Google Sheets

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Connect Google Sheets

Open the block’s Setup step:

1. Select Search a Row or Add a Row.
2. If the agent is not connected, select Connect to Google Sheets and authorize the account. Use Reconnect if its access has changed.
3. Continue to Configure.

The connection belongs to the agent and can be reused across its flows. Other agents need their own connection.

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Select the spreadsheet and tab

Choose the Spreadsheet and Tab the block should use, then select Sync Column Names. Phonely reads the first row as column names and uses them to configure search conditions or row values. For Search a Row, these names also define the block’s output variables. Keep column names non-empty and unique. Sync again after adding, renaming, or removing columns, then review any fields and downstream variables that depend on them.

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Search for a row

Search a Row checks spreadsheet rows against the conditions you configure. For each condition, select a column, comparison, and value. The value can be fixed or selected from Available Variables. Every condition must match the same row. If you add no conditions, the first data row is returned. When several rows match, the first matching row supplies the block’s output variables. After syncing the column names, later blocks can select the returned fields from Available Variables. For example, a search by order_number can provide order_status and shipping_date to the next block. Enable Include all data in agent context when the conversation needs information from every matching row. This adds all matches to the agent’s context; the block’s output variables still use the first matching row.

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Add a row

Add a Row shows one field for each synced column. Map a fixed value or available variable to each column that should receive data. Leave a field empty only when the corresponding spreadsheet column may be empty.

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Route the result

Google Sheets provides Success and Error routes:

• Success runs when Search a Row finds a match or Add a Row adds the row.
• Error runs when no row matches or Phonely cannot complete the spreadsheet action.

Connect Error to an appropriate recovery path, such as checking the value again, collecting details for follow-up, or explaining that the action is unavailable.

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Choose when it runs

Place the block after the blocks that provide any values it uses. When the spreadsheet result is not needed during the conversation, prefer post-call so the caller does not wait for the request. In Live Call, use an interim message when the action may create noticeable silence. For this and call outcome tagging, see Common Block Settings.

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Test Google Sheets

The block test uses the selected account, spreadsheet, and tab:

• Search a Row reads real spreadsheet data and shows the first matching row. It does not change the spreadsheet.
• Add a Row adds a real row to the selected tab.

1. Open Test and enter safe sample values for any variables.
2. Review the resolved action, spreadsheet, tab, and search conditions or row data in Google Sheets Preview.
3. Select Test and inspect the result.
4. For Search a Row, confirm that the expected row and output values are returned. For Add a Row, confirm the new row in Google Sheets.

Then test the complete flow and both result routes. Review Google Sheets in the action trace or Call Details to confirm its execution and any stored variables.

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Troubleshooting