Automation kit

Sales Enquiry & Follow-up Kit

Planned: every enquiry gets one record, one owner, a stage and a dated next action, and the manager sees what is overdue.

Try the sample demo Ask for setup or customisation

Interactive demo availablePrices are not published yet. The kit is not on sale until it passes a supervised pilot.

Everything below describes the planned kit. The demo shows these ideas with a simulation. Nothing in this kit has yet been installed and tested in a real business; that is the next step.

The problem

Enquiries arrive from the website, calls and WhatsApp, but nobody can see who owns each one or what happens next.

Who it is for

Small industrial sales and service teams that already work in Google Sheets

Designed for (to be confirmed in pilot)

Google Sheets
Google Apps Script
Your website form
CSV import and export

CSV import and export are file transfers, not a live connection to Zoho, HubSpot or Tally.

Planned first-release scope

Website form intake; phone and WhatsApp enquiries are entered by hand into the same Sheet
Lead register with a unique record ID
Required-field checks and duplicate-request protection
Owner, stage, next action and next action date
Activity log for every change
Overdue list and manager summary
Configurable acknowledgement email with your own sender details
Outbox that keeps failed emails visible for retry
Internal WhatsApp-ready alert for your salesperson, sent or forwarded by a person

Not planned for the first release

Automatic WhatsApp messages to customers (official API would be a separate, paid add-on)
Automatic capture of phone calls or WhatsApp chats
AI phone calls
Live sync with Zoho, HubSpot or Tally (CSV import/export only)
Price quotes or commitments made by software

Planned setup steps

1.Copy the Sheet template into your business Google account.
2.Open the script, fill in your company name, sender email, team list and routing rule.
3.Authorise the script once with your own Google account.
4.Add the form snippet to your website, or use the hosted form link.
5.Send a test enquiry and check the Leads tab, owner and acknowledgement.

You need

• A Google account owned by your business
• Someone comfortable following a step-by-step setup guide

Support

Support terms will be published with the first installable release.

Questions

Is this available to buy today?: Not yet. Today you can try the interactive demo. The installable kit is being prepared and will be tested in a supervised pilot before it is sold.
Where is my data stored?: The plan: in your own Google account and Sheet, with Google processing it as your service provider. Saran Labs AI would not receive your leads. This will be confirmed in the pilot.
Does it send WhatsApp messages automatically?: No. It prepares an internal WhatsApp-ready alert for your own salesperson, who sends or forwards it by hand. It does not message customers on WhatsApp. Automatic sending would need the official WhatsApp Business API, a separate paid add-on.
Is this AI?: The core kit is rule-based automation: checks, routing and reminders you configure. Optional AI features would be separate, clearly labelled add-ons.
Are there limits?: Yes. Google limits how many emails a script can send each day (for example, 100 recipients a day on a consumer Google account; Google can change these limits). The planned kit keeps failed sends in an outbox so they are visible and can be retried.

Pending

What the pilot will confirm

These points are not decided or proven yet. They will be settled with a supervised pilot in a real business before the kit is offered.

Package contents
Exactly which files, templates and guides are delivered, and in which languages.
Website setup
Which website setups the form works with, and when the hosted form link is the better option.
Staff access
How salespeople and the manager get access, and what each person can see and change.
Use on phones
Whether salespeople can comfortably update leads from a phone.
Quotas and recovery
Real email limits, what happens when they are reached, and how failed items are recovered.
Backup and export
How data is backed up, exported and restored.
Support terms
Support period, response times and what setup help includes. Pending founder decision.

For larger teams and organisations

Need multiple departments, approval levels or connections to existing systems?

We can assess a tailored implementation. Scope, security requirements and integrations are agreed before delivery.

Path 1

Standard kit

A planned, customer-owned Google Sheet configuration with documented limits, for small teams.

Path 2

Tailored implementation

Discovery first: we map your process, systems and requirements, then agree scope in writing before any build.

Demonstrated in this simulation	Planned for the standard kit	Needs assessment / custom development
• One record per enquiry with a traceable history • Rule-based owner assignment • Dated next actions and overdue tracking • Visible failure and retry of an email • Explicit human step (call marked done by a person)	• Customer-owned Google Sheet and script • Configurable acknowledgement and routing rule • Outbox for failed emails • CSV import and export • Documented limits	• Role-based access and approval levels • Audit requirements beyond the activity log • Single sign-on (SSO) • ERP or CRM integration • Deployment and data-location requirements • Support and service-level expectations

Items in the last column are discovery topics, not available features. Nothing here claims enterprise readiness, certification or existing integrations.

Want it set up for your team?

Tell us how enquiries reach you today and who follows them up. We will tell you honestly whether this kit fits.

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