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Sheet Automation | AI Automated Solutions
From Sheets to Systems

We don’t just boost revenue — we turn your sheet into a live system

Think of it as going from paper → software. Your spreadsheet becomes a database that triggers actions: send WhatsApp, create tasks, update CRM, generate documents, invoice, and more. No engineering team required.

What your sheet can do now

Turn manual, repetitive work into automations triggered by rows, statuses, or dates.

📤

Send & Reply

WhatsApp, SMS, and email messages with templates and variables from the row.

🧾

Docs & E‑sign

Auto-generate quotes/invoices, send for e‑sign, and save PDFs back to the sheet.

🗂️

Tasks & Tickets

Create tasks, SLAs, and support tickets, then sync status to the sheet.

🔁

Pipelines

Move deals across stages, assign owners, and trigger follow‑ups.

💳

Payments

Issue payment links (Stripe/Payfast), reconcile paid statuses automatically.

🤖

Agentic AI

Draft replies, summarise records, and trigger actions based on context.

How it works

Simple, robust, and safe — designed to start thin and scale.

1) Connect

Link Google Sheets or Excel Online. We map your columns to entities and actions.

2) Watch

Choose triggers: new row, status change, date/time, or webhook.

3) Decide

Rules & guardrails (e.g., send during business hours, dedupe, approvals).

4) Act

Send messages, create tickets, update CRM, generate docs, charge cards.

5) Measure

Dashboards for throughput, errors, SLAs — with alerts on failures.

Live row → action demo

Edit the row and click Run. We simulate what happens: which actions fire and what payload is sent.

{
  "row": {"name":"Thabo M.", "stage":"Quote Sent", "phone":"+27 72 000 0000", "amount": 3800, "due":"2025-09-20"},
  "rules": ["If stage = 'Quote Sent' → send WhatsApp follow‑up", "If due in < 7 days → reminder", "On payment → mark 'Won'"]
}

Pricing

Start with one workflow — scale across teams.

Starter

R6,900 /mo
  • 1 sheet → 3 actions
  • 500 runs / month
  • Email/WhatsApp support

Growth

R12,900 /mo
  • 3 sheets → 10 actions
  • 5,000 runs / month
  • Dashboards & alerts

Scale

Custom /mo
  • Unlimited sheets & actions
  • SSO, audit trails, approvals
  • Custom integrations

FAQ

Quick answers.

Which sheets do you support?

Google Sheets and Excel Online out of the box. CSV imports, too.

What actions can you trigger?

WhatsApp, email, SMS, webhooks, CRM updates, task/ticket creation, doc generation, payments, and more.

Is this safe?

Yes. We use scoped service accounts & API keys. All actions are logged with audit trails and optional approvals.

How fast can we go live?

Most go live in days. We configure one workflow first to prove value, then expand.

Ready to automate from your sheet?

Send us your spreadsheet and the actions you want. We’ll wire it into your stack and show results quickly.

Connect with us

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