Family Ventures
The Windermere Agency Platform
A household staffing agency run by one operator, powered by a 23,000-line ops platform and a Google Workspace automation layer.
lines in the ops platform
admin surfaces
Apps Script automations
dominant action per card, by design
01 The story
The Windermere Agency places household staff, and its entire back office is designed around one principle: every card surfaces the single next action the operator should take. A drag-and-drop pipeline moves families and candidates through stages with automatic advancement. Google Sheets stays the system of record, written through HMAC-signed Apps Script calls, so the operator can always fall back to the sheet. Background checks (FCRA-compliant) and billing flow in through webhooks. If a row sits untouched for five days, the system says so.
2 compliance webhooks: background checks and billing
02 What went into it
- Next Best Action dashboard: one primary action per card
- Drag-and-drop placement pipeline with stage auto-advance
- Google Sheets as system of record with HMAC-signed writes
- Checkr background-check and Stripe billing webhooks
- Canned-response email automation on status change
- Daily 9am digest of top actions
- Stuck-state detection after five quiet days
- Cross-venture tabs for a second family business
03 Stack and capabilities
Next.js 16shadcn/uiGoogle Sheets + Apps ScriptNextAuthCheckrStripe