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Google Sheets · Spreadsheets

Spreadsheets that update themselves.

Google Sheets is where teams track everything. Keeping it current usually means exporting, pasting and fixing formulas every week.

Where manual work happens

Great tool. Lots of work around it.

01

Exporting reports and pasting them into sheets

02

Re-building weekly summaries by hand

03

Fixing errors from copied data

Example automations

Watch Google Sheets work for you.

Three examples of what we could build around Google Sheets. Names and numbers are fictional.

Example 01 · Data sync

Your systems, flowing into one sheet.

Orders, invoices and leads from different tools sync into a single sheet automatically as they happen.

  1. 1New record created
  2. 2Data cleaned
  3. 3Sheet row added
  4. 4Totals recalculated
  5. 5Sheet up to date

Shopify

Waiting…

OLAM

Waiting…

Sheets

Waiting…

Activity
  • 09:41Order captured
  • 09:42Fields mapped
  • 09:43Row appended
Counter

0

Rows synced today

Sheet updated — no copy and paste

Example 02 · Live reports

Weekly reports that write themselves.

Numbers are pulled from your tools and a summary is shared with your team every Monday morning.

  1. 1Monday 7:00 AM
  2. 2Data gathered
  3. 3Report built
  4. 4Summary drafted
  5. 5Shared with team
W

Weekly Report

Message understood
Reply drafted & sent
Records updated
Report shared before the Monday meeting

Example 03 · No more copy/paste

Catch the rows that don't match.

Sheet data is compared to the source system so mistyped or missing entries are spotted right away.

  1. 1Sheet read
  2. 2Source compared
  3. 3Rows matched
  4. 4Mismatch flagged
  5. 5Owner notified
ReferenceSheetSource system
Row 88 · Alder Co.$1,920.00$1,920.00
Row 91 · Mesa Dental$760.00— none —
Row 94 · Pine & Co.$310.00$310.00
Needs attention1 row
Row 91 flagged for review

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Beyond this list

Don't see your platform listed?

These are just a few tools we work with. We also build custom automations for many other tools, internal systems, APIs and custom software.

Other tools

CRMs, help desks, ERPs, shipping and scheduling apps.

APIs

Any service with an API or webhook we can connect to.

Internal systems

Databases, shared drives and in-house tools.

Custom software

Older or one-of-a-kind systems built just for you.

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Other platforms

Google Sheets is a trademark of its owner. Shown to identify the tool only; no partnership or endorsement implied.