Google Sheets

Connect Google Sheets to Formula Bot, sync spreadsheet data, and use sheets in AI chats, dashboards, reports, and scheduled playbooks.

Connect Google Sheets to sync spreadsheet data into Formula Bot for natural language analysis, dashboards, and recurring reports.

Prerequisites

  • A Google Sheet you can share
  • View access for the Formula Bot Google Sheets service account
  • A valid Google Sheets URL

Setup Steps

1. Share the Sheet

Open your Google Sheet and share it with:

sheets@formulabot.com

Viewer access is enough for analysis. Formula Bot does not need edit permissions.

2. Add the Connector

  1. Go to Connectors in the sidebar
  2. Select Google Sheets
  3. Paste the Google Sheets URL
  4. Click Connect

Formula Bot verifies that the sheet is shared correctly, reads the available tabs, and syncs the data.

3. Use the Sheet in Chat

After the first sync finishes, click Chat from the connected sheet or attach the synced sheet from your library. Ask questions in plain English and Formula Bot will analyze the synced spreadsheet data.

Refreshing Data

Connected sheets can be refreshed manually from the Google Sheets connector page. Paid plans can also schedule automatic syncs so dashboards, reports, and playbooks use fresh spreadsheet data.

Example Questions

  • "Summarize revenue by month from this sheet"
  • "Which customers have missing renewal dates?"
  • "Create a chart of pipeline by owner"
  • "Compare this week's new rows to last week"
  • "Find duplicate order IDs across tabs"

Scheduling

Use scheduled syncs when the source sheet changes regularly:

  • Daily sales trackers
  • Weekly marketing performance reports
  • Monthly finance workbooks
  • Shared operations logs
  • Survey or form response sheets

Schedule the sheet sync before a playbook run when you need recurring reports to use the latest spreadsheet rows.

Troubleshooting

Sheet Not Found

  • Confirm the URL is a Google Sheets URL
  • Make sure the sheet has been shared with sheets@formulabot.com
  • Check that sharing restrictions in Google Workspace allow external viewers

Sync Failed

  • Confirm the sheet still exists
  • Check whether the service account still has access
  • Try a manual refresh from the connector page

Data Looks Incomplete

  • Make sure headers are in the first row when possible
  • Remove blank leading rows above the table
  • Split unrelated tables into separate tabs
  • Avoid mixing notes and tabular data in the same range

Best Practices

Keep Headers Clear

Use concise column headers like Date, Customer, Amount, and Status so Formula Bot can understand the sheet structure.

Use One Table Per Tab

Formula Bot works best when each tab contains one consistent table. If a sheet contains multiple unrelated sections, split them into separate tabs.

Refresh Before Important Reports

Refresh the connector manually or schedule syncs before dashboards and playbooks that depend on the latest data.

Next Steps