What it does
An AI Employee treats a connected sheet as a queue. New or changed rows trigger the workflow you define, then the row is updated with the outcome.
AI Workforce / Reporting
Reporting
Spreadsheet Workflows
WHEN THE SHEET IS THE SYSTEM
The problem
The real system of record is still a sheet. People forget to check it, so rows sit without a next step.
Trigger
Starts when the sheet is the system.
Tools and systems
Connections depend on your deployment. Native where available, otherwise through Zapier, an API, or another connection you already use.
- Google Sheets
- Excel
- SMS
- Slack
- CRM
- Zapier-connected tools
What it reads
- Rows and columns you map in Google Sheets
- Rows and columns you map in Excel
- Messages in the connected inbox
- Inbound texts on connected numbers
- Internal alerts and threads you route to Slack
- CRM records, notes, and fields you map
- Records passed through Zapier from tools in this deployment
Actions it can take
- Reply or reach out on the connected channels you allow
- Create or update CRM records with the fields you map
- Read and update mapped spreadsheet rows
- Notify the team in Slack with a summary
- Hand a next step to a Zapier-connected tool in this deployment
- Hand off to a person when the request is outside the playbook
Human controls
- You map columns and allowed actions.
- Bulk sends can require a preview.
- A person handles rows that do not match the template.
Workflow steps
- 1A row is added or a status cell changes.
- 2The AI Employee reads the mapped columns.
- 3It runs the next step: send, log, remind, or ask a person.
- 4The row is updated so the sheet stays current.
- 5Bad rows are flagged instead of processed.
Example use case
Dispatch adds a needs-parts row. The AI Employee messages the vendor email on file, posts the PO to Slack, and marks the row requested. When the vendor replies, the row becomes ordered.
Often handled by your AI Operations Employee, as part of the broader AI Workforce.
How to customize
This job is configured around your knowledge, hours, approval rules, and the systems in this deployment. Connections depend on the deployment. Native where available, otherwise through Zapier, an API, or another connection you already use.
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See What an AI Workforce Could Do for Your Business
Walk through the work your team is already doing, then see which jobs an AI Employee could take on.