Google Sheets

1. Introduction

MyBOT integration hub allows integration with external applications to provide added functionality to portal users to build their bots. Integration of google sheets specifically has facilitated storing the data collected during the bot flow for a user. Typical use cases where sheets can be used is saving booking information, Saving information of leads from the bot flow, save meeting schedules/appointments and log support request information/ticket information for support team.

1.1 Access

Google Sheets Integration is available with the Business Plan and higher.

You can add your sheets account by clicking on the Integrations tab on your left panel and selecting Google Sheets.

2. Connect your Google Account

Steps to authorize sheets node to access your Google Sheets

Step 1: Integrations>Google Sheets>Add Account

Step 2: Enter the Google Account ID to add and authorise

3. Using the Sheets

3.1 Capabilities

MyBOT allows the bot builders to get information from the sheet or modify the existing data or add new data. 

3.1.1 Search Value 

This feature will allow the bot builder to search a cell with a particular value in the sheet and retrieve any of the other data points for the record. These values can be set as attributes to be used in the bot flow. 

  1. Click on Add new node and select Google Sheets Under Integrations.
  1. Select an already existing account or authorize a new account 
  2. In the modal select the Search Row.

  3. Select the Spreadsheet and select the worksheet
  4. Select a header from the selected sheet (This would be the title of the columns).
  5. Search the value in the selected header. This is will give the row in which the searched information is present.  
  6. Once you select the Header you want to search the value in you will be able to see the retrieve tab where you can retrieve any value from the row found in the search.
  7. Add an attribute to which the selected information is to be added.
  8. You can access these attributes in the subsequent flows.

Note: In case the searched value matches in more than one row. The first one would be considered. 

3.1.2 Add  Information 

This feature allows the user to add certain information in a google worksheet row.

  1. Click on Add new node and select Google Sheets Under Integrations.
  2. Select the connected account or add a new account and select The add row option from the drop-down menu.
  3. Select the spreadsheet and the worksheet that you want to use.
  4. The column headers should be predefined in the worksheet. Add the attributes in which this information is stored in the bot flow.

Here Tracking Number, Issue info and system information are column headers in the worksheet selected. Here is an example for support bot using sheets to log tickets.

3.1.3 Update  Information 

This feature allows the user to search for a value and update the information in that row.

  1. Click on Add new node and select Google Sheets Under Integrations.
  2. Select an already existing account or authorize a new account.

  3. In the modal select the Update dropdown.
  4. Select the Spreadsheet and select the worksheet.
  5. Select a header from the selected sheet (This would be the title of the columns) 
  6. Search the value in the selected header. This is will give the row in which the searched information is present.
  7. Select the header under which you want to change the value
  8. Add the new value to be updated from the update tab, this could be an attribute or a static value

Note: If there is more than one row where searched information matches. The new information will be updated in all the rows

3.2 Example Use case: Website form for lead generation

1. Creation of attributes in the conversation modeler

2. Configuring the sheet

3. Receiving data in bot flow

4. Data added in the sheet

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