How ProsperBot works inside Google Sheets
A product deep dive for creators: how bank data becomes a backend “data layer,” how templates pull from it, and how the sidebar coach guides users through your workflow.
1) Template + backend sheets (data layer)
Customers copy your template. ProsperBot maintains backend sheets inside that copy, which act like a structured source of truth for formulas and dashboards.
- ✓Backend sheets store synced transactions and balances
- ✓Your front-facing template pulls from backend sheets via formulas
- ✓You can build any niche workflow on top (plan, payoff, scorecard, etc.)
2) Bank sync (Plaid)
Users connect accounts via Plaid. Transactions + balances refresh into the customer’s Google Sheet (US-only).
- ✓Transactions history (up to 12 months)
- ✓Current balances
- ✓Ongoing refresh into the Sheet
- ✓The sheet stays “alive” without manual imports
- ✓Weekly emails can reference real progress
- ✓Users can ask the coach questions grounded in current data
3) Sidebar AI coach
The coach appears in the Google Sheets sidebar. It answers from sheet data, guides users through your workflow, and can write to predetermined cells to move steps forward.
What creators control
You own the experience your audience sees and pays for.
- ✓Template structure and formulas
- ✓Workflow steps and prompts
- ✓AI persona (avatar + voice)
- ✓Weekly email voice and offer integration
- ✓Pricing + packaging
Trust + privacy (high level)
This is a product deep dive, not legal language. For formal terms, see the Privacy Policy and Terms.
ProsperBot is designed to minimize friction for creators: we handle platform operations and customer support, and we use the minimum access needed to power bank sync and the in-sheet experience.
See: Privacy Policy and Terms.