SendToTeam + Google Sheets Integration

Google Sheets is the go-to tool for tracking metrics, managing lists, and building reports that teams share and collaborate on daily. The SendToTeam + Google Sheets integration lets your AI employees read from and write to your spreadsheets, automating the tedious data entry and report generation work that eats up hours every week.

Your AI reporting employee can pull data from connected sources — your CRM, email campaigns, advertising platforms — and compile it into structured Google Sheets reports on a schedule you define. Weekly pipeline reviews, monthly marketing dashboards, or daily sales activity logs all get built automatically and placed in your review queue before they are shared with your team or stakeholders.

The integration also works in the other direction. Maintain a prospect list in Google Sheets and your AI outreach employee can read it to personalize email campaigns. Keep a content calendar in a shared spreadsheet and your AI content employee references it to prioritize which pieces to draft next. Google Sheets becomes the central hub that connects your data to your AI employees' workflows.

Formatting, formulas, and conditional formatting rules are preserved when AI employees update your spreadsheets. They work within the structure you have already built rather than overwriting it. If you have a report template with specific headers, formulas, and charts, your AI employee populates the data cells while leaving your layout intact.

Whether you need automated weekly reports for your executive team, real-time lead tracking sheets for your sales floor, or inventory summaries for your operations team, the SendToTeam + Google Sheets integration transforms your spreadsheets from manual busywork into living, automatically updated documents that your AI employees maintain and you control.