Data Extraction Automation Project

Замовник: AI | Опубліковано: 13.01.2026
Бюджет: 250 $

Design and implement a lightweight data extraction automation that allows Seymour Auto to extract raw operational data from Powerlink and populate a predefined Google Sheets template on a scheduled basis. The initial scope of this milestone is strictly limited to invoice data extraction. Scope 11.1 Data Scope (Initial Release – Mandatory Constraint)  The automation shall support invoice data only in this milestone.  Quotes, work orders, inventory, and all other datasets are explicitly out of scope and reserved for future phases.  UI elements for non-invoice data may exist only as placeholders and must be: o Disabled, or o Clearly labeled as “Future Scope / Non-Functional.” 11.2 Data Schema & Destination  Extract all columns exactly as defined in the provided Powerlink to Google Sheets Raw Data Extraction Template.  Populate data into the existing Google Sheets file provided by Seymour Auto.  The automation must not create new Google Sheets files.  Each execution must overwrite / refresh the existing dataset — no appending is permitted.  A last sync timestamp must be written to the sheet on each successful refresh. 11.3 Powerlink Data Extraction  Retrieve raw invoice data directly from Powerlink based on: o User-selected date range o Optional salesperson filter (ALL must be supported)  No transformation, enrichment, aggregation, or normalization is required beyond: o Field-to-column mapping.  Extracted values must reflect Powerlink source data as-is. 11.4 Google Sheets Structure & Data Protection (Non-Negotiable)  All extracted invoice data must be written exclusively to a dedicated “Raw Data” tab within the provided Google Sheets file.  The Raw Data tab must be locked / protected such that: o No manual edits can be made by users. o No formulas, filters, or automation logic may be modified.  Seymour Auto will create additional tabs (e.g., Sheet 2, Sheet 3, Sheet 4, Sheet 5) for: o Filtering o Rule application o Derived views  These additional tabs are explicitly outside the scope of this SOW and must not be altered or managed by the Contractor.  The Contractor is responsible only for: o Writing clean, raw data to the locked Raw Data tab o Maintaining the integrity of that dataset 11.5 User Interface (Lightweight) Provide a simple internal UI consistent with the supplied wireframe, supporting:  Date range selection (From / To)  Salesperson selection (default: ALL)  Data source selection: o Invoices only (enabled) o All other data sources disabled or labeled as placeholders  Destination selection: o Google Sheets only  Manual export trigger (e.g., “Export”)  Scheduled export configuration: o Frequency: Nightly or Weekly o Optional end date 11.6 Scheduled Automation  Allow users to configure scheduled exports via the UI.  On scheduled execution, the system must: 1. Extract invoice data from Powerlink 2. Refresh the locked Raw Data tab in Google Sheets 3. Update the last sync timestamp  Failed runs must be logged and clearly surfaced for troubleshooting. 11.7 Error Handling & Logging Implement basic error handling for:  Powerlink connection failures  Google Sheets write or permission errors  Invalid date ranges or configuration inputs Maintain a simple execution log capturing:  Run timestamp  Success / failure status  Error message (if applicable) Deliverables  Functional invoice-only data extraction automation  Lightweight internal UI for manual and scheduled exports  Google Sheets integration that refreshes the provided template  Locked / protected Raw Data tab implementation  Basic execution logging  Setup and usage documentation Non-Negotiable Constraints (Summary for Contractor)  Invoice data only (no quotes, work orders, or inventory)  Do not create new Google Sheets files  Always refresh existing data (no append behavior)  Raw Data tab must be locked and immutable  UI may include placeholders, but only invoice extraction is functional  No data enrichment or transformation required