Genipy and Google Sheets

Reps submit their weekly forecast through a simple form, see only their own quota and attainment, and look up the current price list from a quote tool. Managers see commission statements and the roll-up by team, and ops change territory assignments on one screen that records who changed what.

Everyone with edit access to a shared sheet can see every row and overwrite a formula. A Genipy tool gives each rep a screen for one job and keeps the sheet for formulas and analysis. You choose who opens the tool, so reps no longer touch the file itself.

Yes. A tool reads rows from your Google Sheets files, such as quotas or the price list, and adds or updates rows, such as a rep’s weekly forecast. It can also keep its own data in its own database, alongside the data it reads from the sheet.

An admin of your workspace signs in with Google once on Genipy’s Integrations page. Genipy checks the access with Google before saving the connection, and the admin picks which tools can use it, so the forecast tool and the commission tool share one connection. Genipy gives your AI the setup link.

Only the people you invite by email can open the tool, since it is private by default. Each person gets a role the server enforces: Viewers use the tool; changing the tool takes an Editor or an Owner. The Google token stays encrypted on Genipy’s servers, out of the tool’s code and out of sight of your team.

Yes. Anyone with edit access to the file can open Google Sheets version history and restore an earlier version, though added rows and changes made by formulas don’t show in a cell’s edit history. To know which rep changed what, ask your AI to have the tool log each change in its own database.

It can if it writes to formula cells, because a tool adds and updates rows. Keep formulas in their own columns or tabs, and ask for a tool that writes only to input cells, such as a rep’s commit and best case. Google’s Protect sheets and ranges setting also limits who can edit those ranges by hand.