Business Owners
What is Google Sheets?
Google Sheets is a web-based application that enables users to create, update and modify spreadsheets and share the data online in real time. Google Sheets is typically used for spreadsheet collaboration across different geographic locations. Multiple users can modify a Google Sheets document in real time, with changes tracked for each individual user.
How Sheet Director is used in Business?
Business owners uses Sheet Director for managing the data between Google Sheets and their favorite applications like Google Calendar, CRM apps, etc. Here we will see how all ways Sheet Director can be used by business people.
List Appointment/ Meeting details
Consider that you are in control of your company's sales division. Typically, your clients will set up appointments with you in Google Calendar. You now require information about the meetings that are scheduled for a specific week. You could use Sheet Director in this situation to obtain the details of the meetings scheduled for the given week in a Google Sheet.
How Sheet Director is used here:
You need to configure the Google Calendar with Sheet Director.
A Google Calendar "Get Event" service is created with the required details.
The start data & the end date should be mentioned.
An email template is configured with all the necessary details.
Once the Google Calendar service is executed all the scheduled meetings for the selected week will be listed in Google Sheet.
Apps used:
Employee Time tracking
Think of yourself as the business's owner. Approximately 15 people work with your company. Your staff members are compelled to work remotely due to the pandemic crisis. You must now monitor your employees' activity when they are on the clock. As a result, you monitor your employees' activity using Clockify. The necessary data may be extracted from Clockify and presented in a Google Sheet using Sheet Director in this case.
How Sheet Director is used here:
You need to configure the Clockify app with Sheet Director.
A Clockify "query" service is created and scheduled/ executed immediately.
An email template is configured with all the necessary details.
Once the service is executed you will get the employee activities from Clockify in a Google Sheet via email at the scheduled time intervals.
Apps used:
Manage Tickets
Consider you are managing the support team of your company which has around 20 employees. As it is a small team all the employees will handle the customers. Your company uses Freshdesk for managing the tickets. At the end of the day you need a tracker to find the ticket details that are resolved and not resolved. Here you can use Sheet Director to automate this process.
How Sheet Director is used here:
You need to configure the Freshdesk app with Sheet Director.
A Freshdesk "query" service is created and scheduled/ executed.
An email template is configured with all the necessary details.
Once the service is executed the ticket details from Freshdesk will be presented in a Google Sheet via email at the scheduled time.
Apps used:
Get Bulk Leads
Consider that your CRM account contains a large number of leads. For your official purpose, you now require all of your CRM application data on a single spreadsheet. On this situation, Sheet Director can be used to extract all of your data from CRM software and present it in a spreadsheet.
How Sheet Director is used here:
You need to configure the CRM application with Sheet Director.
A "post" service is created in Sheet Director and scheduled/ executed.
An email template is configured with all the necessary details.
Once the service is executed Leads from the CRM applications will be posted in the selected Google Sheet.