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Google Spreadsheet
Manage invoices, accounts, and products with AI
Our AI Agent for Spreadsheets acts as a smart assistant for your ERP data stored in Google Sheets. It helps you find, update, and organize key business information such as accounts, products, invoices, and invoice details — all through simple natural language commands.
🚀 What can this agent do?
- Read accounts to check details like status or VAT numbers.
- Look up invoices by date, amount, customer, or status.
- Update accounts, products, invoices, or invoice details while keeping all existing values safe.
- Search product information, such as IDs, names, and prices.
- Summarize invoice data into a clear, easy-to-read format.
🧠 How does it work?
This agent is powered by:
- OpenAI Chat Model, which interprets your instructions in plain English.
- Contextual memory, allowing it to remember your queries during the conversation.
- Google Sheets integrations, giving it real-time access to your ERP data.
Example interaction:
User: “Show me unpaid invoices from last month.”
Agent:
📋 Here are your unpaid invoices from July 2025:
- INV-2025-102 – 2025-07-05 – Client: Acme Corp – 💰 $1,250 – Status: Unpaid
- INV-2025-103 – 2025-07-18 – Client: BlueTech – 💰 $980 – Status: Unpaid
Would you like me to send payment reminders for these?
🎯 Benefits for your business
- Streamline ERP operations without leaving Google Sheets.
- Save hours by automating invoice tracking and updates.
- Ensure accuracy when managing financial records.
- Empower your team to interact with ERP data using natural language.
✨ Get started today
Turn your Google Sheets into a smart ERP system.
Contact us to implement your first AI Agent for Spreadsheets.
