Google Sheets + Querri
Pick the sheets your team already runs on and ask about them in plain language. Querri reads every tab, refreshes them on a schedule and answers next to your accounting, CRM and sales data, with the definitions your team agreed on.
Querri reads only the sheets you pick and never edits them. You sign in with Google, so your password stays with Google. SOC 2 Type II, HIPAA and ISO 27001:2022 certified.
Why Google Sheets reporting gets hard
Finance, ops and marketing teams build real processes in Sheets because it's fast and everyone can open it. These are the walls they hit once a sheet turns into the team's reporting system.
Anyone who can edit can type a number over a formula, sort one column without the rest, or paste a row in the wrong place. The total still looks reasonable, so nobody notices until the meeting.
"$1,200", "1.2k", "TBD" and dates typed four ways all sit in the same column. Sheets doesn't enforce a type, and a sum that skips the text cells looks just like a sum that didn't.
Most trackers hold the current state. When this week's figures replace last week's, the trend is gone unless someone pastes a snapshot into a history tab or digs through version history.
Scheduled emails and rollups usually run on a script one person wrote. Google stops each execution at 6 minutes, and when the author moves on, the Monday report stops with them.
The sheet holds the plan, the targets or the tracker. The actuals sit in QuickBooks, Salesforce or Square, so every comparison starts with an export pasted into a tab.
What you can finally answer
Each one is a request finance, ops and marketing teams make of their spreadsheets, why it's hard in Sheets today, and how Querri handles it.
Why it's hard
The budget is a Google Sheet and the actuals are in QuickBooks. Every month someone exports the P&L, pastes it into a tab and fixes the account names by hand.
With Querri
Connect the budget sheet and QuickBooks. Querri lines up budget lines with accounts and keeps budget vs. actual current on every sync, as a KPI you can ask about by month or department.
Why it's hard
The tracker only shows today. Last week's values were typed over, and version history lists saved versions, not how the total moved between them.
With Querri
Measure the number as a KPI and Querri keeps its history from the day you start, even though the sheet doesn't. Every night, nightly insights checks the latest value against that history and leaves the moves worth a look in your Inbox.
Why it's hard
Charts in a sheet can miss rows added below their range, and a separate dashboard tool means another data connection to maintain and another place for the numbers to disagree.
With Querri
Describe the dashboard you want, or start from a screenshot of the one you have. It reads the same synced data as chat and updates when the sheet refreshes.
Why it's hard
Vendor names spelled three ways, amounts with and without dollar signs, blank-looking cells that hold a space. Every pivot inherits it.
With Querri
Querri checks the columns before it answers and says what it cleaned and how much that moved the result. The cleansing and answer checks run on every question, not once at import.
Why it's hard
In Sheets, anyone who can open the file can see every row in it. Teams make one filtered copy per manager and keep them in step by hand.
With Querri
Connect the one shared sheet. In Querri you set a row filter per person once, and it follows them into chat, dashboards and reports. See workspaces and access.
Why it's hard
Download as .xlsx gives you the raw sheet, not a report. Someone reformats it every week, or maintains a script that emails it.
With Querri
Set the report up one time as a project. A schedule reruns it on the freshly synced sheet and sends email or a formatted workbook from Excel tools, one version per person or client if you want.
Why it's hard
Quotas and territories are planned in a sheet; pipeline and bookings are in the CRM. The two only meet in a VLOOKUP someone refreshes before the forecast call.
With Querri
Connect the quota sheet next to Salesforce or HubSpot and Querri measures attainment and coverage by rep on every sync. The coverage playbook shows the setup.
Why it's hard
Paste a sheet into a chat and the assistant guesses what each column means. Ask again tomorrow and it may guess differently.
With Querri
Connect Querri to Claude or ChatGPT. The assistant answers from your Library, with your definitions and each person's access, so it agrees with the dashboard.
Google Sheets plus the rest
Budgets, quotas, store targets and renewal trackers live in Sheets; the invoices, deals and sales they're measured against don't. Querri puts both in one Library, so the comparison is a question instead of a monthly paste.
Google Sheets pairs well with
Answers you can stand behind
"Marketing spend in September" can mean what the spend log dates in September or the invoices that arrived in September. Both are reasonable, and in a busy month they're far apart. Querri answers with one, says which, and shows the other. See how answers work.
Wake up to what changed
Every night Querri checks your KPIs against their own history, including the ones that come from a sheet someone updates by hand. What looks off waits in your Inbox in the morning, and nothing changes without your OK.
Google Sheets dashboards
Ask for the dashboard in plain words, or start from a screenshot of the one you already use. It reads the synced sheet alongside your other systems, it changes when you ask, and each person can be limited to their own rows.
Reports you can stop rebuilding
The budget sheet against actuals from your accounting system, as a formatted workbook each month.
See Excel toolsSpend from the tracker sheet next to leads and pipeline, sent every Monday.
Read the playbookOne version per client from the same sheet, each showing only that client's numbers.
Read the playbookSpend logged by channel in Sheets, followed through to the deals it produced.
Read the playbookQuotas planned in Sheets measured against open pipeline in the CRM.
Read the playbookA health score built from the account sheet your CS team already keeps.
Read the playbookWhat comes over
Google Sheets come in through the Google Drive connector. Querri reads the files you choose in Google's picker, exports each Google Sheet as a workbook so every tab is kept, and turns each tab with data into its own table. It can't browse, search or watch the rest of your Drive.
