Build Services for D2C and Ops Teams
We turn messy Google Sheets into reliable operating systems for inventory, alerts, and founder-level visibility.
Daily Business Report
Automated morning summary delivered to your inbox every day
What's Included
- Auto-generated PDF or email summary at 8 AM sharp
- Sales, stock, and payment overview in one view
- Customisable recipients — email and WhatsApp
- Colour-coded alerts for items needing attention
- Week-on-week comparison built in
A Bangalore garments wholesaler gets an 8 AM email every day showing yesterday's total sales, top 5 selling SKUs, pending orders, and 3 SKUs below reorder level — all pulled automatically from their existing Sheet.
Who This Is For
- Retail shop owners
- D2C brand founders
- Distribution business ops heads
- Restaurant managers
- Any business with daily transaction tracking
Low Stock Alerts
Real-time notifications the moment inventory drops below threshold
What's Included
- Set custom reorder thresholds per SKU
- Email + WhatsApp alert sent immediately when threshold breached
- Weekly low-stock summary report
- Automatic reorder quantity suggestion
- Multi-location inventory support
A Rajajinagar pharmacy gets a WhatsApp message the moment any medicine drops below 10 units — before a customer walks in asking for it. No more "sorry, out of stock" moments.
Who This Is For
- Retail & garment stores
- FMCG distributors
- Pharmacies
- Hardware stores
- Any product-based business
Payment Reminders
Automated follow-ups for overdue invoices and receivables
What's Included
- Auto-detect overdue invoices from your Sheet
- Sends polite email reminders on D+7, D+15, D+30
- WhatsApp follow-up for high-value accounts
- Escalation to owner after 45 days
- Recovery tracking dashboard
An electronics distributor in Peenya recovered ₹4.2 lakhs in 60 days after setting up automated payment reminders. Their collections team now handles escalations only — routine follow-ups are fully automated.
Who This Is For
- Distributors with large client bases
- B2B service providers
- Wholesalers
- Construction contractors
- Any business with credit sales
Invoice Generation
One-click PDF invoice creation and delivery from Google Sheets
What's Included
- Generate professional PDF invoices from Sheet data
- Auto-email to client with CC to your team
- GST-compliant invoice format
- Invoice numbering and tracking built in
- WhatsApp delivery option
A Bengaluru IT consulting firm generates and emails 40+ invoices per month with a single button click. Invoice number auto-increments, GST is calculated, and the client gets a PDF within seconds.
Who This Is For
- Freelancers and consultants
- Small manufacturers
- Event companies
- IT service providers
- Any B2B business issuing invoices
Live Dashboard
Auto-refreshing Google Sheet that shows your business in real-time
What's Included
- Summary sheet that pulls from all your data sheets
- Auto-refreshes every hour (or on trigger)
- KPI cards: revenue, orders, pending, overdue
- Shareable with team without exposing raw data
- Mobile-friendly with conditional formatting
A Bangalore apparel brand owner now opens one Sheet on his phone every morning to see yesterday's sales, top products, pending dispatches, and overdue payments — all pulled automatically from 4 different sheets.
Who This Is For
- Business owners who want one-screen clarity
- Ops teams managing multiple departments
- Managers presenting to founders
- Anyone drowning in multiple sheets
WhatsApp Alerts
Instant WhatsApp notifications for critical business events
What's Included
- Trigger WhatsApp messages from Google Apps Script
- Works with any condition: stock, payment, order status
- Group or individual message delivery
- Scheduled daily/weekly summaries to WhatsApp
- No third-party app required — uses Whapi.cloud or similar
A furniture manufacturer in Bommanahalli sends delivery status updates to drivers and customers via WhatsApp automatically when order status changes in their Google Sheet — no manual copying.
Who This Is For
- Businesses with field staff
- Delivery and logistics teams
- Stores with remote owners
- Any team that lives on WhatsApp
Why not just use Zoho or keep doing it manually?
Here's an honest comparison for Bangalore SMEs who've asked this exact question.
| Feature | SheetPilot | Zoho / Tally | Manual Excel |
|---|---|---|---|
| Setup cost | ₹4,999–₹24,999 one-time | ₹20,000+ setup + monthly | Manual every time |
| Monthly cost | ₹0 forever | ₹3,000–₹15,000/month | ₹0 but 3+ hrs/day labor |
| Team training | None — team uses same Sheet | 2–4 weeks minimum | None |
| Data migration | None needed | Weeks of work | None |
| Infrastructure | Google's free servers | Zoho cloud (paid) | Your laptop |
| Goes down if you don't pay | Never | Yes | Never |
| Customisation | Fully custom per business | Limited to their modules | Fully manual |
Not sure which service you need?
Book a free 30-minute call. We'll review your Sheet and tell you exactly what we'd automate — at no charge.
Book Free Audit on WhatsApp