Using Google Sheets with AI Companion 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 AI Companion and Zoom Virtual Agent

AI Companion requirements

Zoom Virtual Agent requirements

Table of Contents

How to use Google Sheets in AI Companion on the web personal workflows

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Authorizing Google Sheets allows AI Companion to access your Google spreadsheets and content for automated creation and management.
  1. Sign in to the Zoom web portal and navigate to AI Companion on the web.
  2. In the navigation menu, click Workflows.
  3. Under Workflows, click + Create.
  4. In the Search all nodes field, enter Google Sheets.
  5. Click Google Sheets.
  6. When prompted, click Authenticate to log in to your Google account.
  7. Select from the available predefined nodes.

Nodes available for Google Sheets in personal workflows

The following workflow nodes are available when Google Sheets is connected to AI Companion on the web. 

 
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.
  2. In the navigation menu, click AI Studio then Integrations.
  3. In the Marketplace section, search for Google Sheet then click Connect.
    A new tab will open to begin the authentication process.
  4. When Google Sheet requests access to your account, click Accept, then Confirm to complete the connection.
  5. Once authentication is successful, the integration will appear on your Integrations page.
  6. 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.
  2. In the navigation menu, click AI Studio then Integrations.
  3. In the upper right corner, click the four horizontal lines.
  4. 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.
  5. (Optional) Edit the integration details.
  6. Click Save.
    A new tab will open to begin the authentication process.
  7. 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. In the navigation menu, click AI Studio then Tool Templates.
  2. Click the Marketplace tab.
  3. Expand Google Sheet for Zoom to view the list of supported tools:
  4. 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: