Soon Tables and documents
Google Sheets + MoreSend: The sheet you already use becomes a system: price list, stock, leads or a guest list
This connection is being built. This is how it will work once it ships. Until then, you can connect any system with an API through Tools.
What you’ll be able to do
The robot and your reps work with Google Sheets from inside the conversation.
- The robot finds a row by a key column, such as phone or order number
- A new row for every lead or request
- Update an existing row
- A sheet as robot knowledge, re-synced when it changes
Controls and approvals
- Adding and updating rows waits for a rep’s approval
- A customer sees only their own rows, by the identity column
- You choose which sheets and tabs are connected
Events that start a flow
Each of these events can start a Studio flow.
- Row added
- Row changed
Ready-made flows
Start from a template and adapt it to your business.
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Lead to row
Every new lead lands in the sheet, with the channel it came from.
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“Ready” in the sheet, a message to the customer
Change a row’s status and the customer is told their order is ready.
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Price-list questions
The robot answers prices and availability straight from the sheet.
More in this category
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Want Google Sheets first?
Tell us how you work with Google Sheets, and we’ll let you know the moment the connection is ready. Meanwhile, we’ll show you what works today.