Connect Google Sheets and Expertise can pull numbers straight into a conversation and keep trackers up to date for you: pipeline exports, deal logs, target lists. Reads are instant; appending or changing values pauses for your approval first.

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What you can ask

“Pull the current pipeline from the Q3 forecast sheet and tell me what’s slipping.”
“Find the row for Acme Corp in the deal tracker and tell me the stage and close date.”
“Log today’s five new leads to the prospecting tracker.” (asks for approval first)
“Update the Acme row’s stage to Negotiation.” (asks for approval first)
“Create a new sheet to track this quarter’s renewals.” (asks for approval first)

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Connecting

  1. Open Connections in the dashboard and click Google Sheets → Connect.
  2. Sign in with Google and approve the requested access.
  3. Ask Expertise to find a spreadsheet to confirm it’s live.
You can disconnect from the Connections page any time, or revoke access under your Google Account’s Security → Third-party access.

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Tools

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Good to know

  • Naming a sheet is enough. Say “the Q3 forecast” and Expertise finds it, checks its tabs and layout, and confirms the range before reading or writing.
  • Appending is additive, updating overwrites. Logging a new lead adds a row; changing a deal’s stage overwrites the cell in place, Expertise picks the right one based on what you asked for.
  • Every write pauses for your approval, the approval card shows the exact spreadsheet, range, and values before anything is saved.

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Troubleshooting

Try naming it more specifically, or check it’s in the connected Google account’s Drive rather than one only shared to a different account.
Ask Expertise to confirm the sheet name and range first, spreadsheets with multiple tabs can have similar-looking ranges on different sheets.