Skip to content

By integration

Named connections and which actions to activate

Besides the principal connection, Google Sheets supports named connections: several additional connections, each with its own registered sheets, meant for a specific flow or team (Manual 61 · Named connections and invoices by email covers this mechanism in detail). The detail’s Connections tab always shows the principal one first, with the + Add connection button below it to create a named one.

In the Agent tab you’ll find the checklist of the three panel actions and the list of the three agent tools:

Panel actionWhat it does
Lead → rowAdds a new row in the configured sheet every time a new lead comes in.
Append rowAdds a new row in the indicated sheet, with the columns you define in a flow (Manual 55).
Update rowUpdates specific columns of an existing row in the indicated sheet, from a flow.

The three AI agent tools (describe_catalog, search_rows, get_rows) are Internal by default — the agent uses them to answer the customer with data from your sheet, but that’s not disclosed to the customer as “access to Google Sheets”. Change it from “Manage in Agent control” (Manual 52) if you want them to be Both.

The “What can Google Sheets do” button (the i icon) on the card shows this same summary, with the real activation state of each action and tool.

The full Agent tab, with the activation checkboxes and the Save button for each list, looks the same as any other connected integration (Manual 49, section 4).

Connections tab of the Google Sheets detail with the Principal connection marked Active and the Test connection button, the named connection "ventas" marked Shared and Active with the Edit and Revoke buttons, and the + Add connection button
Connections tab of the Google Sheets detail with the Principal connection marked Active and the Test connection button, the named connection "ventas" marked Shared and Active with the Edit and Revoke buttons, and the + Add connection button

“What can Google Sheets do” panel with the three panel actions in Active state, the three AI agent tools (describe_catalog, search_rows, get_rows) in Active state and with the Internal label, and the Manage in Agent control link
“What can Google Sheets do” panel with the three panel actions in Active state, the three AI agent tools (describe_catalog, search_rows, get_rows) in Active state and with the Internal label, and the Manage in Agent control link

Agent tab of the Google Sheets detail with the checklist of the three panel actions (Lead to row, Append row, Update row) checked and the Save button, the list of the three AI agent tools checked and the Save tools button, and the agent instructions field
Agent tab of the Google Sheets detail with the checklist of the three panel actions (Lead to row, Append row, Update row) checked and the Save button, the list of the three AI agent tools checked and the Save tools button, and the agent instructions field