Documentation
Integrations
Google Sheets

Google Sheets Integration

Connect your Google Sheets to Chatlo for data-driven AI responses, automated information retrieval, and real-time spreadsheet synchronization.

Overview

Google Sheets integration allows your AI agent to access and analyze spreadsheet data, providing accurate responses based on your business data, inventory, pricing, and other information.

📊 Benefits

  • • Real-time data access
  • • Automated information retrieval
  • • Data-driven responses
  • • Reduced manual updates

⚡ Features

  • • Multi-sheet support
  • • Formula calculation
  • • Data filtering
  • • Automatic sync

🎯 Use Cases

  • • Product catalogs
  • • Pricing information
  • • Inventory management
  • • FAQ databases

Requirements

Prerequisites

  • ✓Active Chatlo account with AI agent
  • ✓Google account with Sheets access
  • ✓Google Cloud Console access
  • ✓Spreadsheet with organized data

Technical Requirements

  • •Google Sheets API enabled
  • •Service account credentials
  • •Spreadsheet sharing permissions
  • •Stable internet connection

Step-by-Step Integration Guide

1

Enable Google Sheets API

Enable the Google Sheets API in your Google Cloud Console to allow programmatic access.

  1. Go to Google Cloud Console
  2. Create a new project or select existing one
  3. Navigate to "APIs & Services" → "Library"
  4. Search for "Google Sheets API" and click enable
  5. Also enable "Google Drive API" for file access
  6. Wait for API activation (usually instant)

Note: You may need to set up billing for your Google Cloud project.

2

Create Service Account

Set up a service account to securely access your Google Sheets data.

  1. In Google Cloud Console, go to "IAM & Admin" → "Service Accounts"
  2. Click "Create Service Account"
  3. Enter service account name (e.g., "chatlo-sheets-integration")
  4. Grant necessary roles (Project → Viewer, Service Account → Service Account User)
  5. Create and download JSON key credentials
  6. Save credentials securely

Tip: Store credentials securely and never share them publicly.

3

Share Your Spreadsheet

Grant your service account access to the Google Sheets you want to integrate.

  1. Open your Google Sheets document
  2. Click "Share" button (top right)
  3. Add your service account email (from JSON credentials)
  4. Set permission to "Viewer" or "Editor" as needed
  5. Click "Send" or "Share"
  6. Repeat for all relevant spreadsheets

Success: Service account should now have access to your sheets.

4

Create Google Sheets Connection in Chatlo

Set up the Google Sheets integration in your Chatlo workspace.

  1. Log in to your Chatlo dashboard
  2. Navigate to "Integrations" → "Knowledge Sources"
  3. Click "Add Knowledge Source"
  4. Select "Google Sheets" from available options
  5. Upload your service account JSON credentials
  6. Click "Connect" to establish the connection

Where to find: Service account email is in your JSON credentials file

5

Select Spreadsheets to Index

Choose which Google Sheets should be indexed by your AI agent.

  1. In Chatlo, go to your Google Sheets integration settings
  2. Click "Browse Google Sheets"
  3. Select spreadsheets you want to index
  4. Configure sync frequency (real-time, hourly, daily)
  5. Set data categories and tags
  6. Save your selection

Pro Tip: Start with your most important data sheets.

6

Configure Data Processing

Customize how your spreadsheet data is processed and interpreted.

  1. Define data structure and column mappings
  2. Configure data validation rules
  3. Set up data filtering criteria
  4. Define calculation preferences
  5. Configure data refresh intervals

Processing Time: Initial sync may take several minutes for large datasets.

7

Test Data Access

Verify that your AI agent can access and understand your spreadsheet data.

  1. Trigger initial data sync
  2. Check sync status and any errors
  3. Test AI responses with spreadsheet data
  4. Verify data accuracy and calculations
  5. Review indexed data in Chatlo dashboard

Testing: Ask questions about your spreadsheet data to verify accuracy.

8

Monitor and Optimize

Continuously monitor performance and optimize your data integration.

  1. Review AI response accuracy regularly
  2. Monitor data sync status and errors
  3. Update spreadsheet structure based on usage
  4. Optimize data organization and formulas
  5. Track data usage analytics

Best Practice: Review and update data structure monthly for optimal performance.

Supported Data Types

📋 Basic Data Types

  • ✓Text and strings
  • ✓Numbers and integers
  • ✓Dates and times
  • ✓Currency values
  • ✓Boolean values

🧮 Advanced Features

  • ✓Formulas and calculations
  • ✓Data validation rules
  • ✓Conditional formatting
  • ✓Pivot tables (read-only)
  • ✓Multiple sheets

🔄 Sync Capabilities

  • • Real-time data updates
  • • Incremental sync for efficiency
  • • Formula recalculation
  • • Data change notifications

Troubleshooting

Data Not Syncing

Check API permissions and spreadsheet sharing settings.

  • • Verify Google Sheets API is enabled
  • • Check service account has spreadsheet access
  • • Ensure credentials are valid
  • • Review sync logs for errors

AI Responses Inaccurate

Optimize data structure and formatting.

  • • Review data organization and headers
  • • Check for consistent data formatting
  • • Verify formula calculations
  • • Improve data structure clarity

API Rate Limits

Manage API usage and implement rate limiting.

  • • Implement exponential backoff
  • • Reduce sync frequency if needed
  • • Optimize data processing
  • • Monitor API quota usage

Best Practices

✅ Do's

  • • Use clear, descriptive headers
  • • Maintain consistent data formatting
  • • Include relevant metadata
  • • Organize data logically
  • • Use data validation rules
  • • Test formulas before integration

❌ Don'ts

  • • Use unclear column names
  • • Mix different data types randomly
  • • Include sensitive information
  • • Create overly complex structures
  • • Forget to update data regularly
  • • Skip testing integration

Next Steps

Now that your Google Sheets integration is active, here are some ways to maximize its effectiveness:

📈 Analytics

Monitor data usage and optimize spreadsheet structure

🎯 Automation

Set up automated data workflows and triggers

🔄 Expansion

Connect additional spreadsheets and data sources