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IntegrationsDocuments, files and e-signature

AI for Google Sheets that knows the rest of your business

Google Sheets holds your files, sheets and signatures. Liaison connects to it with access you grant and reads the documents, spreadsheets and contracts the business runs on, and drafts, fills, files and sends them for signature.

Because it reads Google Sheets together with your inbox, your CRM and your books, an answer about your files, sheets and signatures comes with the rest of the picture. You keep Google Sheets; nothing is replaced or re-entered.

What Liaison does with Google Sheets

  • Drafts proposals and contracts from your own templates and sends them for signature.
  • Keeps the weekly report sheet filled from the systems the numbers come from.
  • Files documents where your team expects them, named the way you name them.
  • Reads a contract and tells you the dates, amounts and obligations that matter.

Questions it answers across Google Sheets and your other tools

  • “Which contracts renew in the next 60 days, and on what terms?”
  • “Which proposals went out this month, and which were signed?”
  • “Where is the latest version of the price list, and does it match the quotes?”
  • “What does the weekly report spreadsheet say this week, and what changed?”

What it reads in Google Sheets

11 kinds of Google Sheets data Liaison can read on its own, every time it answers a question or does a job.

  • Find RowFind one or more rows by a column and value
  • Find RowsSearch for rows matching a value in a specific column
  • Get CellFetch the contents of a specific cell in a spreadsheet
  • Get Cell Formatting
  • Get Current User
  • Get Spreadsheet by ID
  • Get Spreadsheet InfoGet the structure of a Google Spreadsheet, worksheet names, column headers (first row of each sheet), and row counts
  • Get Values in RangeGet all values or values from a range of cells using A1 notation
  • List Spreadsheets
  • List WorksheetsGet a list of all worksheets in a spreadsheet
  • Read RowsRead rows from a Google Sheets worksheet

What it can do in Google Sheets

32 actions Liaison can take in Google Sheets. It does the ones you have approved, in your voice; anything that moves money waits for your yes.

  • Add Conditional Format RuleCreate conditional formatting with color scales or custom formulas
  • Add Conditional Formatting
  • Add Multiple RowsAppend multiple rows to a Google Sheet in one call
  • Add Protected RangeAdd edit protection to cell range with permissions
  • Add RowsAppend one or more rows to a Google Sheets worksheet
  • Add Single RowAdd a single row to a Google Sheet
  • Add WorksheetAdd a new worksheet (tab) to an existing spreadsheet
  • Clear CellDelete the content of a specific cell in a spreadsheet
  • Clear RowsDelete the content of a row or rows in a spreadsheet
  • Copy WorksheetCopy an existing worksheet to another Google Sheets file
  • Create ColumnCreate a new column in a spreadsheet
  • Create SpreadsheetCreate a blank spreadsheet or duplicate an existing spreadsheet
  • Create WorksheetCreate a blank worksheet with a title
  • Delete Conditional Format RuleRemove conditional formatting rule by index
  • Delete RowsDeletes the specified rows from a spreadsheet
  • Delete WorksheetDelete a specific worksheet
  • Format Cells
  • Format Worksheet
  • Insert an Anchored NoteInsert a note on a spreadsheet cell
  • Insert CommentInsert a comment into a spreadsheet
  • Insert DimensionInsert a dimension into a spreadsheet
  • Merge CellsMerge a range of cells into a single cell
  • Move DimensionMove a dimension in a spreadsheet
  • New SpreadsheetCreate a new Google Spreadsheet with an optional worksheet name and column headers
  • Set Data ValidationAdd data validation rules to cells (dropdowns, checkboxes, date/number validation)
  • Update CellUpdate a cell in a spreadsheet
  • Update Conditional Format RuleModify existing conditional formatting rule
  • Update FormattingUpdate the formatting of a cell in a spreadsheet
  • Update Multiple RowsOverwrite a contiguous block of cells in a Google Sheet, defined by an A1 range
  • Update RowOverwrite cells in an existing row of a Google Sheet
  • Update RowsUpdate specific rows in a Google Sheets worksheet
  • Upsert RowUpsert a row of data in a Google Sheet

Works alongside Google Sheets

The tools Liaison most often reads together with Google Sheets.

Liaison Professional · $629 a month

Liaison in Google Sheets, set up with you, for $629 a month.

  • Connects to Google Sheets with access you grant and reads it with the rest of your business; nothing is replaced or re-entered.
  • Does the routine work in your voice, from your own inbox, calendar and number; each kind of work is approved once.
  • Answers a question about Google Sheets with the rest of the picture: the customer, the invoice, the thread, the calendar.

On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.

“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner

$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.

The Gmail inbox inside Liaison, each thread tagged with what was done: Mike Fairview’s invoice thread has a reply drafted, Dana’s Thursday is rebooked and confirmed, North Ridge’s renewal is filed to the account.

Questions

Does Liaison replace Google Sheets?

No. You keep Google Sheets exactly as it is. Liaison connects to it, reads it together with your inbox, your CRM and your books, and does the work in it the way a person on your team would.

How does Liaison connect to Google Sheets?

With access you grant from your own Google Sheets account, and can revoke at any time. Where a tool offers no way in from outside, Liaison works it on its own computer, the way a person would.

Can Liaison act in Google Sheets without asking?

It does the routine work you have approved, in your voice. Anything that moves money, such as a payment, a refund or a transfer, always waits for your yes.

What does it cost?

Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.

See it on your own business.

Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.

Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.