Setting up Google Sheets

Google Sheets in VISS.AI allows you to seamlessly integrate data from your spreadsheets into workflows, enabling you to analyze, manipulate, and automate data-related tasks with ease. This quick guide will walk you through setting up and using Google Sheets within VISS.AI.

Adding Google Sheets

You can add Google Sheets to any existing or new VISS.AI workspace by clicking on + Step and selecting the app from the menu.

Connecting your Google Account

1. Logging In: Simply log into your Google account within the added + Step.

2. Permissions: You may be asked to grant permissions for VISS.AI to access your Google Sheets. Authorize VISS.AI to access your Google Sheets. You’ll be directed back to VISS.AI once authentication is complete.

3. Completing Connection: Once logged in, your Google account will be connected and ready to use within VISS.AI.

Using Google Sheets in VISS.AI

Now that you’re connected, follow these steps to create custom prompts and run your Google Sheets workflow within VISS.AI.

1. Check the possible actions within Google Sheets, such as "Find Row," "Update Cell," or "Add Row."

2. Customize your prompt based on the specific action. For example, "Find the row where “Status=Pending" or "Add a new row with values for Name, Status, and Date."

3. Click on the Build button to see a preview of the workflow build. Check whether VISS.AI has built the step for the intended outcome. Ensure the prompt includes all relevant parameters (e.g., sheet name, column identifiers).

4. Once your setup is confirmed, click Run to execute the Google Sheets step. If there are any issues, double-check that all required parameters are set in the prompt.

5. If the workflow doesn’t produce the desired result, adjust parameters and rerun the step to achieve the intended outcome.

A Base to Get Started

Here is a compilation from our team on some tips and tricks with Google Sheets in VISS.AI with some examples and even some sample prompts.

Retrieve Data from a Spreadsheet

1. You can always refer to the URL of a specific spreadsheet to retrieve the data in VISS.AI.

2. You can retrieve data from specific subsheets in a Google Sheet by prompting the position of the subsheet (eg. Use the First Subsheet) or using the exact name of the subsheet to be more specific (eg. Refer to “Sheet1”).

3. To be more specific and help VISS.AI structure your data you can refer to a certain row as a header for the column names and refer to the rows below as line items (eg. Use the third row as the header and Process all subsequent rows as line items, treating blank cells as 0.)

4. You can also prompt to organize the data in the way you want. You can even specify them into keys to enable easier referring in other steps. (eg. Organize the data into a dictionary with 'header' and 'line_items' keys.)

Here is an example of a sample prompt to retrieve your data in VISS.AI:

Populate Data in a Spreadsheet

1. You can still refer to a URL of a specific spreadsheet to populate data into that sheet using VISS.AI.

2. You can mention which subsheet you would like VISS.AI to populate with data. (eg. Use the First Subsheet or Refer to “Sheet1”).

3. To add data or populate a sheet, you can add columns/rows of data or even update existing rows/columns. Mention and specify what you would like to add when prompting. (eg. Add a row of data under these columns: name:Benjamin, title: CEO, The rest of the columns are blank.)

4. If the data is from a data source in a previous step, you can refer to that step’s output through the keys or just the step number. (eg. Retrieve the data from Step 1 and populate this sheet or Retrieve the line_items from step 1 and populate…)

Here is an example of a sample prompt to populate your data in VISS.AI: