Back to Setup

Welcome to Voice2Sheet

As a fully managed SaaS platform, you do not need to configure any databases or media storage.

Getting StartedHow to configure your Custom Excel Spreadsheets

  1. Go to the Setup page.
  2. Click on the upload box and select your empty .xlsx or .csv files.
  3. Ensure the very first row of your Excel file contains your column headers (e.g., "Client Name", "Phone Number", "Follow Up Date").
  4. The AI will automatically learn your column names. Click Save & Continue to start using the app!

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