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Spreadsheet log

Add a row to your Google Sheet, Airtable or Smartsheet for every booking, call back, enquiry and call.

Spreadsheet log adds a row to your own spreadsheet each time something happens: a booking, a call back asked for, an enquiry, a call summary. You get a running record you can sort, filter and share with your team.

What goes in each row

Seven columns: When, Event, Name, Phone, Channel, Reference and Details. "When" is UK time. "Channel" is Phone, Website chat, WhatsApp, Email, Text or Dashboard.

What to log: Everything, or Bookings, call backs and urgent calls. "Everything" also covers cancellations, call backs marked done, enquiries, call summaries, review answers and deposits.

Google Sheets

  1. Switch the plugin on from the Plugins page (see Plugins overview) and set Spreadsheet to Google Sheets.
  2. Press Get the Google Sheets script and press Copy.
  3. In your Google Sheet, go to Extensions > Apps Script. Replace what's there with the script you copied.
  4. Choose Deploy > New deployment > Web app, with Who has access set to Anyone. Google will ask you to allow the script to edit your sheet.
  5. Copy the web app address Google gives you (it starts https://script.google.com/macros/s/ and ends /exec) into Google web app address.
  6. Press Save and test. A test row appears in the first tab of your sheet. You can delete it.

The column headings are added for you when the sheet is empty.

Airtable

  1. Make a table with these text fields: When, Event, Name, Phone, Channel, Reference, Details.
  2. Create a token at airtable.com/create/tokens, with the scope data.records:write and access to your base.
  3. Set Spreadsheet to Airtable and fill in Airtable access token, Base ID (it starts "app" and is in the base's address) and Table name (the default is "Calls").
  4. Press Save and test.

Smartsheet

  1. Give your sheet columns named When, Event, Name, Phone, Channel, Reference, Details.
  2. In Smartsheet go to Account > Personal settings > API access > Generate new access token.
  3. Find the sheet ID under File > Properties > Sheet ID.
  4. Set Spreadsheet to Smartsheet, fill in Smartsheet API access token and Sheet ID, and press Save and test.

Columns are matched by name, so their order doesn't matter. Columns you leave out are skipped.

What it costs

Free. Google Sheets is free; Airtable and Smartsheet charge under their own plans.

Privacy

Each row holds the caller's name and number and what they wanted. It's sent straight to Google, Airtable or Smartsheet. Keep the sheet private to your team.

The Google web app address works like a key: anyone who has it can add rows to your sheet. Treat it like a password. Once saved, the dashboard doesn't show it again.

Limits

  • Rows are only added, never changed. A cancelled booking gets its own row; the booking row stays.
  • Google Sheets rows go into the first tab of the spreadsheet.
  • Anything that starts with =, +, - or @ is saved as text, so it can't run as a formula.
  • If a row can't be added, the plugin shows Needs attention and says why in Recent activity. That row isn't retried.

Still stuck? Write to hello@callscovered.ai with your business name and what you were trying to do, and a person will reply.