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

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.