Google Sheets
Work with the Sheet
Help customers understand inputs, complete check-ins, and move through the workflow.
Your branded agent for any Google Sheets™ template.
Turn your know-how into a guided experience. Our add-on equips your Sheet with connected bank accounts, scheduled workflows, and in-app appointment booking.
Beyond the template
A template gives customers a tool. An agent helps them use it.
Package the setup, questions, check-ins, and next steps you already explain so every customer can follow the same proven process.
How it works
Create an operating system for your customers.
- 01
Bring your Sheet
Start with the Google Sheet your customers already use.
- 02
Add your know-how
We turn your instructions, questions, and boundaries into a playbook the agent can follow.
- 03
Equip your agent
Choose the tools the workflow needs, from account connections to reminders and scheduling.
- 04
Guide every customer
Help each customer complete the workflow and leave with a clear next action.
What your agent can do
Give the agent the tools your workflow needs.
Tools are selected and approved for each Guided Sheet.
Connected data
Connect accounts
Use tools such as Plaid when the product needs permissioned financial data.
Follow-through
Send reminders
Add approved notifications that bring customers back to the next step.
Human support
Book appointments
Let the agent route the right moment to a conversation with you.
A Guided Sheet in action
Meet Penny Financial Planner.
Penny pairs a money-management Sheet with a weekly routine and an agent that helps users decide what to do next.
Explore the Penny example
The weekly routine
One check-in. One clear next action.
- 01Review what changed
- 02Correct the picture
- 03Inspect one progress measure
- 04Choose one next action
Branded agent
Penny Financial Planner
Penny stays available when the user returns and helps make the next decision clear.
Penny is one product built with Financial Assistant. Screens show fictional sample data.
Build recurring revenue
Turn every download into an ongoing customer relationship.
Keep Gumroad, Payhip, Etsy, your course, or your own checkout. Add guided workflows, follow-ups, and appointments that keep customers engaged after delivery.
Sell Deliver Guide Re-engage
Learn from every customer
See how customers move through your workflow.
- 01
View customer details and progress in one place.
- 02
See check-ins, completed steps, and where people get stuck.
- 03
Use journey insights to improve your product and follow-up.
Common questions
What to know before you start.
What is a Guided Sheet?
A Google Sheet paired with your know-how, a branded agent, and the approved tools needed to guide a repeatable customer workflow.
Do I need to change where I sell my template?
No. Keep Gumroad, Payhip, Etsy, your course, or your own checkout. Financial Assistant improves what happens after delivery.
Can I create one immediately?
Not through a public self-serve builder yet. Share your Sheet and workflow so we can review the right first implementation with you.
Your Sheet. Your know-how. Your agent.