File types you can pick
Each sync reads the whole file again, by hand or daily, weekly or monthly at a time and timezone you set. Rows removed from the sheet disappear in Querri. There's no hourly option, and a schedule pauses itself after three failed runs in a row.
Querri sets no row limit on a sheet. Each tab is read as one table with its headers in row 1, so title rows above the header or two tables on one tab aren't split apart. Empty tabs are skipped.
Querri only reads your sheets and never edits a cell. It writes to Drive only if you add an export to a project step, and then as a separate CSV, Excel or Parquet file in a folder you choose.
You sign in with Google and grant the drive.file scope, which covers only the files you pick. There are no keys to paste, and Querri never sees your Google password.
How to connect Google Sheets
In Querri, open Connect and ask for Google Drive, or pick it from the catalog. Google Sheets come in through it.
Approve access on Google's own consent screen. Querri asks only for the files you pick, not your whole Drive.
Choose sheets in Google's picker, from My Drive, Shared drives or Shared with me. You can pick several at once; folders can't be picked.
Nothing loads until you click Approve. After that, choose a refresh daily, weekly or monthly, or sync by hand.
Each tab shows up in your Library as a table, ready for chat, dashboards and scheduled reports.
Google Sheets FAQ
Open Connect and ask the Connector Agent for Google Drive, or choose it from the catalog. Sign in with Google, pick your sheets in Google's file picker, then approve the load and a refresh schedule. You don't paste any keys, and Querri never sees your Google password.
No. Google Sheets come in through the Google Drive connector. When you pick a Google Sheet in the picker, Querri exports it as a workbook so every tab is kept, and each tab with data becomes its own table in your Library.
Every tab with data in the sheets you pick, each as its own table named for the file and the tab. Empty tabs are skipped. Querri reads row 1 of each tab as the header. You can also pick Excel, CSV, JSON and Parquet files; Excel files picked from Drive load their first tab.
You choose: by hand at any time, or daily, weekly or monthly at a time and timezone you set. Each sync is a full refresh that reads the whole sheet again, so deleted rows disappear in Querri too. Hourly syncs aren't available for Sheets.
No. Querri copies your sheets into its Library on the schedule you set, and questions, dashboards and reports run on that copy. If someone edits the sheet and you need the change right away, run a sync by hand before you ask.
No. Querri only reads your sheets and never edits a cell, adds a tab or changes formatting. It writes to Google Drive only when you set up an export on a project step, and then it creates a separate file in a folder you choose.
Not into a sheet. There's no two-way sync. An export on a project step saves a CSV, a single-sheet Excel file, a Parquet file or a chart image to a Drive folder you choose, either replacing the same file each run or adding a new dated file.
Querri can read only the sheets that the connecting Google account picks and is allowed to open. Inside Querri, who sees which rows is set by Querri's own sharing and row-level access, not by Google's sharing settings, so you can share one sheet's data while each person sees only their rows.
No. The drive.file access Querri asks for covers only the files you choose in Google's picker. Querri can't browse, search or list the rest of your Drive, and it doesn't watch folders, so a new sheet added to a folder comes in only once you pick it.
Connect the sheet through Google Drive and connect QuickBooks. Querri brings both into one Library, lines up budget lines or tracker rows with QuickBooks accounts, customers or invoices, and tells you how it matched them. Ask for budget vs. actual or uninvoiced work in plain words.
Connect your quota, territory or campaign budget sheet alongside Salesforce or HubSpot. Querri joins the sheet to reps, owners or campaigns in the CRM, so attainment, coverage and cost per deal come from one question instead of a VLOOKUP refreshed by hand before each meeting.
Connect the spend tracker and, if you want, HubSpot for leads and pipeline. Build the report once as a Querri project, then schedule it. Each Monday it reruns on freshly synced data and goes out as an email or a formatted Excel workbook.
Measure the figure as a KPI in Querri. Querri keeps the KPI's history from the day you start measuring it, even though the sheet only holds this week's values, so you can ask how it changed since last month without keeping a history tab.
Yes. Say what the dashboard should show, or begin with a screenshot of a dashboard your team already uses. It reads your synced sheets and any other connected system, you change it by asking, and you can limit each viewer to their own rows.
Build the report you need as a project, then put it on a schedule. Querri reruns it after the sheet syncs and sends a formatted Excel workbook by email, one version per person or client if you like. A project step can also save an Excel file to a Drive folder.
Yes. After a one-time setup linking Querri to Claude or ChatGPT, the assistant answers from your Querri Library, using your definitions and rules and each person's access in Querri, so it gives the same number as the dashboard instead of reading the raw sheet its own way.
Through the Drive connector, each tab is read as one table with its headers in row 1, so title rows and side-by-side tables aren't split. Keep each tab to one table with headers on top, or download the workbook as .xlsx and upload it, where Querri's workbook agent reads complex layouts.
No. The Google Drive connector reads Google Sheets, Excel, CSV, JSON and Parquet files. Google Docs and Slides are refused as unsupported file types when the data loads, so keep any numbers you want to analyze in a sheet.
Querri is SOC 2 Type II, HIPAA and ISO 27001:2022 certified, and your data is never used to train a model. You sign in through Google, Querri reaches only the files you pick, and it only reads them.
Keep exploring
Connect them in a few minutes. Querri reads your sheets and never changes them.