Extensions

Google Sheets Sync

The records your AI product creates appear in a Google Sheet, and changes in the sheet can flow back to the product.

Plenty of teams still run their day from a spreadsheet, and asking them to log in somewhere new rarely works. This add-on copies the records your AI product creates, such as leads, calls, orders or outcomes, into a Google Sheet in an agreed layout. Chosen fields can flow back the other way, and the spreadsheet stays in your own Google account.

Puts AI records in a Google Sheet your team already uses
Reads agreed fields back so edits reach the product
Keeps the spreadsheet in your own Google account

$1,500 10–20 working days

Choose delivery and add to cart Ask an expert

Graph paper filling with green squares from a stack of cards, AI records flowing into a spreadsheet.

What it is

Google Sheets Sync connects an AI product you already run, or are buying now, to Google Sheets, so its records are copied to a sheet and agreed fields can be read back. Teams that live in spreadsheets see leads, calls, orders or outcomes without logging in elsewhere. Writes, updates and read-back are all tested before launch.

Why businesses buy it

If the people who act on your AI product's work never open its dashboard, the work goes unused. A spreadsheet is the tool they already trust for filtering, sharing and quick reports. Syncing records there means leads get called, orders get checked and outcomes get reviewed without retraining anyone. The written scope settles the layout, the direction of each field and how updates are tested, so the sheet does not turn into a fragile copy-paste job that breaks the first time someone renames a tab.

Problems this solves

Your team lives in spreadsheets but the product's records sit elsewhere

Google Sheets Sync copies the product's records, such as leads, calls, orders or outcomes, into a sheet. People can see them where they already work, without logging in to another tool.

Someone exports and pastes data into a sheet every week

Records are written and updated in the sheet automatically, so the weekly export routine can stop. Writes and updates are tested before launch and recorded in the test report.

Corrections made in the sheet never reach the product

Agreed fields can be read back from the sheet into the product. The updated documentation names which columns the product reads, so staff know which edits will flow back.

Scope card SKU UPM-A0016

Google Sheets Sync

Everything this build includes, written down before you pay. Choose how you want it, own the code or license it yearly, then the delivery speed and any add-ons.

$1,500 one-time build price

What is included

Channel: As per the parent product
Integrations: As described in the add-on
Knowledge: As per the parent product
Workflows: Syncs an existing product's records to and from Google Sheets
Languages: As per the parent product
Testing: Tested together with the parent product
Revisions: 1 round
Handoff: Written handover report
Support: 14 days after launch

A good fit if

Your team tracks work in Google Sheets and copies AI outcomes in by hand.

You want a simple list of leads, calls or requests that anyone can filter.

You keep reference data, such as prices or stock notes, in a sheet the product should read.

Your company uses Google Workspace and an admin can approve access.

Not the right fit if

You want spreadsheets cleaned, updated and analyzed automatically. AI Spreadsheet Automation is that product.

You need performance charts, not a raw list. Analytics Dashboard Add-on adds a dashboard.

You want a scheduled backup of the product's data. Offline Export and Backup adds scheduled export.

You need to load a CSV into the product regularly. CSV Import Pipeline adds a validated import route.

How it works

We agree the sheet layout. Columns, tabs and which records go where.
Directions are set. Records the product creates go to the sheet, and any fields read back from the sheet are listed.
Access is approved. Your Google Workspace admin grants consent within approved scopes for the chosen files.
Sync is tested. We run the parent product and check rows appear, update and read back correctly.
You review, one revision round follows, and the handoff note and a short written walkthrough complete it.

What you provide within 72 hours

Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.

The order reference of the product being synced
The Google Sheet, or permission for us to create one, and who should see it
Google Workspace admin consent, shared securely in the way we agree at intake
The columns you want and any fields the product should read back
One person who approves the layout

The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.

Timeline

Start Sheet, columns and directions agreed

Week 1 Layout confirmed with your team

Week 2 Sync built for the agreed records

Week 2 Rows written, updated and read back in tests

Week 2 Your review and one revision round

Go-live Sync live, handover report delivered

Delivery options, in working days (Monday to Friday) from completed intake. They can extend because of national or public holidays, technical issues outside our control (such as platform outages, third-party changes, account approvals or access delays), or natural disasters and other events beyond our control. If a delay happens, we tell you in writing with a new date.
Option	Delivery time	Price
Standard	10–20 working days	$1,500

What you receive at handover

A Google Sheet in your account that syncs with your existing product
Read-back set up for the agreed fields
Updated documentation showing which columns sync in each direction
A test report covering writes, updates and read-back
A handoff note and a short written walkthrough

Expected benefits and how to measure them

Can save the time spent exporting and pasting records each week
Helps staff who prefer spreadsheets follow activity without learning a new tool
Makes it easier to share up-to-date figures with colleagues

Time spent on exports: Ask whoever builds the spreadsheet to note their weekly time before launch and again a month after.
Sheet accuracy: Compare a sample of rows in the sheet with the product's own records each week and count differences.
Read-back corrections: Count edits made in the sheet that correctly appear in the product over the first month.

Before you start: Record how your team currently gets the product's data into spreadsheets and how long it takes each week.

These are things to track, not promised results. Outcomes depend on your data, your team and your market.

Running costs

Google Sheets is part of your Google Workspace plan, paid to Google. Sync adds little or no AI model usage, and any that occurs is billed to your own accounts. We charge once for the add-on.

Ask about running costs

Custom requirements

Several spreadsheets, complex formulas the sync must respect, or very large volumes are beyond this add-on. Note them at checkout and you get a written Change Quote. Larger or bespoke projects go through the Custom AI request form instead.

Request a custom version

Keep it running

The sync is covered by the parent product's maintenance, which grows in line with the add-on's price. New columns or a renamed tab are fixed from its monthly change hours.

Adds $75/mo to maintenance

Covered by the main product's maintenance, which grows by this amount.

How maintenance works

How this compares

	Do it yourself with a SaaS tool	Hire a custom agency	Upmark Labs
Price	A sync tool bills monthly by rows or tasks	An agency quotes a data connector	Ours is one fixed price, shown before you buy
Layout	You map columns yourself	Agreed during the project	Ours is agreed with your team first
Direction	Often one way only	Depends on the brief	Ours can write to and read from the sheet
Testing	Left to you	Set per project	Ours tests writes, updates and read-back

Questions about this product

Does Google Sheets Sync work both ways?

It can. Records the product creates are written to the sheet, and the fields you list can be read back, such as a status your team updates or a price list the product uses. You choose the directions at intake, and the tests check both ways before launch.

What happens if someone renames a column in the sheet?

The sync may stop matching that column. During handover we show which columns the sync depends on and suggest protecting them. If a change breaks it after launch, the fix is handled from the change hours of the parent product's maintenance, or as a defect within the 14 days of support.

Can the sync use more than one spreadsheet?

One spreadsheet is the normal scope, which can hold several tabs for different record types. Several separate spreadsheets, for example one per branch, go through a Change Quote. Note it at checkout and a written quote arrives before any work starts.

Does Google Sheets Sync launch on the same date as the product?

Yes. The sync is tested together with its parent product and follows the delivery speed chosen for it, so both go live on the same date. Faster speeds are available for the product, each with a fixed price and date shown before you pay. Share the target spreadsheet during intake to keep testing on schedule.

Is a Google Sheet safe for customer data?

That depends on who can open it. The sheet stays in your Google Workspace, under your sharing settings, and we only write the columns you agree. Keep sensitive fields out of the layout if the sheet is shared widely, and ask your admin to restrict access.

Do I need Google Workspace, or will a personal account do?

A Google Workspace account is the intended setup, because an admin can approve access within set scopes and the files stay under company control. If you only have a personal Google account, tell us at intake and we confirm whether it can work before building.