The document automation tool your clients will love
You're the one rebuilding the same fragile Zapier chain every time a new client asks for 'just some automation'. SheetMergy turns every client workflow into one clean job, in one workspace — one subscription, not ten.
The unspoken reality of being a good VA
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Every new client: a new Zap, a new Make scenario, a new Google Apps Script you'll end up maintaining.
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Glue code that breaks silently — and the client thinks you broke it.
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A dozen tool logins per client that you share with the next VA when you rotate.
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Charging by the hour for work that should have taken five minutes.
How it works
- 1
One workspace, one workflow per client
Set up invoices for Client A, certificates for Client B, contracts for Client C. Each as a clean, re-runnable job.
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Your clients' templates
Use their existing Word or Google Docs templates. No reformatting, no rebuilding. They keep their brand.
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Hand-off without chaos
New VA on the team? Give them workspace access. They see the same jobs, same runs, same archives.
Why VAs standardise on SheetMergy
Multi-client-friendly
Organise jobs by client. Invite the client to view their own runs if you want transparency.
Replace fragile Zaps
One platform, one bill — instead of a mess of per-client automations across five tools.
Any template, any time
Word, Google Docs, PDFs. Invoices, certificates, reports, notices. All in one pipeline.
Webhooks + API
Trigger SheetMergy from your existing stack (Airtable, Notion, HubSpot, your client's CRM).
Auditable for clients
Every document ever sent is archived. Great for transparency with clients who want the paper trail.
Send as the client
Emails go from the client's Google account, not yours — keeps the relationship clean.
VA questions
- Can I resell this to my clients?
- Yes — either run jobs on their behalf in your workspace, or stand up a workspace per client and bill them.
- Do I need to be technical?
- No. If you can use a spreadsheet and a Word template, you can set up a SheetMergy job in about ten minutes.
- What replaces the Zapier part?
- For schedule-based flows, SheetMergy handles it natively. For event-based flows, SheetMergy's webhook listens and runs the job.
- Pricing?
- Credit-based. Not per seat, not per client. Buy credits when you need them, share across your entire client base.