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Workflows

Build processes with your team

Automations

Connect files and automate tasks

One system, four parts

AI agents

Virtual Employees that work 24/7

Automations

Connect files and automate tasks

Workflows

Build processes with your team

Data Space

Trusted data sharing and control

Solutions by department

Finance

Reports, budgets, and reconciliations

Inventory and manufacturing

Stock, orders, and production in one view

HR

Timesheets, attendance, and reviews

Project management

Status and workload across projects

Sales and CRM

Leads and deals kept up to date

Education

Student records and school data

Finance

Turn manual finance work into reports that update themselves.

What Finance teams automate

  • Track payables and receivables
  • Build cash flow statements
  • Compare budget against actuals

Inventory and manufacturing

See stock levels and automate ordering.

What inventory and manufacturing teams automate

  • Track inventory across multiple sites
  • Connect sales, purchasing, and warehouse data
  • Link a barcode scanner to your sheet

HR

Run recruitment, attendance, and OKR tracking from your sheets.

What HR teams automate

  • Track recruitment and onboarding
  • Record team OKRs and results
  • Track check-ins, check-outs, and leave

Project management

Assign tasks and track hours without manual updates.

What project teams automate

  • Assign tasks and track status changes
  • Estimate effort and log hours worked
  • Track milestones across projects

Sales and CRM

Track leads and sales performance with automated reports.

What sales teams automate

  • Track and convert leads
  • Set sales goals and track team metrics
  • Monitor sales KPIs on dashboards

Education

Automate attendance, grades, and school purchasing.

What schools automate

  • Track attendance and notify parents
  • Record and compare class grades
  • Track inventory lent to students and staff

Find a use case

By department

How each team uses Sheetgo

By industry

How each industry uses Sheetgo

By company size

Small, medium-sized, or large

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How Sheetgo compares with other tools

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How we protect your data

Trust center

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Sign in to

Workflows

Build processes with your team

Automations

Connect files and automate tasks

One system, four parts

AI agents

Virtual Employees that work 24/7

Automations

Connect files and automate tasks

Workflows

Build processes with your team

Data Space

Trusted data sharing and control

Solutions by department

Finance

Reports, budgets, and reconciliations

Inventory and manufacturing

Stock, orders, and production in one view

HR

Timesheets, attendance, and reviews

Project management

Status and workload across projects

Sales and CRM

Leads and deals kept up to date

Education

Student records and school data

Find a use case

By department

How each team uses Sheetgo

By industry

How each industry uses Sheetgo

By company size

Small, medium-sized, or large

Get started

Templates

Ready-made workflows to start from

Learn

Blog

Guides and product news

Customer stories

How teams like yours use Sheetgo

Help center

Guides and answers

Why Sheetgo

Compare

How Sheetgo compares with other tools

Security

How we protect your data

Trust center

Our compliance details

Help center

Guides and answers

Contact support

Write to our team

Workflows

Build processes with your team

Automations

Connect files and automate tasks

Author

Bikash Lalani

An Inventory & Invoicing Expert at SheetGo, developing smart, automated solutions for small businesses, specializing in inventory management, invoicing, and credit control. Extensive experience in helping SMEs enhance their operations by identifying key business metrics and assisting in their improvement.

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