Integration Setup Guide

Connect Google Sheets to IntelBuddy

Read, write, and analyze spreadsheet data through natural conversation. Your data, just a message away.

Schedule, manage, and share Zoom meetings directly from your chatbot. No tab-switching needed.

Read Data

"Show the sales numbers from the Q1 sheet" — instant data retrieval.

Write & Append

"Add a new row with today's leads" — update sheets in real time.

Analyze Data

"What's the average deal size this month?" — ask questions about your data.

Search Rows

"Find the row for customer Acme Corp" — search across columns.

List Sheets

"What tabs are in the tracker spreadsheet?" — browse sheet structure.

Bulk Operations

"Update status to 'Done' for all completed tasks" — batch updates.

Before You Start

Prerequisites

A Google account

Personal Gmail or Google Workspace — both work.

A Google Cloud project with Sheets API enabled

Create OAuth credentials at console.cloud.google.com ↗

An IntelBuddy subscription

ENGAGE tier or above (External Tools available from ENGAGE).

A Google account

Personal Gmail or Google Workspace — both work.

An IntelBuddy subscription

ENGAGE tier or above (External Tools available from ENGAGE).

A Google Cloud project with Sheets API enabled

Create OAuth credentials at console.cloud.google.com ↗

Step-by-Step

Setup Instructions

Connect Google Sheets to IntelBuddy using OAuth in about 10 minutes.

1
1

Enable the Google Sheets API

Turn on the Sheets API in your Google Cloud project.

Select or create a project

Go to APIs & Services → Library

Search for "Google Sheets API"

Click on it and click "Enable"

☁️

Google Cloud Console

📚

API Library

📋

Google Sheets API

Enabled

Same project as Calendar? If you already set up Google Calendar with IntelBuddy, reuse the same Cloud project. Just enable the Sheets API alongside Calendar.

2
2

Create OAuth Credentials

Generate a Client ID and Client Secret for Sheets access.

Go to APIs & Services → Credentials

Click "+ Create Credentials" → "OAuth client ID"

Set application type to "Web application"

Name it (e.g. "IntelBuddy Sheets")

Under "Authorized redirect URIs", add the redirect URL from IntelBuddy (see Step 4)

Click "Create"

Copy the Client ID and Client Secret

console.cloud.google.com → APIs & Services → Credentials

🔑 OAuth Client Created

CLIENT ID

987654321-xyzabc.apps.googleusercontent.com

987654321-xyzabc.apps.googleusercontent.com

CLIENT SECRET

GOCSPX-ShEeTs1234AbCdEfGh

GOCSPX-ShEeTs1234AbCdEfGh

Copy All

3
3

Configure the OAuth Consent Screen

Set up the consent screen for authorizing spreadsheet access.

Go to APIs & Services → OAuth consent screen

Choose "External" user type (or "Internal" for Workspace)

Fill in App name and support email

Under Scopes, add: https://www.googleapis.com/auth/calendar

Under Test users, add your Google email

Click "Save and Continue"

Scope explanation: The spreadsheets scope grants read and write access. IntelBuddy only accesses sheets you explicitly reference in conversation.

4
4

Paste Into IntelBuddy

Enter your credentials and configure the redirect URI.

Go to Settings → Integrations → External Tools

Find Google Sheets → click "Configure"

Paste your Client ID and Client Secret

Copy the Redirect URI shown by IntelBuddy

Add this URI to Google Cloud's "Authorized redirect URIs"

Click "Save / Connect"

IntelBuddy → Settings → Integrations → Google Sheets

Configure Google Sheets

Client ID *

987654321-xyzabc.apps.googleusercontent.com

Client Secret *

GOCSPX-ShEeTs1234AbCdEfGh

COPY THIS REDIRECT URI TO GOOGLE CLOUD:

Save & Connect

Cancel

5
5

Authorize with Google

Click "Authorize" to open Google's consent screen and grant access.

Click the "Authorize with Google" button

Select your Google account

Review permissions and click "Allow"

You'll be redirected back to IntelBuddy

Google

IntelBuddy wants to access your Google Account

📋 See, edit, create, and delete all your Google Sheets spreadsheets

🔍 View the titles of spreadsheets you can access

Cancel

Allow

Revoke anytime at myaccount.google.com/permissions. IntelBuddy only touches sheets you mention.

6
6

Verify the Connection

The Google Sheets card should show "Connected".

Google Sheets

you@gmail.com

you@gmail.com

🟢

Connected

🎉

You're All Set!

Your IntelBuddy chatbot can now read, write, search, and analyze Google Sheets data.

Try It Out

Example Conversations

Here's what you can say to IntelBuddy now that Google Sheets is connected.

Quick Reference

Things You Can Say

Reading

"Show data from my … sheet"

"What's in row 5?"

"List all tabs in the tracker"

Writing

"Add a row with …"

"Update cell B5 to …"

"Append this data to …"

Analyzing

"What's the total of column D?"

"Average deal size this month?"

"How many rows have status X?"

Searching

"Find the row for Acme Corp"

"Which leads are Qualified?"

"Show rows where amount > $50k"

Need Help?

Troubleshooting

"redirect_uri_mismatch" error

The redirect URI in Google Cloud must exactly match IntelBuddy's — no trailing slash, no http vs https. Copy-paste directly.

"Sheets API not enabled" error

Go to Google Cloud → APIs & Services → Library and ensure the Google Sheets API (not Google Drive API) is enabled.

Can't find a specific spreadsheet

IntelBuddy can only access spreadsheets owned by or shared with the authorized Google account. Make sure the sheet is in your Drive or shared with you.

Writes go to the wrong cell or row

Be specific: "Add a row to the bottom of Sheet1" or "Update cell C14". If headers changed, IntelBuddy may map data differently.

"Access blocked: app not verified"

While in testing mode, only emails listed under Test users in the consent screen can authorize. Add your email there.

Large spreadsheets load slowly

Sheets with thousands of rows may take longer. Try referencing a range (e.g. "show rows 1–50") instead of the entire sheet.

Background

Research Like A Team. Think
Like An Expert.

Let your AI assistant handle the research. You focus on decisions that matter.

Background

Research Like A Team. Think Like An Expert.

Let your AI assistant handle the research. You focus
on decisions that matter.

Background

Research Like A Team. Think Like An Expert.

Let your AI assistant handle the research. You focus on decisions that matter.

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