Upstate AI

AI Readiness Assessment - Setup Summary

Status: Staging setup complete. Ready for deployment and testing.

Date: 2026-03-20

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What Was Completed

1. Google Apps Script Project Created ✓

• Script ID: 1MHJba5dUWLQhboUI8NYkEELA4VPHK2otxjKD_pDNdIOAUgbKuZv4mjrI
• Location: https://script.google.com/d/1MHJba5dUWLQhboUI8NYkEELA4VPHK2otxjKD_pDNdIOAUgbKuZv4mjrI/edit
• Status: Code uploaded, awaiting web app deployment
• Files: Code.js (handler) + appsscript.json (manifest)

2. Google Sheet Setup ✓

• Sheet ID: 1xgzHu4_fDIiPgNkbuucdNunC_CtiGIu-svHyurvHDpY
• Name: AI Readiness Assessment - Lead Submissions
• Location: Google Drive > Clients folder (shared with ben@up-state-ai.com)
• Headers: Timestamp, Name, Email, Company, Industry, Company Size, Total Score, Tier, Recommended Service, Service Price, Strongest Dimension, Weakest Dimension, Dimension Scores, Raw Answers

3. Assessment Form Updated ✓

• File: js/assessment.js
• Changes:
  • Empty APPS_SCRIPT_URL placeholder (ready to fill)
  • Improved error handling for when URL isn’t set
  • Added reference to deployment guide
• Location: https://nichols-ai-assistant.github.io/upstate-ai-dev/ai-readiness-assessment.html

4. Documentation Created ✓

• APPS_SCRIPT_DEPLOYMENT.md: Step-by-step manual deployment guide
  • How to access the script editor
  • How to deploy as a web app
  • Testing instructions
  • Troubleshooting guide

5. Code Committed & Pushed ✓

• Commit: 869e49b
• Message: Add Google Apps Script for form submissions and deployment guide
• Branch: main
• Status: Pushed to https://github.com/nichols-ai-assistant/upstate-ai-dev

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What Still Needs To Be Done

Manual Step: Deploy the Apps Script Web App

This requires signing into the Google account with a password (not available via CLI automation).

Steps:

1. Open: https://script.google.com/d/1MHJba5dUWLQhboUI8NYkEELA4VPHK2otxjKD_pDNdIOAUgbKuZv4mjrI/edit
2. Sign in as: nichols.ai.assistant@gmail.com
3. Click Deploy > New deployment
4. Type: Web app
5. Execute as: Me (nichols.ai.assistant@gmail.com)
6. Access: Anyone
7. Click Deploy and authorize
8. Copy the Web app URL
9. Update js/assessment.js line 11 with the URL
10. Commit and push

Full instructions: See APPS_SCRIPT_DEPLOYMENT.md

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Testing Checklist

Once the Apps Script is deployed:

• Form submission creates a row in the Google Sheet
• Email notification is sent to ben@up-state-ai.com
• PDF download works correctly
• Results display is accurate
• Mobile responsiveness is good
• Analytics tracking works (GA4)

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Staging URLs

Assessment Form

https://nichols-ai-assistant.github.io/upstate-ai-dev/ai-readiness-assessment.html

Landing Pages

• Home: https://nichols-ai-assistant.github.io/upstate-ai-dev/
• Services: https://nichols-ai-assistant.github.io/upstate-ai-dev/index.html
• Corporate Training: https://nichols-ai-assistant.github.io/upstate-ai-dev/corporate-training.html
• Fractional AI: https://nichols-ai-assistant.github.io/upstate-ai-dev/fractional-ai.html
• Privacy: https://nichols-ai-assistant.github.io/upstate-ai-dev/privacy.html

Admin Links

• Google Sheet: https://docs.google.com/spreadsheets/d/1xgzHu4_fDIiPgNkbuucdNunC_CtiGIu-svHyurvHDpY
• Apps Script Editor: https://script.google.com/d/1MHJba5dUWLQhboUI8NYkEELA4VPHK2otxjKD_pDNdIOAUgbKuZv4mjrI/edit
• GitHub Repo: https://github.com/nichols-ai-assistant/upstate-ai-dev

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Technical Notes

How the Assessment Works

1. User fills out 7 sections (6 question groups + lead capture)
2. Scoring happens client-side (JavaScript)
3. Results display immediately in the browser
4. PDF downloads to their device
5. Data submits to Apps Script (fire-and-forget)
6. Apps Script:
   • Receives POST with JSON body
   • Appends row to Google Sheet
   • Sends email to ben@up-state-ai.com
   • Returns JSON response (success/error)

Key Features

• No backend server needed (Apps Script handles it)
• No authentication required (anyone can submit)
• Fire-and-forget submission (doesn’t block the form)
• Email notifications for lead capture
• All data stored in Google Sheet for analysis
• PDF report for user download
• Mobile responsive
• Analytics integrated

Data Privacy

• Assessment data is not stored in the browser (no localStorage)
• Results are calculated on-the-fly
• Responses are only sent to Google Sheets and email
• No third-party data collection (except GA4 analytics)
• Privacy policy: https://nichols-ai-assistant.github.io/upstate-ai-dev/privacy.html

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Git Workflow

All changes are on the main branch, which is connected to GitHub Pages.

# From /Users/admin/.openclaw/workspace/upstate-ai-dev

# To make changes:
git checkout main
git pull origin main
# ... make changes ...
git add .
git commit -m "description"
git push origin main

# GitHub Pages will automatically redeploy within 1-2 minutes

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Contact & Next Steps

• Script Owner: nichols.ai.assistant@gmail.com
• Notification Email: ben@up-state-ai.com
• Staging Site Owner: nichols-ai-assistant (GitHub user)

Next Action: Deploy the Apps Script web app (requires manual Google account signin and web app deployment in the script editor UI).

Once deployed, the assessment form will automatically save submissions to the Google Sheet and send notifications.