CentrusGoogle Sheets

documents · read and write

The Sheet your team shares. Filled from live jobs.

Centrus integrates with Google Sheets for UK field service businesses. The Sheets your team shares, filled from live jobs and kept current from site.

Book a demoWhat it covers

start with these

The tracker everyone shares is only as current as the last person who updated it.

Ask the remedials tracker in Teams what is still waiting and get the rows back. Ask for last month's jobs and Centrus writes them into a new Sheet in your Drive. Engineers mark a row done from site with a voice note, and on the 1st an agent adds the new month's tab.

  1. 01

    Ask the shared tracker

    Ask the tracker in Teams. The rows still waiting come back from the live Sheet, then go amber.

    Works with Google Sheets, Teams

  2. 02

    A month's jobs, in a Sheet

    Ask once in chat. The jobs are read from your job system and written into a new Sheet in your Drive.

    Works with Google Sheets, BigChange, Joblogic, Simpro

  3. 03

    The tracker updated from site

    One voice note from site marks the row done. The engineer hears what is still open there.

    Works with Google Sheets, WhatsApp

  4. 04

    A new month's tab, ready to work from

    On the 1st an agent adds the month's tab. The visits due go in, with last month's leftovers marked overdue.

    Works with Google Sheets, BigChange, Joblogic, Simpro
01 / 04

more with Google Sheets

setup

Trackers filled from the job system

Each person connects their own Google account. Docs is a separate card, and connecting either one lets Centrus save chat files to Drive.

01

Connect Google Sheets

Each person clicks Connect on the Google Sheets card and signs in with Google. Chat then works on the Sheets in that person's Drive. If Google Workspace blocks new apps, an administrator allows Centrus once.

How to connect

02

Ask a Sheet first

Ask about a Sheet the team already keeps, then ask for a new one from last month's jobs. Check the first few so the tab names and columns match what you share today.

What you can ask

03

Send the weekly list

For the list that goes out every Monday, describe it in Agent Builder with the job system and Gmail connected. Add an approval step if a client will see it.

Steps an agent can use

what it covers

What Centrus can read and change in Google Sheets

Chat has 10 Sheets tools, on the web, WhatsApp and Teams. Agent Builder has a Google Sheets step with 10 actions, so the last column shows where each one runs.

connects through
Your Google Workspace sign-in
reads and writes
Spreadsheets, tabs, ranges, rows and formats
files land in
Google Drive, as native Sheets
where people ask
Web, WhatsApp and Teams

  • Spreadsheets

    ask

    List the Sheets in that person's Drive and open one

    change

    Create a spreadsheet in their Drive

    runs from

    Chat and agents

  • Tabs

    ask

    See every tab and its size

    change

    Add a tab to a spreadsheet you already have

    runs from

    Chat

  • Ranges

    ask

    Read a range such as Open!A1:G40

    change

    Overwrite a range, formulas included

    runs from

    Chat and agents

  • Rows

    ask

    Read a tab as rows

    change

    Append rows under the last one

    runs from

    Chat and agents

  • Formatting

    ask

    Not asked in chat

    change

    Fill colour, bold, italic and font size on any range

    runs from

    Chat

  • Batch changes

    ask

    Not asked in chat

    change

    Borders, merged cells and conditional formatting in one pass

    runs from

    Chat

Plus files saved to Drive

With Sheets connected, any file Centrus builds in the chat, such as a PDF report or an .xlsx, can be saved into a Drive folder you name, for example Clients/Northgate/2026. Missing folders are created.

See how chat and agents work in Centrus
previous integrationExcelThe workbooks your office builds by hand, written from live jobs and sent on a schedule.next integrationGoogle DocsAsk for the RAMS or the letter, and get a real Google Doc back in Drive.

questions

Google Sheets questions

It fills Google Sheets from your job system and answers from the ones you already keep. Ask for last month's completed jobs and Centrus creates the spreadsheet in Drive, writes the rows and formats the headers. Ask about the remedials tracker and it reads the tab and tells you what is still open.

It does the same jobs for Google Workspace. Files are native Sheets in Drive, so the link you share is the live file and nobody downloads a copy. Agent Builder has a Google Sheets step too, so a scheduled agent can write the list straight into the Sheet.

Your team does. New Sheets sit in the signed-in person's Drive, and nothing reaches a client until someone shares the link or sends it. Ask Centrus to show the rows before it writes them. Agents that email a client can wait for a named person to approve first.

That AI only sees what lives inside Google Sheets. It does not see your job system, your inbox, your client portals or anything else running the business day to day. Centrus sits across everything you use, so it is not limited by what one vendor decided to build.

No. Sheets stays where the team keeps its trackers and lists. Centrus reads them and writes into them, so the file is a normal Google Sheet in Drive, shared the same way and with the same version history.

Yes. It lists the Sheets in your Drive, reads a tab or range, updates the cells it read and appends rows underneath. That suits a remedials tracker, a PPM tab or a rate card the office keeps up to date.

Yes. Agent Builder has a Google Sheets step with 10 actions: find or create a spreadsheet, read a tab as rows or a range, append rows, update a range, and add a tab. A scheduled agent reads the job system and writes the list into the Sheet.

New spreadsheets are created in the signed-in person's Google Drive as native Sheets. Any other file Centrus builds in the chat, such as a PDF report, can be saved into a Drive folder you name, and missing folders are created.

No. Sheets, Docs, Gmail and Google Drive are separate cards on Integrations. Connect Sheets for spreadsheets, Docs for documents and Gmail for mail. Either Sheets or Docs lets Centrus save chat files into Drive.

No. Your data is not used to train AI models, and training is switched off on our AI provider account. Data is encrypted in transit and at rest, and access is set per person through tags and roles. Your Sheets stay in your Drive.

Yes. The same Sheets connection works wherever the person asks: the web app, WhatsApp or Teams. An engineer can send a voice note from site to update the tracker, and the office sees the row change in the browser.

Google Sheets comes with every plan, from £299.99 a month, at no extra cost. Chat uses message credits and agents use automation credits. Plans run month to month, with no lock-in, and paying annually saves 20%.See full pricing
Centrus AI

in the 30 minutes

  1. 01We start with how your operation actually runs, on the desk and in the field.
  2. 02We answer a question from a shared Sheet like yours, then fill a new one from live jobs while you watch.
  3. 03We pick out the admin that should run itself first.

See it working with Google Sheets.

Found the use case you need, or doing something that isn't on the list? Book 30 minutes. Bring the job you want handed over, and we will show it on a setup like yours. You leave with a plan.

30 minutes / UK team / No lock-inOr see pricing