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Bob + Google Sheets

Make the spreadsheet part of the work.

Connect Google Sheets and Bob answers from your trackers, adds the rows, updates the cells and builds new sheets, asking before anything changes. In the HeyBob app on Mac, Windows and Linux, or in Slack.

  • Only sheets you can already open
  • Asks before he edits
  • A receipt on every job
HeyBob
A live revenue page HeyBob built, open in a browser: revenue against target from Google Sheets, open pipeline and quiet deals from HubSpot, and a header saying when each source was last read.

What Bob can do in Google Sheets.

Enough for most everyday jobs: report from a tracker, add a lead, update a project list, or pull a new analysis together from several tools.

On his own

Read

Read the cells you point him at and see how a spreadsheet is laid out.

Asks first

Add and update

Add new rows or change existing cells, showing you the change first.

Asks first

Build a new sheet

Start a fresh spreadsheet from what he gathered in your other tools.

Five things to hand him.

Name the sheet and the tab when you can. A precise source gets a faster, surer answer.

Answer from a tracker
You

“Read the July pipeline tab and tell me which deals have no next step or owner.”

The answer, without sending anyone back to the sheet.

Add a row
You

“Add this sponsor to the partnerships tracker with today’s date and me as owner.”

He shows you the row and asks before adding it.

Spot the mismatch
You

“Compare the renewal sheet with HubSpot. List stages and amounts that don’t match, but don’t change either one.”

A safe first run. Decide which one is right before you approve fixes.

Monday report
You

“Every Monday, sum up the support tracker by customer and severity, then post the five changes leadership should know.”

The sheet stays the source. The report stops being someone’s chore.

New sheet
You

“Gather the open launch tasks from Linear and Jira into a new spreadsheet with owner, due date, tool and a link to each.”

Creating a sheet is a change, so he asks first and links it when done.

Connected in a minute.

Ask

Tell Bob to connect Google Sheets.

Sign in

Tap the button he posts and sign in with Google.

Pick

Check what he is asking to see and choose the right Google account.

Go

Come back and ask again, with the sheet’s link if you have it.

Each person connects their own Google account, so Bob can open and edit the same sheets that person can.

When a sheet is not enough

Turn the tracker into a page that keeps itself current.

Ask Bob for a page and he builds a live view from your sheets and other tools, refreshed on the schedule you pick. Your signed-in team can open it, and you can add a public link. If you need the team to enter data too, he can build a small app with its own saved data instead. Pages and apps, side by side.

  • Access follows sharing. He cannot open a sheet the connected account cannot.
  • Messy sheets need clear asks. Big, irregular sheets need more direction than a tidy table.
  • Check the fancy parts. Charts, formatting and complex formulas are not the core promise. Look before you rely on them.
HeyBob
Slack: Matthew asks HeyBob for insights on a revenue spreadsheet in his drive. Bob reads it and answers with shipped revenue of $105,003 across 68 orders, a 70.9% gross margin, the monthly trend and three findings, under a receipt reading 100 credits, 4m 4s, 9 tool calls, minimax/minimax-m3, effort: medium.

Common questions.

What can Bob do with Google Sheets?

Read cells, see how a spreadsheet is laid out, add rows, update cells and create new spreadsheets.

Can Bob update a sheet without asking?

Reading happens on its own. Adding, updating or creating asks first unless you have allowed that exact kind of change.

Which Google account does Bob use?

The person who connected it. Each person connects their own, and Bob follows that person’s access.

Can Bob build any spreadsheet model?

Don’t assume every spreadsheet feature. His strength is reading, adding rows, updating cells and creating sheets.

Hand Bob the report you rebuild every week.

$100 of work, on us. Set up in 2 minutes.