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Documents & ProductivityProject connection

Google Sheets + SUITE AI

Turn shared spreadsheets into structured records your team can act on—enquiries, costing and follow-ups.

What you could do

  • 01

    Capture enquiries as records

    Each enquiry lands as one structured row with the same columns.

  • 02

    Reduce repeated data entry

    Details typed once in a form flow on to the sheets that need them.

  • 03

    Prepare costing information

    Apply your approved rates to enquiry details ahead of a quotation.

  • 04

    Highlight follow-ups

    Flag records with missing details or no response after a set time.

Existing example

Selected ACME workflows use Google Forms, Sheets and Apps Script to capture enquiries, keep them in a shared sheet and support scheduling.

Example workflow

Illustrative workflow · sample data
  1. 1 · Input
    New form response
    Office repaint · 3 roomsArea · 1,450 sq ftSite visit date · missing
  2. 2 · SUITE AI assistanceRow structured, rate applied
    • Rate · Repaint (sheet)₹120/sq ft
    • Estimate (formula)₹1,74,000
    • Flag · ask for visit date
  3. 3 · Human reviewTeam checks the costing
    EditApprove
  4. 4 · OutputRow ready for quotation
    Costing approvedFollow-up · visit date

Sheet formulas do the arithmetic. AI assistance helps structure entries and spot missing details.

How the connection works

Information needed
The sheet, its tabs and columns, your rate table and who should have access.
What it reads
Form responses and the approved rates kept in the sheet.
What it could create or update
New rows, status columns and follow-up flags.
Needs human approval
Changing approved rates, finalising costings and anything sent to a customer.
Connection methods
  • Google Apps ScriptUsed in projectsScripts attached to the sheet and form, running inside Google Workspace.
  • Direct APITo assessGoogle Sheets API, for a separate app that reads or writes rows.
  • Automation connectorTo assessA tool such as Zapier triggering on new or changed rows.
  • File import / exportOptionCSV or XLSX files moved between systems by your team.

These methods differ in setup, reliability and access. We recommend one per workflow.

Availability

Project connection

Built per sheet and per workflow, not as a general sync. Apps Script runs within Google’s usage quotas, so high-volume workflows need assessing first.

Related tools

Let’s build around the tools you use.

Discuss your workflow