Managers

Managers uses Sheet Director for managing the data between Google Sheets and their favorite applications like Google Calendar, Accounting apps, etc.. Let us see how all ways Google Sheets can be used by Managers.

Operations Manager

Create Calendar events

Consider you are the manager of your company. You handle all the day to day operations of your company. You have some data in your Google Sheet. Now with the help of the data you need to create a Calendar event in Google Calendar. In this case you can use Sheet Director to create a calendar event from the data available in Spreadsheet.

How Sheet Director is used here:

  • You need to configure the Google Calendar with Sheet Director.

  • A Google Calendar "Post Events" service is created with the required details.

  • The mapping is done with the sheet fields & app fields.

  • An email template is configured with all the necessary details.

  • Once the Google Calendar service is executed an event will be created in Google Calendar.

Invoice

Imagine that you are the company's manager. Using the information you have in a Google Sheet, you must construct an invoice in the QuickBooks app. In this instance, you can use Sheet Director to make an invoice using the data from the Spreadsheet.

How Sheet Director is used here:

  • You need to configure the QuickBooks app with Sheet Director.

  • A QuickBooks "Post" service is created with the required details.

  • The mapping is done with the sheet fields & app fields.

  • An email template is configured with all the necessary details.

  • Once the QuickBooks service is executed an invoice will be created in QuickBooks app.

Inventory Manager

Inventory Management

Consider you are the Manager of a company that sells goods to people on ordering. Your company sells more than 100s of products to the world market. Your company uses Cin7 app for stock management. Now you need to find out how many products has been sold by your company for the past one month. In this case you can use Sheet Director to find the details of product sold in one month.

How Sheet Director is used here:

  • You need to configure the Cin7 app with Sheet Director.

  • A Cin7 "Query" service is created with the required details.

  • The required start date & end date is mentioned.

  • An email template is configured with all the necessary details.

  • Once the Cin7 service is executed all the details will be saved in a Google sheet.