> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Google Sheets Agent Connector

> Let Agents read, update, and add to your Google Sheets spreadsheets in real time during conversations.

The Google Sheets Connector lets your [Agents](/agents/overview.md) work with
spreadsheet data during a conversation — summarize a sheet, look up values,
append rows, or update cells. Data is queried in real time and never imported
or indexed in Cassidy.

> [!TIP]
>
> The Connector works best when you point it at a specific spreadsheet. Paste a
> Google Sheets link into your message — for example, "Summarize this
> spreadsheet: \[link]" or "Add a row for the new lead to \[link]".

## Set up the Google Sheets Connector on an Agent

**1. Navigate to your Agent**

Go to **Agents**, select the Agent you want to configure, and open the
**Setup** tab.

**2. Add the Google Sheets Connector**

Scroll to the **Connectors** section, click **+ Add Connector**, and select
**Google Sheets**.

**3. Choose a connection method**

Select how users will authenticate:

* **Each user connects their own account** (recommended) — each person
  signs in with their own Google credentials, so the Agent only sees
  spreadsheets that person can access.
* **Use a shared connection** — everyone uses one Google account. Best when
  the team works from shared spreadsheets owned by a service account.

**4. Set up a shared connection (if selected)**

Create a shared connection, complete the Google sign-in, and give the
connection a recognizable name.

![Google Sheets connection setup showing the shared connection naming step](https://mintcdn.com/cassidy/2KvsaUkyJvpYdCCl/images/agents/shared-connection-name.png?fit=max\&auto=format\&n=2KvsaUkyJvpYdCCl\&q=85\&s=41f335fe8e1c788703189f718ab5c863)

Then choose the people and groups who can use it.

![Manage access dialog for a shared Google Sheets connection with people, groups, and general access options](https://mintcdn.com/cassidy/2KvsaUkyJvpYdCCl/images/agents/shared-connection-manage-access.png?fit=max\&auto=format\&n=2KvsaUkyJvpYdCCl\&q=85\&s=fda92a2e18b9ed11e6b020919214fb86)

> [!WARNING]
>
> Everyone with access acts through the same Google account. Use a
> dedicated service account when possible.

**5. Configure action permissions**

Google Sheets actions are grouped into three categories. Set each category
— or individual actions within it — to **Always allow**, **Ask every
time**, or **Disabled**:

* **View Data** — Search spreadsheets, get spreadsheet info, sheet names,
  and cell values. Allowed automatically by default.
* **Create & Modify** — Create spreadsheets, add rows and columns, update
  or append values. Disabled by default until you enable it.
* **Remove Data** — Delete sheets or clear cell values. Disabled by default.

> [!WARNING]
>
> Review **Create & Modify** and **Remove Data** carefully — **Always
> allow** lets the Agent change spreadsheet data without asking first.

**6. Save and start a conversation**

Click **Add connector**, save the Agent, and start a chat. With a per-user
connection, each person is prompted to connect their Google account the
first time the Agent uses Google Sheets.

## Connect Google Sheets for yourself

To use Google Sheets in any chat, not just with this Agent, open **Customize** →
**Connectors**, find **Google Sheets**, and click **Connect**. See [Add a Connector for
yourself](/agents/connectors/overview.md#add-a-connector-for-yourself).

## What your Agent can do

| Category | Actions |
| - | - |
| **View Data** | Search spreadsheets, get spreadsheet info, get sheet names, get spreadsheet values |
| **Create & Modify** | Create a new spreadsheet, create rows and columns, update spreadsheet values, append values to a spreadsheet |
| **Remove Data** | Delete a sheet, delete cell values |

Try prompts like:

* "Summarize this spreadsheet: \[link]"
* "Add a row to \[link] with yesterday's numbers"
* "What changed in the Q3 pipeline sheet this week?"

## Data security

Spreadsheet data is queried in real time and is not imported or indexed in
Cassidy. With per-user connections, the Agent can only access spreadsheets the
signed-in person can access in Google.

## Next steps

> **[Connectors overview](/agents/connectors/overview.md)**
>
> Learn how Connectors, approvals, and personal connections work.

> **[Google Sheets for Workflows](/integrations/google-workspace/google-sheets/workflows.md)**
>
> Trigger Workflows from spreadsheet changes and manage sheet data
> automatically.


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