What this covers
Every build follows the same path: connect your spreadsheets & Google Sheets, upload your company logo & app layout (optional), connect anything else your web app needs (optional integrations), answer a few questions, and let it build. Afterwards you decide who can sign in and what URL your web app lives at.
To show this flow end to end we will build a CRM from two messy Google Sheets. By the end it will live at your own domain (crm.yourcompany.com), your team signs in and each person sees only what they should, and the notes they keep on each lead feed an email campaign that an AI agent drafts and sends on a schedule.
You can use this same process & steps to build dashboards, client portals, project trackers, forms, anything you want.
What you need
Your Google Sheets with your leads. Messy is fine. You can have merged cells, several tabs, headers starting on row four, inconsistent dates. More than one sheet is fine too, and is what we will use here.
Or use ours. Drop them into Google Drive, open each as a Sheet, and follow along exactly:
- leads-master.xlsx23 leads across two tabs. Messy contact information and notes written per lead.
- event-leads.xlsx14 badge scans from a conference. Completely different columns, and a few companies that already exist in the first file.
Build it
Connect your Google Sheets
Both of them. They do not need to match.
Connect the main lead list and the event list. They will not have the same columns, and that is okay. The tool will read both and works out what maps to what.
You can also upload these as regular Excel files as well.
Connect your email
Your own domain, not a Gmail address.
The campaign sends from you, which means connecting the address you actually use — hello@ilovespreadsheets.com, say. You can also use a personal Gmail account.
This is a one-time setup and the app handles the sending afterwards.
Add your logo and anything showing how your CRM should look
A logo, a mockup, a screenshot of something you like.
Drop in your logo and any design reference. You can draw blocks on a PowerPoint slide, attach your screenshots. Images, PDFs and HTML all work, 25 MB each, as many as you like.
The build picks up your colors, your type and the layout you showed it, so what comes out looks like your company rather than a generic template.
You can add these after the first version of the website is built as well
Say what to build
The prompt
Write down what you need to build in plain language
Build a CRM from these two sheets. The first is my live lead list. The second is badge scans from a conference. Match those in by email, and flag the ones that are new. Stages are New, Contacted, Qualified, Won, Lost. Show total deal value per stage, and let me add a lead without opening the spreadsheet. Each lead has a Notes field where my reps write what was actually said. Use those notes to draft a follow-up email for anything sitting in Contacted or Qualified that hasn't been touched in 14 days. Send them Monday mornings from hello@ilovespreadsheets.com, and show me the drafts on the CRM before they go out. All reps should be able to see ONLY their leads. Their emails are their names@ilovespreadsheets.com with the names from the sheets. The hello@ilovespreadsheets.com admin email should be able to see everything
Answer the questions
The AI will ask you to clarify information that is needed
You will see 5-15 questions so the AI can understand your spreadsheets and request in more detail
If a question does not make sense then you can write your own answer OR skip
AI builds your web app
A few minutes, and it is a real app at a real URL.
What comes out is a working web app at a URL that you can share with your team. Everything connected live to your Google Sheets.
The AI email drafting agent that you created will automatically draft and write emails that you can view on a tab
Ask the AI to change anything
All edits are made live
Say what you want to change and the AI edits your app in place. Your app URL remains the same no matter how much editing is done.
Ask a real engineer to change anything
Live in the same chat
If the AI gets something wrong twice, or if you just need more help. A real engineer can join the same conversation, open your app, and fix it with you. This is included on every plan, including Free.
Your sheet is still the source of truth
Edit a row in the Sheet. It is already in the app.
And vice versa. Edit something in the web app and the sheets stay in sync. Edit something in the sheet and it shows up in the web app.
This way you can continue using the sheets that your business already runs on.
Finish it
Set permissions
Who signs in, and what each of them can see.
You can set roles and permissions for your team members so only the right person can see the right data
Manage username and passwords, and roles right from your web app dashboard
Connect your domain
crm.yourcompany.com, secure HTTPS
You can connect your company's domain to your web apps so you access and share your apps on your own domain. HTTPS certificates included
Where people go next
The app you just built is the first one, not the only one. These are the three things people do within the first week.
Add it to your admin dashboard
Every app you build can live as a tile on one dashboard, so you open a single URL that runs your entire business.
Build another app on the same sheets
The same lead data can back more than one thing: a dashboard for the numbers your CEO asks about, a public form that feeds new leads in. Start a new project, connect the sheets you already connected, describe the second app.
Keep adding to this one
Attach another spreadsheet when a new source turns up. Add automations as you work out what should happen on its own. Connect another service when you need the app talking to something else. It is the same chat you built it in.