Connect Google Sheets to Your Knowledge Base

What Is Google Sheets Integration?

Google Sheets integration allows you to link a live Google Sheet to your CRM’s Knowledge Base. Instead of repeatedly uploading static files, you can connect your spreadsheet once and have your Knowledge Base pull updated information directly from it. This ensures that AI agents reference the most current structured data when answering questions, making it ideal for frequently updated content like pricing, service details, or internal references.

Key Benefits

• Near Real-Time Sync: Changes in your Google Sheet can be reflected in the Knowledge Base approximately every 15 minutes, keeping data fresh for AI interactions.
• Manual Refresh Option: Update your Knowledge Base on demand whenever you make changes to the sheet and want them applied immediately.
• Support for Evolving Data: Added or removed columns, updated rows, and edited cells are all supported without needing re-uploads.
• Reduced Maintenance: Eliminate the need for manual file exports and uploads—just manage your data in Google Sheets as usual.
• More Accurate AI Responses: With access to up-to-date information, AI agents provide more relevant and current answers.

Sync Options

Auto Sync (~15 Minutes)

This option is best for spreadsheets that change frequently and require near real-time updates. It’s useful for dynamic data like pricing, availability, or schedules that are updated regularly throughout the day.

Manual Refresh

Choose manual refresh when you want full control over when updates go live. This is ideal for content that changes less often, requires review before publishing, or is updated in batches.

How It Supports Dynamic Content

Google Sheets integration simplifies maintaining dynamic, structured information in your Knowledge Base. It’s especially valuable for teams that collaborate on spreadsheets and need AI agents to use the latest version of data. Common use cases include:

• Product or service pricing
• Business hours or support availability
• Location-specific details
• Internal reference data
• Tabular data like sales or service notes

The integration handles ongoing changes seamlessly, including updated values, new or deleted rows, and column modifications.

How to Set Up Google Sheets Integration

1. Navigate to your sub-account and open the AI Agents section.
2. Go to the Knowledge Base tab and open an existing Knowledge Base or create a new one.
3. Click on Tables and select Import from Google Sheets.
4. If you haven’t already, connect your Google account using the standard permissions—no additional access is required.
5. Choose your connected Google account, browse your drives and spreadsheets, and select the sheet you want to import.
6. Review the data and assign appropriate data types, similar to a CSV upload.
7. Start the import and wait for processing to complete.
8. Enable auto-sync to keep data updated automatically, or use manual refresh as needed.

Updates from Google Sheets typically sync within 15–20 minutes when using auto-sync.