Patricia works your Google Sheets.
Ask her in Slack. She reads the sheet, updates the rows, and builds the summary, but clearing or deleting data waits for your yes.
@Pati how's Fernbrook pacing against budget this month in the tracker?
Read the pacing sheet. Fernbrook is running a little hot:
- Spent $18,400 of the $24,000 monthly budget with 9 days left
- At the current daily rate you land around $26,600, roughly 11% over
- Paid search is the driver, up 22% week over week
- Want me to add a projected-overspend column and flag the sheet so it stands out?
Yes, add the column and highlight anything over budget.
Done. New projected-overspend column is in, and every client over budget is highlighted, Fernbrook included. I left the raw numbers untouched, only added on top.
Patricia + Google Sheets
What she does in Google Sheets.
Real actions she takes on your say-so, not a list of API endpoints.
Read the sheet and answer
She pulls the exact ranges, looks up the row, and comes back with the number and what it means, instead of you scanning columns on a Friday.
Keep trackers current
She appends new rows, updates values, and fills a tracker from the latest data, so pacing and status sheets are never a week behind.
Do the math across the data
She aggregates a column against a filter, sums what matches, and works out the projection, so you get the answer, not a formula to write.
Build the report sheet
New spreadsheets and sheets, charts, and clean formatting, structured the way your team already reports to clients.
Make the numbers readable
Conditional highlighting, filters, dropdowns, and formatting, so what is over budget or off track jumps out of the sheet instead of hiding in it.
Change data carefully
Find-and-replace and edits happen on their own, but clearing a range or deleting a sheet always waits for your explicit yes.
Say it like you'd say it
Things to ask her on day one.
How is Fernbrook pacing against budget in the tracker?
Add this week's numbers to the Northwind reporting sheet
Total the closed-won deals by client and give me the top three
Build a clean report sheet from the Fernbrook pacing data with a chart
Highlight every client that is over budget this month
Better together
Google Sheets is one hand. Give her the other.
Patricia's value compounds when the whole workflow lives with her, not just one tool.
Google Sheets + Slack
Where you ask, and where the answer lands. The number you need reaches the channel that needs it.
Popular pairings
Google Sheets, paired.
See what Google Sheets unlocks alongside the other tools your agency runs, each on its own page.
Setup
Google Sheets, connected in minutes.
Add Patricia to Slack
She joins your workspace like any teammate. Two minutes, no engineering.
Today at 9:00 AM
Connect Google Sheets
One OAuth click. She gets only the access you approve, and you can disconnect her anytime.
Google Sheets connected
Ask
Mention @Pati with the job. Reading and updating run on their own; clearing or deleting waits for your yes.
@Pati How is Fernbrook pacing against budget in the tracker?
On it.
FAQ
Google Sheets questions, answered.
What can Patricia actually do in Google Sheets?
She reads and writes ranges, appends and looks up rows, aggregates data, creates spreadsheets and sheets, builds charts, and applies formatting, filters, and validation. More than 40 distinct actions. In practice: she reads your numbers, keeps trackers current, and builds the report.
Does she act without asking?
Reading, appending, and updating, yes, that is the point. Anything that removes data, like clearing a range or deleting a sheet, waits for your explicit approval in Slack.
What access does she need?
She connects through Google's official OAuth flow with the scopes you approve, the same way other approved tools do, and only sees the spreadsheets you connect. Disconnecting takes one click.
We keep a separate set of sheets per client. Does that work?
Yes, that is the setup she expects at an agency. Add the sheets you want her in and each client's data stays walled off from the rest.
What does the Google Sheets integration cost?
Nothing extra. Every integration is included, on every plan.
One of 1,000+ integrations. Browse the full directory
Everybody deserves a Patricia.
She handles the mess. You keep the clients. See what changes in your first week.
Pick a time that works for you. You get a live walkthrough of Patricia on real agency work, and every question answered.