Google Sheets

Overview

The Google Sheets integration connects nexos.ai with your Google Sheets so you can reference spreadsheet data directly in your workspace. It helps you quickly answer questions about reports, metrics, project tracking, budgets, and shared datasets without manually searching through spreadsheets. You can use it to review updates, summarize information, analyze trends, and keep your team aligned using the latest data stored in Google Sheets.

What you can do with Google Sheets

With the Google Sheets integration enabled, you can work with spreadsheet data directly in nexos.ai. For example, you can:

• read and reference data from existing sheets

• summarize reports, trackers, budgets, and datasets

• review updates and spot changes in shared spreadsheets

• analyze trends, metrics, and project data

• add or update rows and columns

• create new sheets or remove existing content

• pull spreadsheet data into your workflows and answers

Google Sheets works best for reviewing and updating structured data, such as rows, columns, and tabular information. It is especially useful for keeping reports, trackers, and shared datasets up to date.

Setting up the integration (as an admin)

1. Click on your Profile icon.

2. Go to Management -> Apps.

3. Find Google Sheets in the list.

4. Set the integration to Active (enabled).

After it’s enabled here, team members can connect their own Google Sheets accounts.

Connecting your account (as a member)

1. Click on your profile icon.

2. Go to Get apps -> My apps.

3. Find Google Sheets and select Connect.

4. You will be redirected to Google Sheets. Sign in if prompted.

5. Review the access request screen (it will list what nexos.ai can access in Google Sheets) and select Accept to approve.

6. Return to nexos.ai. Google Sheets should now show as connected in My Apps.

Use Google Sheets in Chat (turn it on for a conversation)

1. Open New Chat.

2. Click on a "+" -> Integrations.

3. Toggle on Google Sheets to use it in that conversation.

Use Google Sheets in Agents (turn it on for an agent)

1. Open Agents and select the agent you want to update.

2. Select the Studio icon (top-right), then open Settings.

3. Scroll to Integrations and turn Google Sheets on.

4. Save your changes, then test the agent.