Google Sheets - Add a Row

Use the Add a Row action to automatically insert new data into a Google Sheet during a live call. Your agent can collect caller information—such as names, phone numbers, order IDs, survey results, or booking details - and instantly write that data to your spreadsheet. This is useful for:

• Creating new support tickets
• Logging callback requests
• Saving survey responses
• Tracking new leads
• Recording appointment requests
• Storing customer details from a call

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Start a New Flow

1. Go to Agent Design > Create Flow.
2. Add a Start Flow trigger.
3. Add a Collect, Ask Exactly, or Talk block to gather information that you want to write into Google Sheets.
   • Example variables you might collect: caller_name, phone_number, order_number, email_address

These variables will be available later in the Google Sheets configuration panel.

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Add the Google Sheets Action

1. Click the (+) icon under the block where you want to write the data.
2. Under Post Call Actions, select Google Sheets.
3. In the Action dropdown, choose: Add a Row

This action inserts a new row into your selected spreadsheet.

4. Click Connect to Google Sheets.

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Connect Your Google Account

When prompted:

1. A Google login window will appear.
2. Select the Google account you want to use.
3. If needed, click Use another account.
4. Review the permissions required:
   • View Google Drive files
   • Read/write to Google Sheets
5. Click Continue.

After successful authentication, the button updates to Reconnected or Connected, and the Continue button activates. Click Continue to move to configuration.

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Configure the Row Data

The Configure panel allows you to define exactly where data should go in your sheet and which values should be written.

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Spreadsheet

Select the target spreadsheet from your Google Drive.
Click the refresh icon if you just created or renamed a sheet.

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Tab

Choose the specific worksheet (tab) in the spreadsheet.
Refresh the list if needed.

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Sync Column Names

Click Sync Column Names to automatically load all column headers from your sheet. This ensures your row data maps correctly to the right columns.

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Map Columns to Flow Variables

Under Row Data, you will see a list of column names pulled from your sheet: Example:

• Column “customer name”
• Column “order number”
• Column “email”
• Column “timestamp”

For each column:

1. Click the field.
2. Choose a variable from the left-side Available Variables panel.

Examples:caller_name, phone_number, order_number, email_address Example mapping

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Advanced Settings (Optional)

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Interim Message

If enabled, Phonely will speak a short message while writing to Google Sheets.
Example: “Please hold while I save your details.”

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Post Interim Message Delay

Adds a brief pause after the interim message to avoid interrupting the API call.

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Interim Message Prompt

Choose:

• Promptable – LLM rewrites your message more naturally.
• Fixed – your exact text is used verbatim.

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Call Outcome Tagging

Add tags such as:row_added, lead_saved, followup_logged, order_logged These appear in analytics and are useful for automation. Click Continue when ready.

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Test the Google Sheets Write Action

In the Test tab:

1. Review the row data that will be created.
2. Click Test.

If something fails:

• Check permissions
• Verify the tab exists
• Ensure column names match exactly
• Re-sync column names

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Publish Your Workflow

Once everything works:

1. Click Test Your Agent to simulate a call.
2. Verify that the row is added correctly.
3. Click Publish.

Your agent will now write data to Google Sheets automatically during real calls.

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Success and Error Paths

After the Add Row action runs, two branches appear:

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Success

A row was successfully inserted.
You can add blocks such as:

• Say Exactly
  “Thanks! I’ve saved your information.”
• Send SMS / Send Email
  Send the caller confirmation.

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Error

The sheet could not be accessed. You can add blocks such as:

• Say Exactly
  “I wasn’t able to save your details. Let me try again.”
• Collect
  Ask for missing or corrected data.