The Sheet stays visible
The customer works in a visible, editable Google Sheet.
Clear product boundaries
Know how your Guided Sheet works.
Every implementation defines the agent's instructions, tools, permissions, and stopping points.
The control model
Control is part of the product.
You define the know-how
Your instructions, questions, process, and boundaries shape the playbook the agent follows.
Tools require approval
Account connections, reminders, scheduling, and other tools are selected for each implementation.
Boundaries remain clear
The agent guides an approved workflow; it does not guarantee a financial result or replace a qualified professional.
Before launch
Scope the workflow before the agent uses it.
We review what the agent needs, what each tool can do, and where a person should remain involved.
- 01
What information does the workflow need?
- 02
What can the agent read or update?
- 03
Which notifications or tools are allowed?
- 04
When should the agent hand off to a person?
Legal utilities
Review the published policies or ask about a specific workflow.
Read our Privacy Policy and Terms of Service, or contact Support with an implementation-specific question.