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How It Works

From Google Sheet to
intelligent automation — in 5 days.

We wire automation directly inside your existing Google Workspace. Your team changes nothing about how they work. The Sheet just gets smarter.

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Zero Disruption

You don't need any of this.

SheetPilot works with what you already have. No new tools to buy. No team to retrain. No data to migrate.

💾
New Software
We work inside Google Sheets — which you already use every day.
🔄
Data Migration
Your data stays exactly where it is. Nothing moves to a new system.
📚
Team Training
Your team continues entering data in Sheets exactly as they always have.
💳
Monthly Subscription
One-time setup fee. Runs on Google's free infrastructure forever.
🖥️
External Servers
Everything runs inside your Google Account. Your data never leaves.
👨‍💻
Technical Knowledge
We handle all the technical setup. You just see results in your inbox.
Go-Live Timeline

From audit call to live automation
in 5 business days.

Our streamlined implementation process means you're saving time within a week of signing up.

Day 1
🔍 Audit & Plan
30-min call. We review your Sheets, understand your workflow, and map out exactly what to automate.
Day 2–3
⚙️ Development
We build the automation engine — triggers, report templates, alert logic, and email designs.
Day 4
✅ Testing
We run end-to-end tests using your actual sheet data. Every trigger, every email, every threshold.
Day 5
🚀 Handover
We do a live walkthrough with your team. Automation goes live. First automated report hits your inbox.
Day 6+
♾️ Runs Forever
The system runs on Google's infrastructure. No maintenance from you. Just results, every day.
The Process

A detailed look at how we build
your automation.

1
Step 1 — Free Audit (Day 1)
We learn your business before touching a line of code.
We start with a 30-minute call (or in-person meeting if you're in Bangalore). We ask about your sheets, your team, what data you track, and — most importantly — what information you wish was automatically communicated to whom. We never guess. We listen.
Which sheets do you use and for what
Who needs to receive what information
What thresholds trigger an alert
Current time spent on manual reporting
2
Step 2 — Proposal (Day 1–2)
We recommend one plan. Not a menu.
Based on what we learn, we recommend a specific tier and configuration — not a list of options. We explain exactly what will be automated, what reports will look like, who will receive what, and what the one-time cost is. No ambiguity. No upsells you didn't ask for.
Recommended plan and add-ons
Exact automation scope
Sample email template design
Go-live timeline and support terms
3
Step 3 — Development (Day 2–3)
We build inside your Google Workspace. Nothing external.
We request temporary editor access to your Google Sheet and build the automation using Google Apps Script — a JavaScript-based platform built into every Google Workspace account. We deploy lightweight trigger scripts in your sheet that watch for changes and schedules. The report processing engine lives in our standalone Web App and processes data without storing it. All emails are sent via your own Google account's Gmail.
Trigger scripts deployed in your Sheet
Time-based and event-based triggers
Branded HTML email templates built
Alert thresholds configured per your specs
Role-based recipient routing set up
WhatsApp integration (if applicable)
4
Step 4 — Test & Review (Day 4)
We test every trigger with your actual data before going live.
We run full end-to-end tests — simulating stock drops, overdue payments, new orders, and scheduled report times. We send test emails to you for review. You approve the email design and content. Only after your sign-off do we switch to live mode.
Stock alert threshold simulation
Payment due date trigger testing
Scheduled report delivery test
You review and approve email designs
5
Step 5 — Handover & Go-Live (Day 5)
We walk your team through what changed. (Spoiler: almost nothing.)
We do a 20-minute screen-share walkthrough with your team. We show them how to see the automation is running, how to update recipient lists, and how to contact us if something needs changing. Then we go live. The first automated report hits everyone's inbox that evening.
Live team walkthrough
Documentation handover (PDF guide)
First live report sent
Support period begins
How It's Built

Built inside your Google Workspace.
Your data never leaves.

We use a secure split architecture — trigger scripts in your sheet, processing in our isolated Web App. Your data is never stored externally.

📂 In Your Google Account

Lightweight trigger scripts are deployed inside your Google Sheet. These are simple — just 10–15 lines of code you can see in your sheet's script editor.

  • Time-based triggers (9 AM daily reports)
  • Event-based triggers (on sheet edit)
  • Threshold watchers (stock levels)
  • Date checkers (payment due dates)
  • All scripts visible to you
→

⚙️ Our Processing Layer

When a trigger fires, it sends your sheet data to our secure processing Web App. This is where the business logic lives — report formatting, threshold calculations, email template rendering.

  • Business logic and alert calculations
  • HTML email template rendering
  • Role-based recipient routing
  • PDF generation (if applicable)
  • Emails sent via your Gmail account
🔒 Your data privacy is protected by design
Data is transmitted securely (HTTPS) to process a single report cycle and is never persisted or stored on our servers. Your Google Workspace account remains the single source of truth for all your business data. We sign a one-page service agreement that establishes this explicitly.
🛡️

If it doesn't work, we fix it free.

Every implementation includes a bug-fix support period (30 days for Starter, 90 days for Growth, 6 months for Business Pro). If any automation misbehaves or misses a trigger during your support period, we fix it within 24 hours at no charge. No questions asked.

Common Questions

Technical questions, plain answers.

Google Apps Script is a JavaScript-based scripting platform built into every Google Workspace account — the same company that makes Sheets, Gmail, Drive, and Docs. It can read/write Sheets, send emails via Gmail, create PDFs, and run on time-based or event-based triggers. It's free, there's no external infrastructure, and it has been available since 2009. We use it because it's already inside your Google account.
We need temporary editor access to the specific Google Sheet(s) we're automating. This is the same access you'd give a team member to edit a sheet. After development and testing are complete, we can remove our access — the automation runs independently inside your account. We don't need admin access to your Google Workspace account.
Yes. The trigger scripts in your Sheet are visible in your script editor (Extensions → Apps Script). You'll see 10–15 lines of code that handle the triggers. The processing engine and report templates live in our separate Web App project — this is our intellectual property — but the scripts in your sheet are fully transparent.
Google Apps Script is a mature, stable platform maintained by Google. In the rare event that a Google update breaks something, it falls under your support period — we fix it at no charge. After your support period, we offer a quarterly health check service (₹1,999) and an Annual Maintenance Contract (₹11,999/year) that covers all fixes and 2 free upgrades.
Yes. The Growth plan handles up to 3 connected sheets, and Business Pro handles unlimited sheets. Multi-location tracking (e.g., 3 warehouse locations each with their own Sheet) is available in Business Pro. We can aggregate data from multiple sheets into a single daily report, or send location-specific reports to location-specific recipients.

See it live on your actual sheet.

Message us on WhatsApp and we'll show you a live demo using a sheet similar to yours — before you commit to anything.

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