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Overview

The Google Sheets integration enables your agents to read data from and write data to your Google Sheets. This allows agents to access spreadsheet data, log information, create reports, and integrate with your existing Google Sheets workflows.

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Features

  • Read Sheet Data: Extract data from any accessible Google Sheet
  • Write New Rows: Append data to existing sheets automatically
  • Multi-Sheet Support: Work with different tabs within a workbook
  • Flexible Data Access: Read specific rows, columns, or ranges
  • Real-time Updates: Changes appear immediately in your sheets
  • OAuth Security: Secure authentication through your Google account

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Prerequisites

  • Google account with access to Google Sheets
  • Google Sheets you want to integrate with
  • Appropriate sharing permissions for sheets you want to access
  • Understanding of your sheet structure and data layout

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Setup Guide

1

Enable Google Sheets Integration

Navigate to Control Hub > Integrations and locate the Google Sheets card. Click “Connect” to begin setup.
2

Authenticate with Google

You’ll be redirected to Google’s authentication page where you need to:
  • Sign in to your Google account
  • Review the permissions requested
  • Click “Allow” to grant access to your Google Sheets
3

Verify Connection

After authentication, you’ll be redirected back to the platform. The Google Sheets integration should now show as “Connected”.

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Permissions Granted

When you connect Google Sheets, the integration requests permission to:
  • Read your spreadsheets: View and download your Google Sheets data
  • Edit your spreadsheets: Add new rows and update existing data
  • Create new spreadsheets: Generate new sheets when needed

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Sheet Access Requirements

For agents to access a Google Sheet, the sheet must be:
  • Owned by you: Sheets in your Google Drive
  • Shared with you: Sheets others have shared with edit or view permissions
  • Publicly accessible: Sheets with “Anyone with the link” permissions

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Finding Sheet Information

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Sheet ID

The Sheet ID is found in the Google Sheets URL: 
https://docs.google.com/spreadsheets/d/SHEET_ID/edit#gid=0
For example, in this URL: 
https://docs.google.com/spreadsheets/d/1BxiMVs0XRA5nFMdKvBdBZjgmUUqptlbs74OgvE2upms/edit
The Sheet ID is: 1BxiMVs0XRA5nFMdKvBdBZjgmUUqptlbs74OgvE2upms

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Sheet Names

Sheet names are the tab names at the bottom of your Google Sheet (e.g., “Sheet1”, “Data”, “Q4 Results”).

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Security Considerations

  • Review which sheets you’re sharing with the integration
  • Use specific sheet permissions rather than full Google Drive access
  • Regularly audit connected applications in your Google account
  • Consider using dedicated Google accounts for automation
  • Monitor agent activities in your Google Sheets
  • Revoke access if no longer needed

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Troubleshooting

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Managing Your Connection

To disconnect or manage your Google Sheets integration:
  1. Go to Control Hub > Integrations
  2. Find the Google Sheets card
  3. Click “Disconnect” to revoke access
  4. You can also manage permissions in your Google Account settings