Google Sheets

The Google Sheets integration lets your AI Agent read and manage rows in a spreadsheet during a conversation.

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Available actions

• Find Rows: Find matching rows and return selected columns.
• Append Row: Add a new row.
• Update Row: Find one row and update selected columns.

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Set up an action

1. Open your AI Agent and go to Actions.
2. Click New and choose a Google Sheets action.
3. Connect the Google account that can access the spreadsheet.
4. Choose a spreadsheet and worksheet, then select the header row.
5. Enter an Action name, explain When to use it, and choose its frequency.
6. Configure the columns used by the action.
7. Create the action, then enable it from the Actions page.

The connection can access spreadsheets selected through the Google file picker.

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Find Rows

Choose the columns the Agent can search and return. Search values can be:

• Dynamic: Collected from the conversation at runtime.
• Preconfigured: Fixed values or variables defined while setting up the action.

You can also choose whether rows must match all or any filters, use exact or partial text matching, and set a maximum number of results.

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Add or change rows

• Append Row maps values to the columns of a new row.
• Update Row finds one row, then maps new values to selected columns.

Values can be fixed or inserted from variables populated by input parameters.