PARTY FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED TO LOSS OF BUSINESS PROFITS, DATA CORRUPTION, OPERATIONAL DISRUPTION, SYSTEM DOWNTIME, OR COMMERCIAL LOSSES, EVEN IF EXPLICITLY ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

5. Miscellaneous Legal Provisions

  • 5.1 Non-Solicitation Covenant: During the active term of this agreement and for a period of one (1) consecutive year following its termination, the Purchaser shall not directly or indirectly solicit for employment, engage as an independent contractor, or hire any employees or specialized sub-contractors associated with the Consultant without obtaining prior express written authorization.

  • 5.2 Third-Party Beneficiaries: This agreement is executed solely for the operational benefit of the executing parties. No third party, corporate subsidiary, end-customer, or affiliate of the Purchaser shall possess any enforceable legal rights, remedies, or claims hereunder.

  • 5.3 Severability & Waiver: If any specific clause within this framework is deemed unenforceable by a court of competent jurisdiction, the remaining terms shall continue in full force and effect. A waiver of any specific breach does not constitute a permanent waiver of future compliance.

  • 5.4 Governing Law and Jurisdiction: This entire framework and all derivative transactions shall be governed by, and interpreted strictly in accordance with, the laws of the Province of British Columbia and the federal laws of Canada applicable therein. The parties irrevocably submit to the exclusive jurisdiction of the provincial and federal courts situated in Vancouver, British Columbia for the resolution of any legal disputes.

SECTION II: PROFESSIONAL SERVICES & CUSTOM CONSULTING

(B2B Module: Applies strictly to customized corporate scopes governed by an SOW)

1. Scope Management & Written Change Orders

Consultant will perform only the technical implementations explicitly defined in the executed SOW. Any deviations, additional data migrations, or architectural modifications requested by the Purchaser shall be deemed out-of-scope and will require a formal, written, mutually signed Change Order detailing adjusted milestone structures and additional consulting fees.

2. Administrative System Access & Comprehensive Indemnity

  • 2.1 Credentials & Security: To complete custom automation deployments, the Purchaser must provision limited administrative or developer access to relevant cloud software environments (e.g., Google Workspace, Jira, Smartsheet). The Purchaser retains sole administrative oversight over its systems and is strictly responsible for implementing access restrictions and rotating or revoking all provided access credentials immediately upon completion of the project milestones.

  • 2.2 INDEMNIFICATION BOUNDARY: THE CONSULTANT DISCLAIMS ALL LIABILITY FOR SECURITY INCIDENTS, DATA BREACHES, PLATFORM CONFIGURATION ISSUES, SYSTEM CORRUPTION, OR REGULATORY PRIVACY VIOLATIONS OCCURRING ON THE PURCHASER'S SYSTEMS. THE PURCHASER SHALL DEFEND, INDEMNIFY, AND HOLD HARMLESS THE CONSULTANT FROM ANY CLAIMS, REGULATORY PENALTIES, OR DAMAGES ARISING OUT OF THE ACCESS GRANTED TO THE CONSULTANT OR THE PERFORMANCE OF SCRIPT DEPLOYMENT WITHIN THE PURCHASER’S ENVIRONMENT.

  • 2.3 Post-Delivery Operational Environment Stability: The Consultant is entirely absolved of responsibility for subsequent system failures, script breaking, or API deprecations caused by third-party platform updates (e.g., core changes to Google Apps Scripts engines or Smartsheet API structures) or manual configuration alterations performed by the Purchaser's staff after formal delivery of the milestone.

3. Compensation Framework & Late Payment Penalty Enforcement

Fees for custom development are dictated by the SOW. Invoices are strictly payable net-15 days from the date of issuance. Any past-due balances shall automatically bear interest at a rate of 1.5% per month (representing 18% per annum), calculated daily from the original due date until paid in full. Consultant retains an absolute right to immediately suspend active infrastructure development and system access if any invoice becomes past due.

4. Formal SOW Termination Mechanics

Either party may terminate an active SOW with fourteen (14) days' formal written notice. Upon notice execution, the Purchaser is legally obligated to compensate the Consultant for all verified hours logged, milestone segments completed, or prorated deliverables engineered up to the exact effective date of termination.

SECTION III: DIGITAL STOREFRONT TERMS OF SALE

(B2C / E-Commerce Module: Applies strictly to automated online storefront purchases)

1. Delivery Mechanics & Licensing Specifics

Storefront digital assets are delivered instantly and automatically upon successful checkout processing via downloadable links or direct platform access invitations. Completion of checkout grants the specific buyer a non-exclusive, non-transferable, single-user internal license to utilize the asset. Multi-user utilization or deployment across shared organizational networks requires a distinct enterprise multi-seat license.

2. Exclusion of Technical Support & Modification Risks

Purchaser explicitly acknowledges that manual modification, formula alteration, structural deletion, or script tampering performed by the Purchaser is done at their sole operational risk. Consultant is under zero legal or technical obligation to troubleshoot, debug, restore, or provide customized technical support for any digital asset that has been modified post-download.

3. Irrevocable No-Refund Policy & Statutory Waiver

DUE TO THE IMMEDIATE, FULLY DOWNLOADABLE NATURE OF DIGITAL ASSETS, ALL SALES EXECUTED VIA THE STOREFRONT ARE ABSOLUTE, FINAL, AND STRICTLY NON-REFUNDABLE. BY INITIATING CHECKOUT AND DOWNLOADING THE ASSET, THE PURCHASER EXPLICITLY WAIVES ANY LEGAL RIGHT TO A COOLING-OFF PERIOD, CANCELLATION, OR REFUND UNDER DOMESTIC OR INTERNATIONAL CONSUMER PROTECTION FRAMEWORK STATUTES.

  • 3.1 Mandatory Regulatory Compliance (EU/UK/International): If the Purchaser is accessing the storefront from a jurisdiction enforcing mandatory consumer withdrawal rights (such as the EU Consumer Rights Directive), the checkout flow must feature an explicit, active opt-in mechanism. By actively consenting to immediate digital fulfillment, the Purchaser formally acknowledges that they explicitly forfeit their statutory 14-day right of withdrawal and any corresponding refund claims once the digital download link is rendered or accessed.

4. Export Controls and International Compliance

The Purchaser warrants and represents that they are not a resident of, or operating within, any territory subject to global economic sanctions, embargoes, or restricted-party lists maintained by the Government of Canada, the United States, or the European Union. Consultant reserves the immediate right to terminate platform access and void product licenses if false representations are discovered.