Google Sheets action pack

With Google Sheets actions, you can read, update, format, and manage spreadsheets directly from Glean without switching to Google Sheets.

Google Sheets actions are part of the broader Google action suite.

When building a workflow agent, the Google Sheets action pack is available within the Plan and Execute step. For agents with auto mode, the Google Sheets action pack is available for all steps. This lets the agent dynamically determine when to read or update spreadsheets to fulfill a complex user request.

Supported tools

The Google Sheets action pack is enabled as a unified bundle.

The following tools are included:

Reading data

• Batch get: Reads values from one or more ranges in a Google Sheets spreadsheet.
• Get sheet names: Retrieves the names of all sheets in a spreadsheet.
• Get spreadsheet info: Returns metadata about a spreadsheet, including its title, sheets, and properties.
• Lookup spreadsheet row: Searches for a specific row in a spreadsheet based on column values.
• Find worksheet by title: Locates a specific sheet within a spreadsheet by its title.

Writing data

• Batch update: Writes values to one or more ranges in a Google Sheets spreadsheet.
• Upsert rows: Inserts new rows or updates existing rows in a spreadsheet based on matching criteria.
• Clear values: Removes values from a specified range in a spreadsheet without deleting the cells.
• Create spreadsheet column: Adds a new column to an existing sheet in a spreadsheet.

Sheet management

• Add sheet: Creates a new sheet within an existing spreadsheet.
• Update sheet properties: Modifies properties of a sheet, such as its title or grid dimensions.
• Copy sheet to spreadsheet: Copies a sheet from one spreadsheet to another.

Formatting

• Format cell: Applies formatting to cells in a spreadsheet, such as font style, background color, or number format.

Example use cases

Google Sheets actions support several common workflow patterns:

• Data aggregation: An agent can gather data from multiple sources and write it into a structured spreadsheet for reporting or analysis.
• Pipeline tracking: A workflow can upsert rows in a tracking spreadsheet each time a deal stage changes in your CRM, keeping records current without duplicates.
• Automated report generation: An agent can create new sheets, add columns, and populate data on a recurring schedule for team dashboards.
• Cross-spreadsheet consolidation: A workflow can look up rows in one spreadsheet and copy relevant sheets to a summary spreadsheet for stakeholders.
• Data cleanup: An agent can find rows matching specific criteria, clear outdated values, and update cells with corrected information.

Setup and configuration

Prerequisites

Before configuring Google Sheets actions, ensure you have the following:

• You must have administrative access to the Glean Admin console.
• Your organization must have an existing Google Drive data source configured in Glean.
• You must have access to the Google Cloud Console to enable the required APIs and configure OAuth credentials.
• The Google Sheets API and Google Drive API must be enabled in the Google Cloud project linked to your Google actions configuration.

Administrator steps

1. Enable the action pack: In Glean, go to Admin console → Platform → Actions and add Google Sheets extension actions from the template library.
2. Select the data source instance: Link the action pack to your existing Google Drive data source instance.
3. Configure authentication: Google Sheets actions use OAuth user authentication.
   • Central: Use the Glean-managed Google OAuth app when it's available in your environment.
   • Custom OAuth app: If using a customer-managed app, register it in the Google Cloud Console, enable the Google Sheets API and Google Drive API, configure the OAuth consent screen, and enter the client credentials in Glean.
4. Save the action pack after authentication is complete.
5. Enable the action pack for users: Use Edit settings under Enable Actions to make the action pack available to the relevant users and supported Glean surfaces.

note

Google Sheets actions use OAuth user authentication exclusively. Domain-wide Delegation is not supported for Google Sheets extension actions.

For detailed setup steps, see Google actions setup.

FAQ

Yes.

Google Sheets actions use OAuth user authentication, so each user must authenticate with their own Google account before using the action pack.

Yes. Admins can enable a subset of Google Sheets actions based on what they want to make available.

You must enable the Google Sheets API and the Google Drive API in the Google Cloud project associated with your Google actions configuration.

Both APIs are required for spreadsheet operations.

No.

Google Sheets extension actions require OAuth user authentication. Domain-wide Delegation isn't supported for these actions. Each user authenticates individually.

All reads and writes happen against the spreadsheet in the signed-in user's Google Drive or any spreadsheet they have access to. New sheets and columns are added to the target spreadsheet directly.