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I know we can not use Google Sheets as a data source with chat Bots (feature request!), but I have an AI agent that I am using internally with my structured client data with Google Sheets. Does anyone have an idea of how to use a chatBot with my google sheets? I want the sheets to be used as a knowledge source - is there a way to “call” my ai agent and have it return the data in a conversation or is there some other way to do this? I am willing to use another chatBot service if needed or I am happy to use a zap as long as my AI agent can respond.

Hey ​@AdamZap 👋

Presumably you’re referring to Zapier Chatbots and not the ChatBot app, right? Either way, I’d definitely suggest reaching out to our Support team so they can put in a feature request for the ability to use Google Sheets as a data source with Chatbots.

In the meantime, you could import the Google Sheets spreadsheet as a CSV?

Alternatively, if the spreadsheet is updated regularly, you could import it into Zapier Tables instead and use the table as the knowledge source for the chatbot. Then have a Zap that triggers when there’s an update to the Google Sheets spreadsheet, and updates the table accordingly. That way the chatbot will be referencing the same data that’s in Google Sheets as it’s replicated in the table.

Do you think that sort of approach could work?

​@SamB I am referring to Zapier ChatBots.

 

I can’t import the sheets as a csv as they are updated regularly and they are a bunch of tabs (I initially tried this but it was so manual and i have so many clients on this).

 

I also tried tables and same issuse (multiple tabs per sheet - regulary updated with me, client and employees).

 

I am open to using using chatBot app, but I would like to keep it all in the Zapier System if possible.

 

Thanks for confirming that ​@AdamZap. Tables could work potentially but you’d need to have Zaps that copy across the changes to the table to make sure that the Zapier tables that the chatbot is using as a knowledge source is kept up to date. For example:

  • Trigger: New or Updated Spreadsheet Row (Google Sheets) - triggers when there’s an update to a specific tab on a spreadsheet
  • Action: Find Records (Zapier Tables) - searches for a match for the row that was added/updated (also has the ability to create a new record if not found).
  • Action: Only continue if (Filter by Zapier) - set to only continue if an existing record was found.
  • Action: Update Record (Zapier Tables) - updates the existing record with the new information.

That said, there would be at least a 24 hour delay in the updated information in the table being synced to the chatbot as there’s no hourly scheduled knowledge source sync, the minimum is a daily sync (available to folks on an Advanced plan):

f48785624e2be6f1aa3c725502f687df.png
So this may not be the most ideal solution. If you do give that approach a try and run into any issues let me know, happy to lend a hand! 🙂

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