AI-Agents for IT Services working with Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Check Quote Prices

Check quoted service rates against the approved price sheet.

Keep customer quotes aligned with your current rate sheet, and give sellers clear price corrections when a quote needs work.

Works with9 tools
Refresh Sales Lead Sheet

Update prospects' roles before service sales follow-up.

Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.

Works with9 tools
Add Qualified Contacts

Add qualified client contacts to outreach and flag duplicate entries.

Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.

Works with11 tools
Build Sales Lead Lists

Find companies in target territories with checked IT buyer contacts.

Get a sourced list of prospects for the markets your team wants to reach, with fit notes in your spreadsheet for outreach decisions.

Works with11 tools
Export Sprint Report

Turn client project sprint issues into a weekly progress sheet.

Your Jira sprint report lands in an Excel workbook every Friday, with progress totals, blocker links, and issue rows you can filter.

Works with13 tools
Upload Qualified Leads

Keep duplicate contacts off the IT services prospect list.

Your sales team gets a shared lead list with qualified new contacts. Your campaign team gets row numbers and reasons for every row left out.

Works with9 tools
Build Territory Lead List

Research local companies for IT service sales outreach.

Get a territory sales lead list with fit evidence and a suggested buyer. Your current customer list helps keep existing accounts out.

Works with8 tools
Shortlist Sales Prospects

Find technology buyers at companies that match the service territory.

Get new sales prospects in your sheet each weekday, with profile links and notes that explain why they fit your chosen criteria.

Works with7 tools
Build Prospect Lists

Gather IT service prospects from LinkedIn into a reviewable list.

Get a prospect list in your spreadsheet, with profile details in consistent columns and clear flags for profiles that need review.

Works with8 tools
Build Prospect Lists

Build weekly lists of nearby businesses for IT service outreach.

Get a weekly prospect list in your shared sheet, with duplicate listings removed and any shortfall against your requested count clearly shown.

Works with9 tools
Build Qualified Lead Lists

Find businesses that fit the firm's service market and exclude current clients.

Get a prospecting list with qualified contacts, source links, and a clear account of duplicates or gaps.

Works with9 tools
Build Sales Lead Lists

Find local companies that fit an IT sales team's target segment.

Get a sales lead list for your chosen industry and area, with source links and published contact details for businesses that fit.

Works with10 tools
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