

Every ambitious product story starts in a spreadsheet. For founders, marketers, and agency leaders, a product roadmap template in Google Sheets or Excel is the simplest way to turn ideas into a visible, shared plan. Columns become your narrative: themes, releases, experiments, and bets laid out across quarters so everyone sees where you’re going and why.But the magic of these templates really shows up when they’re alive, not static. An AI computer agent can live inside this ecosystem—pulling fresh data from your CRM, support inbox, and experiment trackers, then reshaping your roadmap in Sheets and Excel automatically. Instead of spending Fridays nudging dates, coloring statuses, and copying feedback, you delegate that choreography to the agent. It standardizes formats, highlights slippage, and proposes re-prioritizations based on impact and effort. You stay in the role you actually signed up for: editing the strategy, not wrestling the spreadsheet. Automating roadmap maintenance this way gives you a planning ritual that’s always current, always aligned, and never dependent on who last touched the file.
## Why Your Roadmap Belongs in a SpreadsheetIf you’re a founder, agency lead, or marketer, your brain probably already lives in Google Sheets or Excel. A product roadmap template there is like a living storyboard: features, experiments, and launches mapped against time. It’s flexible enough for messy ideas, structured enough for serious planning, and familiar to every stakeholder.The twist is this: you don’t have to maintain it all by hand. You can start manually, then gradually hand repetitive work to an AI computer agent so your roadmap updates itself while you focus on decisions.## 1. Manual Setup in Google Sheets (Step-by-Step)1. Open a template or blank Sheet.2. Create key columns: Theme, Initiative, Owner, Status, Start Date, Target Release, Channel, Impact, Effort, Notes.3. Add a timeline row or a separate tab for quarters or months (e.g., Q1, Q2, Q3, Q4).4. Use data validation for Status (Backlog, In Progress, Blocked, Released) so updates are consistent.5. Apply color rules with conditional formatting (e.g., Released = green, Blocked = red).6. Freeze your header row so the structure stays visible as you scroll.7. Share the Sheet with your team and set commenting rights for stakeholders.**Pros (Sheets):** real-time collaboration, easy sharing, integrations with many SaaS tools.**Cons:** manual updates can get noisy and slow as your roadmap grows.## 2. Manual Setup in Excel (Step-by-Step)1. Start from a product roadmap template or create a table with the same columns as above.2. Convert your list to an Excel Table so filters and styles stay intact as you add rows.3. Use conditional formatting and icon sets for quick visual status (arrows, traffic lights, etc.).4. Add a Gantt-style view using stacked bar charts or a dedicated timeline tab.5. If your team is on Microsoft 365, use shared workbooks and comments so everyone can collaborate.**Pros (Excel):** powerful formulas, pivot tables, offline-friendly, great for deep analysis.**Cons:** sharing and co-editing can feel heavier than Sheets, especially across companies.## 3. Where Manual Updates Break DownManual roadmaps start strong and drift quickly. Someone forgets to mark a feature as shipped. A launch moves but the date isn’t updated in all tabs. Sales is still pitching the old plan. You spend more time reconciling versions than actually deciding what to build.This is the ceiling of spreadsheet-only roadmapping: the tool is fine; the human time cost is not.## 4. Automating Roadmaps With an AI Computer AgentThis is where an AI computer agent, running on your desktop with tools like Simular Pro, becomes your behind-the-scenes operator.**What the agent can do for Google Sheets and Excel:**- Open your roadmap template and read every row like a human would.- Pull fresh input from CRMs, support tools, analytics dashboards, or docs.- Update Status, Target Release, Owner, and Notes based on agreed rules.- Add new roadmap items from a backlog Sheet, Trello board, or email folder.- Re-sort and color-code by priority so the most important work stays visible.You define how you think about priority (e.g., revenue potential, customer impact, effort). The agent turns that philosophy into repeatable actions across Google Sheets and Excel.**Pros (AI agent):** eliminates repetitive maintenance, keeps a single source of truth, scales to multiple products or clients without extra manual effort.**Cons:** requires a short onboarding phase and clear instructions; you still own the strategy and final calls.## 5. A Hybrid Workflow: Manual Judgment, Automated ExecutionFor most teams, the sweet spot is hybrid:- **You and your team:** decide strategy, themes, bets, and trade-offs.- **Your spreadsheet:** remains the visible, flexible canvas everyone understands.- **Your AI agent:** does the clicking, typing, and updating across Sheets and Excel.A typical weekly rhythm:1. You review priorities and add or adjust initiatives in a single input tab.2. The agent propagates those changes into the roadmap views, timelines, and client-specific copies in Google Sheets and Excel.3. The agent highlights risk (slipping dates, overloaded owners) and surfaces them in a summary Sheet.4. You respond to insights and tweak the plan, staying focused on what actually matters.By starting manually and then layering in automation where it obviously hurts, you end up with product roadmap templates in Google Sheets and Excel that stay accurate without eating your week. The AI computer agent becomes the quiet ops teammate who never gets tired of updating cells.
Start with one tab in Google Sheets. Add columns like Theme, Initiative, Owner, Status, Start Date, Target Release, Impact, and Effort. Use data validation to lock Status to a dropdown (Backlog, In Progress, Blocked, Released). Add a separate tab for your quarterly timeline and use filters to show only the work planned for each quarter. Share the Sheet with edit access for your core team and comment access for stakeholders.
In Excel, place each initiative in a table with Start Date and End Date. Insert a stacked bar chart and map these dates to build a Gantt-style view. Format the first series as transparent to create the offset, and the second as the visible bar. Group items by theme or team with different colors. Keep the underlying table on one tab and the chart on another so your team can edit details without breaking the visualization.
Create a master template in Google Sheets or Excel with standardized columns and formatting. For each new client, duplicate the template and rename it with the client’s name. Keep a separate portfolio tab that pulls key fields (Client, Quarter, Top 3 Initiatives, Status) from each file using IMPORTRANGE (Sheets) or linked workbooks (Excel). An AI agent can then update individual roadmaps and refresh the portfolio view on a set schedule.
Decide which system is your source of truth. If it’s your backlog tool (Jira, Linear, ClickUp), create an export view with ID, Title, Status, and Target Release. Import that into Google Sheets or Excel on a regular cadence via CSV, API, or connector. Map each backlog item to a row in your roadmap template, using the ID as the key. An AI agent can automate this: open the export, match IDs, update statuses and dates, and flag any new items that need prioritization.
First, create a staging copy of your roadmap Sheet or workbook. Let the AI agent run only on that copy and log every change it makes (row, column, old value, new value) into a separate audit tab. Review a few runs to confirm it respects formulas and formatting. Once you’re confident, point the agent at the live file but keep version history turned on. Start with low-risk tasks—updating statuses and notes—before allowing it to touch dates or priorities.