Sheets Add-on Setup
- Buy now
- Learn more
1. READ THIS FIRST 😎
2. Why use the Add-on?
Installing the Add-on
Configuring your Agency Setup
Adding Clients + Tasks
Copying + Running Templates
Important PM concepts
Deep dive into the trackers
Creating project plans

Two Types of Sheets Templates: Basic and Automated

The Blueprint consists of two types of templates:

Basic: Which follow an SOP, but do not have any embedded API integrations or automations
Automated: Which connect to APIs like Google Analytics, or contain automations that wrangle data within the template.

For basic templates, the Add-on sidebar contains information about the template, and link to the relevant Blueprint Training module to follow.

For automated templates, the Add-on sidebar contains the actual steps to take to execute the template (including pulling data from APIs, scoring or snapshotting data, etc).