A SheetAgent is like having a full-time data analyst inside Google Sheets. Here's the step-by-step workflow that transforms your spreadsheets into intelligent business systems:
Plug into Shopify, Stripe, Salesforce, QuickBooks, or CSVs. Automatically import and sync data in real-time without manual uploads.
AI detects duplicates, errors, and formatting issues instantly. Automatically repairs broken formulas and applies data validation rules.
Live dashboards & KPIs update in real time. Generate PDF or slide-ready exports automatically for stakeholder meetings.
AI writes summaries, insights, and recommendations in plain English. Get contextual explanations like "Revenue dropped 12% due to ad spend cut."
Revenue, budget, staffing, or campaign performance predictions. Run scenario modeling directly in your sheets.
Notifications when KPIs change or anomalies appear. Get alerted in Slack, email, or directly in Sheets when action is needed.
Transform your Google Sheets from static spreadsheets into intelligent, self-updating business systems with these powerful capabilities.
Our SheetAgents solution offers unique advantages that set us apart in the spreadsheet automation space, delivering measurable ROI and transforming how teams work with data.
Works seamlessly with your existing Google Sheets setup. No need to migrate data or learn new tools—just enhanced functionality.
No more manual refreshes or broken dashboards. Data flows automatically from source systems, keeping your insights always current.
Enterprise-grade encryption and logging. Meets SOC 2, GDPR, and industry compliance requirements with audit trails.
From 2-person startups to enterprise-scale data teams. Handles millions of rows and complex calculations without performance issues.
Save 100s of hours, cut errors by 70%, achieve 6–8 week payback period. Proven results across hundreds of implementations.
See how organizations are transforming their spreadsheet workflows and achieving measurable business results with SheetAgents.
Weekly reporting time reduced from 8 hours to 30 minutes with automated inventory forecasting.
Transformed weekly inventory and financial reporting with AI-powered forecasting that improved accuracy by 37% and saved $140K annually.
Board reporting time cut by 80% with automated churn prediction and upsell revenue optimization.
Churn risk prediction reduced client loss by 15% while achieving +22% upsell revenue through automated data analysis and board reporting.
Project budget monitoring automated with 95% faster client reporting and increased capacity.
Capacity unlocked for +3 projects per month through automated project budget monitoring and 95% faster client reporting.
Proven results across hundreds of implementations
Reduction in manual spreadsheet work
Savings per team annually
Enabling faster strategy pivots
To positive ROI
Jumpstart your automation with prebuilt Google Sheets AI Templates. Choose your template and deploy intelligent automation in minutes.
Auto-updates from Salesforce/HubSpot, AI predicts win rates & deal closures, weekly pipeline health report in Slack.
Connects to QuickBooks/Xero, tracks cash flow, expenses, revenue in real time, run "What if?" scenarios.
Pulls live data from Shopify/Stripe, AI forecasts inventory needs, alerts when SKUs risk stockouts.
Connects to Google Ads, Facebook, Mailchimp, tracks spend vs revenue across channels, AI recommends best-performing campaigns.
👉 More templates available on request—or we build you a custom template in under 72 hours.
Find answers to common questions about SheetAgents and how they can transform your Google Sheets workflow.
Transform your Google Sheets into intelligent business systems that work for you, not against you.