1. Objective of the Project:
Introduce an automated, efficient, and error-free Digital Membership ID Card system powered by AI and Google Apps Script, enhancing membership management for CA professionals.
2. Challenges Addressed:
Challenge | Description |
Non-Payment Disputes | Members claiming payments made without verification. |
Fee Benefit Abuse | Misuse of lower fee structure without membership validity. |
Tracking Errors | Errors arising from manual payment tracking. |
3. Need for Automation:
- Scalability: Automated system ensures easy handling of increasing member data.
- Efficient Data Collection: Leveraging Google Forms for organized and error-free data gathering.
- Automated Validation: Checks for duplicate entries and payment confirmations.
- Unique ID Generation: Standardized membership IDs in the format CPE###/2526.
4. Technology Stack and Integration:
Tool | Purpose |
Google Forms | Data Collection |
Google Sheets | Data Storage & Processing |
Google Slides | Membership ID Template |
Google Apps Script | Automation & Scripting |
Gmail & Drive APIs | Communication & Storage |
5. Automation Workflow:
- Data Collection: Members submit details via Google Form.
- Data Storage: Captured information stored securely in Google Sheets.
- Validation Checks: Automated uniqueness and payment verification checks.
- ID Generation: Automated creation of unique membership IDs.
- Template Personalization: Data insertion into Google Slides ID card templates.
- PDF Generation: Creation of PDF ID Cards with member photographs integrated.
- Email Dispatch: Automated email with attached PDF sent to verified members.
- Process Tracking: Email sending tracked within Google Sheets to avoid duplications.
6. Specific Use Cases Demonstrated:
- Triggering Google Forms: Streamlined data entry through form submission.
- Photo Integration: Automated insertion of photographs into ID card templates via Google Drive public link.
- PDF Generation & Email Automation: Real-time creation and dispatch of personalized ID cards in PDF format.
7. Advantages and Benefits:
Benefit | Description |
Complete Automation | Eliminates manual tasks entirely. |
Real-Time Delivery | Instantaneous dispatch of ID Cards. |
Error-Free Operations | Minimized manual intervention ensures accuracy. |
8. Alignment with ICAI’s Vision:
- Inspired by ICAI’s courses on AI applications.
- Demonstrates practical implementation of AI concepts.
- Prioritizes ease-of-use, accessibility, and scalability.
9. Conclusion & Impact:
This innovative project successfully harnesses AI and automation to overcome common challenges in membership management, significantly enhancing efficiency, accuracy, and member satisfaction.

