> ## 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) 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]".
</Tip>

## Set up the Google Sheets Connector on an Agent

<Steps>
  <Step title="Navigate to your Agent">
    Go to **Agents**, select the Agent you want to configure, and open the
    **Setup** tab.
  </Step>

  <Step title="Add the Google Sheets Connector">
    Scroll to the **Connectors** section, click **+ Add Connector**, and select
    **Google Sheets**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Set up a shared connection (if selected)">
    Create a shared connection, complete the Google sign-in, and give the
    connection a recognizable name.

    <Frame>
      <img src="https://mintcdn.com/cassidy/2KvsaUkyJvpYdCCl/images/agents/shared-connection-name.png?fit=max&auto=format&n=2KvsaUkyJvpYdCCl&q=85&s=41f335fe8e1c788703189f718ab5c863" alt="Google Sheets connection setup showing the shared connection naming step" width="2602" height="1886" data-path="images/agents/shared-connection-name.png" />
    </Frame>

    Then choose the people and groups who can use it.

    <Frame>
      <img src="https://mintcdn.com/cassidy/2KvsaUkyJvpYdCCl/images/agents/shared-connection-manage-access.png?fit=max&auto=format&n=2KvsaUkyJvpYdCCl&q=85&s=fda92a2e18b9ed11e6b020919214fb86" alt="Manage access dialog for a shared Google Sheets connection with people, groups, and general access options" width="2602" height="1886" data-path="images/agents/shared-connection-manage-access.png" />
    </Frame>

    <Warning>
      Everyone with access acts through the same Google account. Use a
      dedicated service account when possible.
    </Warning>
  </Step>

  <Step title="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.
    </Warning>
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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#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

<CardGroup cols={2}>
  <Card title="Connectors overview" icon="plug" href="/agents/connectors/overview">
    Learn how Connectors, approvals, and personal connections work.
  </Card>

  <Card title="Google Sheets for Workflows" icon="diagram-project" href="/integrations/google-workspace/google-sheets/workflows">
    Trigger Workflows from spreadsheet changes and manage sheet data
    automatically.
  </Card>
</CardGroup>