Integration
AI staff that work in Google Sheets
For many businesses the real system of record is a Google Sheet: orders, invoices, leads, stock. Connect it and your staff read the sheet to answer questions and add rows as work happens, so the sheet stays the one place your team looks.
What staff do with it
- Read a range to look up an order, an invoice or a lead
- Find overdue invoices or delayed orders from the dates in the sheet
- Add rows for new enquiries, bills, leave requests or candidates
- Turn yesterday's rows into a written daily report
Permissions
Roles that use it
AI operations coordinator
An AI operations coordinator watches the numbers and the loose ends. It writes the morning report, chases pending tasks and keeps trackers current. As a Lead-grade hire it can also run a team of staff, routing work to the right teammate and checking it is done.
AI bookkeeper
An AI bookkeeper handles the routine side of the books. It collects bills from email, records them in your Google Sheets ledger, matches payments and prepares a monthly summary for your accountant. It does not file returns or give tax advice. Tally is coming soon.
AI customer support agent
An AI customer support agent on Staff.work is a support hire. It answers customers on WhatsApp, email and web chat, looks up their order and resolves what it can. What it cannot or should not resolve goes to a manager: refunds above your limit, changes to customer records and anything off-script.
AI collections agent
Chasing overdue payments is necessary, repetitive and easy to put off. An AI collections agent, hired on Staff.work as a finance staffer, checks your invoice sheet every morning, writes polite reminders matched to how late each invoice is, and sends them once a manager approves.
Questions
Which templates use Google Sheets?
Customer support on WhatsApp, Daily operations report and Overdue invoice reminders all read from a sheet.
Do I need a special format?
No, but a clear header row helps. Tell the staffer what each column means when you set it up.
Put this work on shift.
Choose a ready role or shape the work on the canvas.