Nine types of automation built for product-based Bangalore businesses. Mix and match — every implementation is tailored to your exact workflow.
A clean, branded email every morning — with everything your team needs to start the day.
"Before SheetPilot, our ops manager spent 2 hours every morning copying data from three sheets into a WhatsApp message. Now that same summary lands in everyone's inbox at 8:55 AM automatically. We've reclaimed 40+ hours per month."
The moment any SKU drops below your configured threshold — an alert fires automatically to the right person.
"We had stock-outs twice in Q4 last year that cost us ₹3L+ in lost orders. Since SheetPilot, our purchase head gets a WhatsApp alert the moment any SKU hits reorder level. We haven't had a single stock-out in 4 months."
Escalating reminders that run automatically — from gentle nudge to urgent owner alert — without you lifting a finger.
"Our distributor business had ₹4.2L in outstanding receivables that nobody was following up on consistently. In Month 1 after SheetPilot, our collection rate improved by 34% — the automated reminders do the uncomfortable follow-ups so our sales team doesn't have to."
When any order status changes in your sheet, the right person gets notified instantly — no manual message forwarding.
Your team updates the Status column in your Orders sheet from "Packed" to "Dispatched" → SheetPilot fires an alert to the customer with dispatch details → Updates the Dispatch Log sheet automatically → Includes the order in the end-of-day dispatch summary sent to management.
Auto-generated management summaries with period-over-period comparisons — emailed to your leadership team on a schedule.
The owner gets the full MIS with financials. The sales head gets SKU and customer analysis. The ops manager gets inventory and dispatch performance. Same underlying data — role-specific views for each recipient.
Order data in your sheet automatically generates a formatted PDF invoice and emails it to the customer — no manual work.
Your team marks order #1045 as "Dispatched" in your Orders sheet → SheetPilot reads the order details → Generates INV-2025-1045.pdf with your branding → Emails it to customer@email.com with a dispatch note → Saves the PDF to Google Drive/Invoices/April-2025/.
Critical alerts sent directly to the right person's WhatsApp — because some things can't wait for email.
🚨 *SheetPilot Alert*
*ZERO STOCK — SKU-089 Lehenga Blouse*
Current stock: 0 units
Last sale: 2 hrs ago
Action required: Place emergency reorder.
_SheetPilot · yourcompany.com_
Field teams, warehouse staff, and shop floor workers submit data from their phone — it flows directly into your Sheet and triggers automation.
A sales rep visits a retailer and fills a Google Form on their phone (retailer name, order items, quantities, delivery date). The form submission flows into the Orders sheet, triggers an order confirmation to the retailer, and adds the order to the next morning's dispatch list — all automatically.
| Criteria | SheetPilot | Zoho / Odoo | Custom Developer |
|---|---|---|---|
| Monthly cost | ₹0 (one-time setup) | ₹5,000–₹15,000/month | ₹0–₹5,000/month hosting |
| Data migration required | None | Full migration needed | Depends on project |
| Team training needed | None | 2–6 weeks | Some |
| Go-live time | 5 business days | 2–6 months | 4–12 weeks |
| Works with existing Sheets | Yes | No | Sometimes |
| Data stays in your account | Always | Stored externally | External server |
| SME-specific domain knowledge | Built for SMEs | Generic ERP | Varies by dev |