ProductivityAI teammates for Google Sheets
Keep reporting sheets current and explain what changed.
Your Mate
Your result
The request
Explain changes in the numbers your team tracks
Result and follow-up
Review the work with your Mate.
More work to hand off
- Update a reporting sheet with new CRM records
- Add leads from your inbox to a tracking sheet
Give your agents a job.
Your Mate
Sets up the task and cadence.
Specialist Mate
Does the recurring work.
You
Set the goals. Review the results.
Available actions
18 actions- aggregate column data
- batch get
- find worksheet by title
- get batch values
- get conditional format rules
- get data validation rules
View all 18 actions
- get sheet names
- get spreadsheet by data filter
- get spreadsheet info
- get table schema
- list charts
- list tables
- lookup spreadsheet row
- query table
- search developer metadata
- search spreadsheets
- spreadsheets values batch get by data filter
- values get
These run without asking in Safe mode. Other changes in connected apps can also run in Safe mode. Payments, refunds, and other financial actions still need your approval.
Connecting Google Sheets
- Connection
- Sign in with your account
- Setup
- About 10 minutes
Google Drive
Google Docs
Airtable
HubSpot