ClerkChatAnswer customers from the Doc and Sheet you already keep up to date
Plenty of small businesses run on one shared price sheet and one policies doc. Paste the link, and ClerkChat answers from it on your website, WhatsApp, Instagram, Messenger and Telegram.
Free plan included · No credit card required
The price list is in a Sheet. The questions are in your DMs.
- "How much is an end-of-tenancy clean for a two-bed flat?"
- "Which postcodes do you deliver to?"
- "What's on the set lunch this week?"
- "Is the deposit refundable if I cancel?"
- "How many people does the large cake feed?"
For a cleaner, a caterer or a bakery, the Sheet is usually the most accurate record in the business. Prices and service areas change there first, and then someone retypes them into a reply, sometimes from an older copy.
Paste a link, get answers
- Docs keep their structure. Headings and lists in a Google Doc come across intact, so a cancellation policy reads the way you wrote it.
- Sheets come across row by row. The agent can match a question to the right row: the right service, size, postcode or price.
- No Google sign-in. ClerkChat reads the file through its share link. There is no Google account to connect and nothing to authorise.
What works well in a Doc or Sheet
Anything you keep current in one place and get asked about every day. If it changes weekly, it belongs in a Sheet, not in a chatbot's settings.
Price lists and service menus
One row per service, with sizes, durations and prices in their own columns.
Opening hours and closures
Regular hours plus the bank holidays and the week you are away in August.
Delivery zones and service areas
Postcodes or neighbourhoods, with the fee or minimum order for each.
Policies
Deposits, cancellations, refunds and what happens if someone is late.
What Google Docs and Sheets import does not do
- The file must be shared as Anyone with the link, Viewer, or published to the web. Private files cannot be read, and you will see an error saying so.
- It does not re-read the file on its own. Every plan can import files, but reprocessing a completed import requires a paid plan. After you change prices, reprocess the source from Sources on a paid plan so the agent has the new numbers.
- One link reads one tab of a Sheet: the tab the link points to, or the first one. Add a link per tab if you need several.
- It is not a booking system. The agent can tell a customer your prices and hours, not reserve a slot from a Sheet.
- Word documents are not supported. Excel, CSV and PDF files can be uploaded directly instead.
Connected in minutes
No developers needed. No long setup.
Share the file
In Google, set General access to Anyone with the link, as Viewer.
Paste the link
In your agent's Sources, open Files and paste it into the Google Docs or Google Sheets card.
Check the answers
Ask about a price or an opening time and compare it with the file.
Go live
Switch on your website widget, WhatsApp, Instagram, Messenger or Telegram.
Google Docs and Sheets chatbot questions
Everything else you might want to know before connecting Google Docs and Sheets.
Built for your team
Other knowledge sources
Your price list can answer for you
Paste a link on the free plan. No credit card required.