If your team tracks work in Google Sheets, Brelly Co-Pilot can help move claim information in and out of a spreadsheet without as much manual copying.
This is useful for trackers, outreach logs, follow-up sheets, estimate comparisons, and similar working docs.
Before You Start
Before using Google Sheets in Brelly:
Make sure Google Sheets is enabled for your workspace
Make sure your Google account is connected in
Settings→IntegrationsKnow which sheet or tracker you want to update
If you do not see Google Sheets in Integrations.
Everything Google Sheets Can Help You Do
Google Sheets integration can help Co-Pilot:
Search for a spreadsheet
Open spreadsheet details, tabs, schema, values, and table structure
Look up a row or run table-style queries against spreadsheet data
Create a new spreadsheet
Add a new sheet or tab
Add rows and columns
Append, update, upsert, batch update, or clear values
Delete rows, columns, or sheets
Copy a sheet into another spreadsheet
Create a chart
Format cells and table ranges
Resize or hide rows and columns
Set or inspect filters
Set or inspect data-validation rules
Work with spreadsheet metadata in advanced workflows
How to Use Google Sheets with Co-Pilot
To use Google Sheets in Brelly:
Open the claim you are working on
Open Co-Pilot
Ask Co-Pilot to update the sheet you want to use
Review the result to make sure the right spreadsheet and worksheet were updated
For example, you might ask Co-Pilot to:
Add this claim to a follow-up tracker
Log the next follow-up date in a sheet
Record the claim owner and current status
Create a new sheet for open inspections
Update several cells in one pass
Look up the row for a specific claim number
Tips
Mention the spreadsheet name if you know it.
Be clear about which sheet should be updated if you have multiple.
Double-check the result so the right row and values were added.