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Google Sheets

Audience: Admins, Developers, Solution Architects

Purpose: Explains what the Google Sheets integration is, when to use it, and how it works within Kizen

Overview

Connect Google Sheets™ to Kizen to return live data from a Google Sheets spreadsheet by row number or search criteria, add new rows of data to the sheet, and update existing data on the sheet, all automatically with Agentic Workflows.

What Is the Google Sheets Integration?

The Google Sheets integration adds four action steps to the Agentic Workflow builder in Kizen:

  • Append Row: Adds a new row of data to a sheet

  • Get Rows: Returns one or more rows of data from a sheet

  • Search Rows: Finds sheet data that matches the search criteria

  • Update Row/Cell: Updates the data in a sheet

To connect to Google Sheets, log into your Google account from the integration during setup.

For more information, see Set Up Google Sheets in Kizen.

When to Use the Google Sheets Integration

Use the Google Sheets integration when you want to automate your work in Google Sheets with Kizen's Agentic Workflow capabilities. Store data from a sheet as Kizen variables or in the Custom Fields of Kizen Objects to use in other business processes, or update the sheet with automated outputs.

If your team maintains operational data, reference lists, or intake logs in Google Sheets, the Google Sheets integration brings these functions into Kizen.

Note: Don't use the integration to store or transmit protected health information, payment card data, or other sensitive personal or financial records. Google Sheets doesn't provide the necessary access controls or audit trail for regulated or sensitive data.

Common Use Cases

Here are some common use cases of the Google Sheets integration:

  • Confirming in-network provider eligibility before scheduling a referral

  • Pulling daily rate-lock pricing into a loan estimate

  • Logging and updating claims status on a shared adjuster tracking sheet

How the Google Sheets Integration Works

Before you configure the Google Sheets integration, it's important to understand how it functions at a conceptual level.

Connection Model

The integration creates a single business-level OAuth 2.0 connection to Google from a single Google account. Every integration user in your Kizen business shares this connection, even if they don't have access to the Google account. A sheet is visible to and usable by the integration only if the associated Google account has permissions on it, and only to the degree that those permissions allow.

Authentication

You manually authenticate to Google once during integration setup. Afterwards, the Kizen proxy manages your OAuth token automatically. You typically don't need to reauthorize the connection, but you can do so from the integration settings if the need arises. You can also revoke access to the API on the Kizen side from these settings.

Google Account Requirements

The integration works with any Google account that has access to Google Sheets. A paid subscription to Google Workspace isn't necessary.

Rate Limits

Google determines the rate limits for the Google Sheets API. If your use of the integration exceeds a rate limit, that step of the Agentic Workflow fails, and Kizen doesn't automatically retry it.

Agentic Workflow Step Execution

Each Google Sheets action step executes synchronously, so the Agentic Workflow waits at the step until it completes. The step times out on the Kizen side after 30 seconds.

Sheet Identification

You specify the sheet to use by its spreadsheet ID, which is the long sequence of alphanumeric characters in the sheet's URL.

The spreadsheet ID in the URL of a Google Sheets spreadsheet

You can also get the spreadsheet ID programmatically using Google Apps script:

Input Handling

The Append Row and Update Row/Cell actions add data to the sheet exactly as if you had typed it directly into the cell. This ensures that Google Sheets converts date strings to dates, for example. However:

  • Numeric strings like ZIP codes become numbers and therefore lose any leading zeroes. For example, 00501 becomes 501.

  • A string that starts with = behaves like a live formula. So =1+1 evaluates to 2.

To prevent Google Sheets from converting a string that it would otherwise convert, include an apostrophe before the string, as in '00501 and '=1+1. This is a standard convention for forcing plain text. Google Sheets strips out the apostrophe notation and stores the value on the sheet as 00501 or =1+1 in string format.

Results Handling

The Get Rows and Search Rows actions enforce a hard 50,000-character limit on results. Results sets larger than 50,000 characters generate an error in Kizen.

For more information, see Troubleshoot Google Sheets.

Data Integrity

If your Agentic Workflow writes data back to the sheet, be sure to validate its behavior on non-essential data before you deploy it generally. You can't roll back a write operation after it executes, and the operation might partially apply if an error occurs during execution.

Available Google Sheets Actions and Topics

For step-by-step instructions on using the Google Sheets integration, see the following topics:

What's Next

Continue to Set Up Google Sheets in Kizen to learn how to connect Google Sheets to Kizen.

Related Topics

Google Sheets™ is a trademark of Google LLC. Kizen's Google Sheets integration is not affiliated with, sponsored by, or endorsed by Google LLC.

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