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The Google Sheets Connector lets your Agents 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.
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]”.

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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
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
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.
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.

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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.

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What your Agent can do

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?”

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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.

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Next steps

Connectors overview

Learn how Connectors, approvals, and personal connections work.

Google Sheets for Workflows

Trigger Workflows from spreadsheet changes and manage sheet data automatically.