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Automates QA for performance marketing lead sheets by connecting to Google Sheets via the API. Validates pincodes, phone numbers, and call notes, flagging issues in red and edits in yellow. Cuts a two-hour manual review down to a two-minute automated process without added complexity. Built on secure, cost-effective Python libraries.

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Lead Sheet QA Automation Tool

A professional tool designed to automate the quality assurance process for performance marketing lead sheets. This program connects to a Google Sheet, validates key data fields, and highlights any discrepancies so that manual QA work can be completed in minutes rather than hours.


Overview

The Lead Sheet QA Automation Tool performs the following tasks:

  • Data Validation: Checks pincodes, phone numbers, and call notes to ensure they meet required standards.
  • Visual Feedback: Highlights invalid entries in red and cells with edited content in yellow, making it easy to spot errors.
  • Efficiency Boost: Reduces a two-hour manual review process down to two minutes.
  • Secure & Cost-Effective: Uses trusted Python libraries and standard APIs to maintain data security without a high cost.

Features

  • Google Sheets Integration: Connects directly to your Google Sheet using a service account for secure API access.
  • Flexible Validators: Dynamically loads validators based on configuration, ensuring each field (e.g., pincodes, phone numbers) is properly checked.
  • Call Note Enhancement: Uses grammar checking and formatting to improve call note clarity.
  • Customizable: Easily extend or modify validators by updating the configuration file.

Prerequisites

Before running the program, ensure you have the following:

  • Python 3.x: The program is developed in Python.
  • Java Runtime: Required for grammar correction through the LanguageTool library (if running locally).
  • Google API Credentials: A valid service account credentials JSON file to connect to Google Sheets.
  • Configuration Files:
    • config/sheet_url.txt – Contains the URL of the Google Sheet.
    • config/credentials.json – Your Google API service account credentials.
    • config/valid_pins.txt – A list of valid pincodes.
    • config/validators_config.json – Configuration details for the validators.

Installation

  1. Clone the Repository:

    git clone https://github.com/yourusername/lead-sheet-qa-tool.git
    cd lead-sheet-qa-tool
  2. Install Dependencies: Create a virtual environment (optional but recommended) and install the required libraries:

    pip install -r requirements.txt

    The requirements.txt includes:

    • gspread – For Google Sheets connectivity.
    • oauth2client – For service account authentication.
    • language_tool_python – For grammar and spelling correction in call notes ( for language_tool_python, a Java runtime is needed if you run it locally)

Configuration

Ensure the following files are in the config directory:

  • credentials.json: Your Google API service account credentials.
  • sheet_url.txt: Contains the URL of the Google Sheet you wish to process.
  • valid_pins.txt: A plain text file listing valid pincodes.
  • validators_config.json: JSON file defining which validators to load and their respective settings (e.g., column names, regex patterns).

How to Run

To execute the program, simply run:

python run.py

The script will:

  1. Load the necessary configurations.
  2. Connect to the specified Google Sheet.
  3. Validate the data using the defined validators.
  4. Update the sheet by highlighting invalid entries.

How It Works

  • Connection & Data Retrieval:
    The tool connects to your Google Sheet using the provided credentials and retrieves all data for validation.

  • Validation Process:
    Each validator checks specific columns:

    • Pincode Validator: Verifies if pincodes exist in the list of valid pincodes.
    • Phone Number Validator: Confirms that phone numbers match the expected format.
    • Call Note Validator: Corrects grammar and applies formatting to call notes.
  • Feedback & Update:
    Invalid or modified entries are highlighted directly in the Google Sheet (red for errors, yellow for edits).


Future Enhancements

An AI-enhanced version is in development to further improve accuracy and extend validation capabilities. This upcoming model will offer even more refined checks while maintaining the simplicity for non-technical users.


Support

For any questions or issues, please feel free to open an issue in the repository or contact the maintainer.


Enjoy a streamlined, efficient QA process that saves time and reduces errors in your performance marketing lead sheets!

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Automates QA for performance marketing lead sheets by connecting to Google Sheets via the API. Validates pincodes, phone numbers, and call notes, flagging issues in red and edits in yellow. Cuts a two-hour manual review down to a two-minute automated process without added complexity. Built on secure, cost-effective Python libraries.

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