Using Google Sheets with ZoomMate and Zoom Virtual Agent

The Google Sheets integration for Zoom AI Companion on the web allows you to create, edit, and manage Google Sheets data automatically through AI workflows and agents. This integration streamlines your data management by enabling you to work with spreadsheets directly within the AI Companion on the web. Additionally, admins can connect Google Sheets to Zoom Virtual Agent via the Zoom web portal, enabling voice or chat agents to access supported tools.

Requirements for using Google Sheets with ZoomMate and Zoom Virtual Agent

ZoomMate requirements

Zoom Virtual Agent requirements

Table of Contents

How to use Google Sheets in ZoomMate agentic workflows

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Authorizing Google Sheets allows ZoomMate to access your Google spreadsheets and content for automated creation and management.
 
Windows | macOS | Linux
  1. Sign in to the Zoom desktop app.
  2. In the navigation bar, click the ZoomMate tab .
    Note: If you do not see the ZoomMate tab , click the More tab, then click ZoomMate .
  3. In the side menu, click Workflows.
  4. Under Workflows, click + Create.
  5. Click the Start with a node button, then under Apps, click Google Sheets.
  6. Select from the available predefined nodes.
  7. Click Authenticate if the message Missing credentials or scopes appears.
Web
  1. Sign in to the Zoom web portal.
  2. In the top-right corner, click the Zoom Products icon .
  3. In the Zoom Products menu, click AI Companion.
    AI Companion will open in a new browser tab.
  4. Under Workflows, click + Create.
  5. Click the Start with a node button, then under Apps, click Google Sheets.
  6. Select from the available predefined nodes.
  7. Click Authenticate if the message Missing credentials or scopes appears.

Google Sheets nodes available in agentic workflows

The following workflow nodes are available when Google Sheets is connected to ZoomMate. 

 
Node nameDescriptionFields that can be managed
Lookup Spreadsheet RowFinds the first row in a spreadsheet where a cell's entire content exactly matches the query string.
  • Spreadsheet
  • Search Query
  • Range
Create Spreadsheet RowInserts a new, empty row into a specified sheet of a spreadsheet for a given index, optionally inheriting formatting from the row above.
  • Spreadsheet
  • Sheet Name
Upsert RowsUpserts rows, updates existing rows by key, append new ones.
  • Spreadsheet ID
  • Sheet Name (Tab)
  • Rows (Records to Upsert)
  • Key Column Index (0-based)
  • Headers (Column Names)
Values UpdatesSets the values in a range of a spreadsheet. Use when you need to update or overwrite existing cell values in a specific range.
  • Spreadsheet
  • Range (A1 Notation)
  • Value Input Option
  • Values (2D Array)
Get Sheet NamesList all worksheet names from a specified spreadsheet (which must exist).
  • Spreadsheet
Sheet from JSONCreates a new Google Spreadsheet and populates its first worksheet from 'sheet_json'.
  • Spreadsheet Title
  • New Sheet Name
  • Sheet Data (JSON Array)
Query TableUsed to query a table in a spreadsheet.
  • Spreadsheet
  • SQL Query
Create Google SheetCreates a new spreadsheet in Google Drive.
  • Spreadsheet Title
Values GetReturns a range of values from a spreadsheet. Use when you need to read data from specific cells or ranges in a Google Sheet.
  • Spreadsheet
  • Range (A1 Notation)
Spreadsheets Values AppendAppends values to a spreadsheet. Use when you need to add new data to the end of an existing table in a Google Sheet.
  • Spreadsheet ID
  • Target Range (A1 Notation)
  • Values Input Option
  • Values to Append (Rows/Columns Array)

How to disconnect the Google Sheets app

  1. Sign in to the Zoom App Marketplace as an account admin or owner.
  2. In the top-right corner, click Manage.
  3. In the navigation menu, click Added apps, then Google sheets.
  4. Click Connections.
  5. Click the ellipsis icon  , then Disconnect.
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Google Sheets app configuration data is deleted automatically when you remove the Google Sheets app from the Zoom App Marketplace.

How to enable Zoom Virtual Agent Google Sheet integration

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Product configuration.
  4. Click AI Studio, then Integrations.
  5. Under Integrations, search for Google Sheets, then click Connect.
  6. A new tab will open to begin the authentication process.
  7. When Google Sheet requests access to your account, click Accept, then Confirm to complete the connection.
  8. Once authentication is successful, the integration will appear on your Integrations page.
  9. In the navigation menu, click AI Studio then Integrations.
    You will see the Google Sheet application with a Connected status.

How to reconnect the Google Sheet integration

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Product configuration.
  4. Click AI Studio, then Integrations.
  5. In the upper right corner, click the four horizontal lines.
  6. In the Status column of the disconnected integration, click Re-connect.
    You will be taken to the page where you can edit the integration details.
  7. (Optional) Edit the integration details.
  8. Click Save.
    A new tab will open to begin the authentication process.
  9. In the navigation menu, click AI Studio then Integrations.
    You will see the application with a Connected status.

How to use Google Sheet integration with ZVA Voice/Chat agents

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the top-right corner, click your profile picture or initials, then click Admin Center.
  3. In the side menu, click Product configuration.
  4. Click AI Studio, then Tool Templates.
  5. Click the Marketplace tab.
  6. Expand Google Sheet for Zoom to view the list of supported tools:
  7. Create a voice or chat agent and use the desired Google Sheet tools accordingly.

Data security

Communications between this app and Zoom/Google are encrypted:

This app stores access credentials in the local data store:

How your data is used

This app has access to the following information on Google Sheets:

This app has the following permissions on Zoom: