Prerequisite: Third-party connectors are available only on the Sana Enterprise tier, with one exception: the Workday connector is included for both Sana Core and Sana Enterprise.
Introduction
Connect Google Sheets to Sana to read, write and manage your spreadsheets. Look up data, add rows, create new spreadsheets and worksheets, and keep your data organized.
In summary, the connector has the following key characteristics:
Category: Documents
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed
Capabilities
This connector is able to do the following:
Capability |
List spreadsheets |
Read spreadsheets |
Create spreadsheets |
Add worksheets |
Find rows |
Add rows |
Generate formulas |
Tools
While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Google Sheets. In practice, the agent may call one or more tools to achieve a single capability.
Tool |
Add rows |
Add worksheet |
Find rows |
Get spreadsheet info |
List spreadsheets |
New spreadsheet |
Read rows |
Note: This article lists the connector's full set of tools. Your workspace owner can disable individual tools for your workspace, so some of those listed here may not be available to your agents. If a tool you expected is missing, reach out to your workspace owner.
Triggers
While tools are the actions an agent takes on your behalf, triggers are the events that can start an agent automatically. When you build an agent, you can choose one of the triggers below as its starting point. For example, having the agent run every time something new happens in Google Sheets.
Trigger |
New Comment |
New Comment (Instant) |
New Row Added |
New Row Added (Instant) |
New Updates |
New Updates (Instant) |
New Worksheet (Instant) |
New Worksheet (Polling) |
Scope and permissions
This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions:
Scope | Purpose |
Know which Google account you use | |
profile | See your basic account info |
Access and update your Google Sheets in Drive |
Set up instructions
Prerequisites:
You are a Sana Enterprise user – all third-party connectors except the Workday connector are available only for users on the Sana Enterprise tier.
Your Sana workspace owner has enabled this connector – if the workspace owner has disabled the connector it won't appear in the list of available connectors.
Step 1: Go to the connectors page in Sana
In Sana, click on your profile icon and name in the bottom left corner and select Connectors.
Step 2: Find Google Sheets in the list of available connectors
Scroll to the Available connectors section and locate Google Sheets.
Note: If you can't find a connector in this list, it means one of the following:
You've already connected it — check the ”Active connectors” section at the top of the connectors page, or
Your workspace owner has disabled this connector for your workspace — reach out to them for more information or to request that it be enabled.
Step 3: Hover the connector card and click the connect button
Hover the Google Sheets card and click the Connect button.
Tip: If you click the card itself instead of the Connect button, you'll open a connector detail page with more information about its capabilities.
Step 4: Initialize the Pipedream connection
When clicking Connect in the previous step, a pop-up will appear powered by Pipedream. Click the Continue button in the pop-up to initialize the set up.
Note: Sana uses Pipedream to connect your account. Pipedream is a Workday product, trusted by millions of people to keep their data secure.
Step 5: Sign in to Google Sheets and approve the requested scopes
You'll be redirected to Google Sheets to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.
Step 6: Complete the set up
You've successfully connected your Google Sheets account. Click Continue to complete the setup and start using the connector.
Known limitations
Spreadsheet operations: The connector cannot change spreadsheet settings or delete spreadsheets. It can read data and append new rows, but cannot edit or overwrite existing cell values.
Comments: The connector cannot attach comments to individual cells; comments can only be added at the spreadsheet level.