Sound familiar?
What credit unions tell us before a project starts.
- Staff requests come in by email and sticky note, and nobody can say where one stands.
- Branch numbers are pulled from the core system into a spreadsheet by hand every month.
- Our member events and workshops are managed from a sign-up sheet and a shared inbox.
- Marketing wants a list of members for a campaign, and getting it takes a week.
- Our website forms land in an inbox and get copied into three other places.
What we build
Each one is a working piece you can open and check when it's done.
Internal request forms
One place for staff to ask for a new card design, a policy change or a facilities job, with an owner, a status and a reminder when it sits too long.
n8n, Make and Zapier automation Google Sheets and Apps Script automationWebsite forms routed properly
Contact, loan inquiry and appointment forms sent to the right person, logged in one sheet or CRM and answered with a clear confirmation.
API integrations and data sync Website bug fixesAppointment booking for branches
A booking page by branch and by topic, with reminders and a cancellation link, so lobby traffic is smoother.
Booking and scheduling systemsMonthly branch reports
Exports from your reporting tools collected into one tidy report per branch, ready for the manager meeting without a morning of copying.
Dashboards and reporting Excel and VBA toolsMember events and communications
Workshop sign-ups, reminders and follow-up emails handled from one list, with unsubscribes respected.
CRM setup and lead pipelines API integrations and data syncDocument and form reading
Incoming scanned forms read for the basic fields and sorted for a person to check, so staff spend time on exceptions, not typing.
PDF and document data extractionCredit unions software we work with: Symitar, Banno, Q2.
And the general tools around it: Microsoft Teams, SharePoint, Outlook, Google Sheets, Excel, Mailchimp, Zapier, Power Automate.
Example projects
Illustrations of the shape of the work, not past clients. Yours gets its own written scope.
Example project
Staff request tracker
Example: a credit union with four branches replaces an email inbox of internal requests with a form and a board showing what is new, in progress and done.
Forms, a shared board, email noticesExample project
Branch appointment booking
Example: a member picks a branch and a topic such as a mortgage chat or an account opening, gets a confirmation and a reminder, and the banker sees it on a shared calendar.
Booking page, shared calendars, text remindersExample project
Monthly branch pack
Example: a manager receives one spreadsheet each month built from the figures the reporting team already exports, with last month beside it and notes in the margin.
Excel, Power Automate, scheduled emailQuestions people ask first
Do you connect to our core system?
Only if the system offers a supported way in and your vendor agrees. Often the safer route is working from its exports or reports. We say which in the scope.
Where does member data go?
Account and member financial data stay in the systems set up for them. We build around that and agree in writing which fields any tool may use.
Who owns what you build?
You do. It is built in your own accounts, and you get notes on how it works so your team can change it without us.
How do we start?
Tell us which tools you use and the one task that wastes the most time each week. We reply with questions or a written scope.
Tell us what you need built.
Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.
hello@pushbuild.com