File import
Use Google Sheets data via CSV
Export the sheet, upload the CSV, and upload a new file whenever the data changes.
Use structured rows as a source
CSV uploads are parsed as document content that the agent can retrieve during a conversation.
Make freshness a deliberate step
The uploaded file is a snapshot. Changes in Google Sheets require a new export and upload.
Scope
What this guide covers
This is a file upload, not a live spreadsheet connection or automatic sync.
Guide scope
- Export a Google Sheet in CSV format.
- Upload the CSV as an agent knowledge source.
- No Google OAuth, live spreadsheet access, field mapping, or automatic refresh.
Setup guide
Upload the CSV source
Follow the source steps, review the imported content, and test representative questions.
Test the source before publishing
Review the crawled or uploaded content, then test representative questions and human handoff before publishing the agent.
Open Readiness Quiz- 01
Prepare the sheet
Keep a clear header row and remove private columns that should not become agent source material.
- 02
Export a CSV file
Download the relevant sheet as a comma-separated values file.
- 03
Upload and test the snapshot
Upload the CSV in the agent's knowledge sources and test questions that should be answered from its rows.
Limits and fit
Where this setup can fail, and when another path fits better.
Provider documentation
Common failure modes
- The uploaded CSV no longer matches the current spreadsheet.
- Missing or unclear headers make the imported rows hard to interpret.
Not a fit for
- Workflows that require live spreadsheet reads or writes.
- Files that contain private columns the agent should never retrieve.
FAQ
Common questions
Ready to add your Google Sheets data?
Build the agent, add the source, and test its imported content before publishing.