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Add a row with the caller’s details, question and time of contact.
Give your team one clear list of incoming requests. Your assistant can add the agreed caller details and outcome to a Google Sheet, ready for a colleague to follow up.
Plan your integrationYour assistant. Your software.
Add a row with the caller’s details, question and time of contact.

Capture the preferred contact time and the next action for your team.

Use a structured range as a source for selected business information.
Choose the spreadsheet, worksheet and columns. We check sharing permissions and test new rows, missing values and retries without overwriting existing team notes.
About the Google Sheets integration.