> ## Documentation Index
> Fetch the complete documentation index at: https://docs.greentick.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Google Sheets

> Send approved WhatsApp templates automatically when a row is added, a status changes, or a date arrives in your sheet.

The Google Workspace add-on **WhatsApp Message Automation: GreenTick** watches your sheet and sends an approved template to the phone number in a row when a rule fires. Use it for order confirmations, shipping updates, payment reminders, appointment reminders, and lead follow-ups. No code is needed.

## Before you start

* A GreenTick account with an API key from **Developer**.
* A WhatsApp Business number connected to GreenTick. See [Connect WhatsApp](https://docs.greentick.ai/connect-whatsapp.md).
* At least one approved [template](https://docs.greentick.ai/messaging/templates.md).
* A Google Sheet with a header row and one column of phone numbers that include the country code.

## Set up a rule

**1. Install the add-on**

Install [WhatsApp Message Automation: GreenTick](https://workspace.google.com/marketplace/app/whatsapp_message_automation_greentick/938755551469) from Google Workspace Marketplace. In your sheet, open **Extensions → Add-ons → WhatsApp Message Automation: GreenTick → Open automations**. The sidebar lists your columns by their header names, so give each column a clear heading such as Name, Phone, and Order ID.

**2. Connect your GreenTick account**

Paste your `gt_live_…` key into **API key** and click **Save and continue**. The sidebar also has a **Get an API key** link. The key is stored in that spreadsheet only, and you can change or remove it later.

**3. Add a rule**

The sidebar shows **Connected** and an empty **Rules** list. Click **Add rule**.

**4. Choose when to send**

Name the rule, pick the **Sheet** (worksheet) to watch, and choose **Send when**. For a column change, set **Column to watch** (for example, Status) and **Value that should match** (for example, Shipped). Leave the value blank to send on any new value in that column.

**5. Pick a template and map columns**

Choose an approved template. Select the **WhatsApp number column**, then pick a column for each template variable, for example Name for `name` and Order ID for `order_id`. Click **Save rule**.

Media headers (image, video, or document) use the approved template sample. Dynamic button links and copy-code buttons can be filled from a column.

**6. Turn the rule on**

Check that the switch beside the rule shows **Active**. Turn it off at any time to pause the rule. When the rule fires, **Recent sends** logs the number, the rule name with the row, and the result.

## Triggers

| Send when | What it does | Good for |
| - | - | - |
| A new row is added | Sends to the phone number in each new row, using values from that row | Order confirmations, new lead follow-up, sign-up confirmations |
| A column changes | Sends when a value in the watched column changes | Shipped or delivered updates, paid or overdue status, booking and ticket status |
| A date column is today | Sends on the date stored in that row | Appointment reminders, renewals, invoice due dates |
| Schedule | Sends daily or weekly at the hour you choose to rows that match a filter | Weekly reminders |
| Google Form submit | Sends when someone submits your Google Form | Instant replies to form leads |

A rule sends one template. If Shipped and Paid need different messages, create a rule and template for each. A dropdown in the status column keeps values spelled the same way.

To remind someone the day before an appointment, add a reminder date column with a formula such as `=B2-1`, where B2 holds the appointment date, and point a **date column is today** rule at it. Store real dates in the column, not text.

## How sending works

* Duplicate protection: the same row is not messaged twice for the same event.
* For a **new row** rule, rows that already existed when you saved the rule are not sent.
* The add-on only reads your sheet. It never writes send results back into cells. Delivery status and customer replies show in **Live Chat**.
* A spreadsheet can have up to 20 rules, each with its own on/off switch.
* If the plan expires, GreenTick turns every rule off and keeps the key. After you renew, set the rules back to **Active**.
* The add-on works with Google Sheets only. For an Excel file, upload the .xlsx to Google Drive, open it with Google Sheets, choose **File → Save as Google Sheets**, and set up rules on that copy.

> [!WARNING]
>
> A phone number in a spreadsheet is not consent. Only add customers who opted in to WhatsApp messages from you, for the kind of message the rule sends. See Meta's guidance on [getting opt-in](https://developers.facebook.com/documentation/business-messaging/whatsapp/getting-opt-in).

## Video walkthrough

[Google Sheets and GreenTick walkthrough](https://www.youtube.com/embed/EDiRcQ-TrL0)

The full written walkthrough with screenshots is on [greentick.ai](https://greentick.ai/google-sheets-whatsapp-integration/). For API keys and other tools on the Integrations page, see [Developer integrations](https://docs.greentick.ai/developers/integrations.md).


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