Google Sheets integration
Stop copying WhatsApp leads into your spreadsheet.
Leads from your sheet get a WhatsApp message, and what they tell you goes back into a row.
30 minutes. You choose the day and the time.
Siti, 9876 5432, Facebook ad, 4-room deep clean
New row 48, 2:10pmWatched sheetHi Siti, thanks for asking about a deep clean for your 4-room. What day suits you?
Your number, 2:14pmFirst message, from the number you pickedNext Saturday morning?
Siti, 2:30pmRow added to Bookings: Siti, 4-room, next Saturday
Your workflow, 2:31pmGoogle Sheets Row step
Both ways
Your sheet and your WhatsApp, working both ways
Your ads drop each lead into a Google Sheet. Then someone copies the number into WhatsApp, types the same hello, and types the answer back into another sheet.
01New row
Send every new row on your sheet a first message.
Your form or your ads write each new lead into a Google Sheet. Connect that sheet, and every new row becomes a lead with a first message from the number you pick. You write the message once.
- You pick which of your numbers texts them
- Wait a while before sending, if you like
- More than one wording, dealt out evenly down the sheet
- Lead sheetShared as anyone with the link, view onlyConnected
- Sends fromThe number you picked: Bookings line
02The alert
Hear about each new lead without opening the sheet.
You shouldn't need the sheet open to know who's new. Each new row sends an alert to the WhatsApp number you name, and to your Lark group if you turn that on. The lead's card goes into the pipeline you pick.
- Each sheet can alert a different number
- A Lark group too, if you want it
- Each new lead's card goes into the pipeline you pick
- Row 48, 2:10pmSiti, 9876 5432, 4-room deep clean
03The answers
Write what they said back into a row.
Your bookings live in a sheet your team already reads. Add a Google Sheets Row step to a workflow and pick the values, like their name, the day they want and their budget. Each lands under the column with the same name.
- Writes to the tab you name, or the first one
- A missing column is noted, and the rest still go in
- A value that looks like a formula stays as text
- TabBookingsThe tab you named
04No retyping
Never type a lead's answers in twice.
The AI Fills In Fields step reads the chat and saves what they said to their card: a budget, a date, a yes or a no. The next step writes it into your sheet. Anything they didn't say stays empty.
- Read from the chat
- Saved to the card first
- Then written to the sheet
- Siti, 2:30pmNext Saturday morning? Around $180 is fine.
05Pace
Send first messages spaced out, so the number stays safe.
A sheet with fifty new rows doesn't send fifty messages at once. First messages to new leads go out about an hour apart, and a risk check slows them or pauses them when your number looks at risk.
- Set the pause between messages yourself
- A new number warms up for a week first
64sent on Tuesday
Wednesday 11:30amlast one goes out
And the rest
And the small things that keep the sheet tidy
Goes well with
Ready to stop copying leads by hand?
Start with the sheet your form fills in.
30 minutes. You choose the day and the time.
Before you connect a sheet
Worried about who can see the sheet?
It has to be shared as anyone with the link, and view access is enough. Only people who have the link can open it.
Through the Google Sheets Row step, which needs a small script pasted into your sheet. Only you can see and change the script, and it takes requests with your step's key only.
After the wait you set, and never closer than your number's gap. First messages go out about an hour apart, so a batch of rows goes out over a few hours.
No. First messages go out about an hour apart, and a new number sends nothing to leads on its first day.
An eight-digit Singapore number is completed with +65. Any other short number is skipped, so a stranger isn't texted by mistake.
There's no public price for the AI agent yet, so you'll get a price for your team on the walkthrough.