Google Sheets

Google Sheets: Permissions and setup

Automate spreadsheet tasks, sync data, and generate reports with the Google Sheets integration.

Integrate Google Sheets with Atomicwork to automate spreadsheet operations directly within your workflows. This integration enables you to retrieve data, create new spreadsheets, and perform advanced API calls to streamline reporting, data synchronization, and collaborative processes.

Permissions

The integration requires the following OAuth scopes to function correctly:

• Full access: Allows reading, writing, creating, and updating spreadsheets.
• Read-only access: Allows viewing spreadsheet data without modification.

OAuth tokens are automatically refreshed by the system to ensure uninterrupted workflow execution.

If you provide read-only access, the only workflow action available to you will be Get Rows.

Connect your Google Sheets account

To start using these actions, you must first connect your Google Sheets account to Atomicwork:

1. Navigate to Atomicwork > Settings > App Store > Google Sheets
2. Click Connect.
3. Follow the prompts to authorize Atomicwork to access your Google account.

Available Google Sheets actions

You can perform the following actions within your workflows using the Google Sheets integration:

• Get Rows Data: Retrieves data for every row between a specified minimum and maximum row value, including title row data. This is useful for reading configuration data or reference lists to drive workflow logic. You will need to specify the Spreadsheet ID, Worksheet ID, and the row range.
• Create Spreadsheet: Programmatically creates new spreadsheets. This action is ideal for generating automated reports or creating audit trails for workflow executions.
• Call API: A flexible API proxy action that allows you to make arbitrary HTTP calls to any Google Sheets API endpoint. It supports all standard HTTP methods (GET, POST, PUT, PATCH, DELETE) and automatically handles the base URL (https://sheets.googleapis.com) and authorization headers. This enables advanced operations like appending rows, updating specific cells, or performing batch updates.

Common use cases

Customers leverage the Google Sheets integration for various automation scenarios:

• Shift-Based Ticket Assignment: A customer implemented roster-based auto-assignment where tickets are routed based on day-of-week scheduling. For example, one agent handles support tickets during IST hours while another manages PST hours, with the workflow reading user information from the connected Google Sheet to automatically assign tickets accordingly.
• Software Access Approvals: A customer needed to handle software access approvals for 76 applications, each with different approvers. Rather than creating 76 individual approval policies, they used the Google Sheets integration to dynamically fetch approvers and route approvals

Customers also use the Google Sheets integration for:

• Data Export and Reporting: Automatically export data from your systems to Google Sheets for analysis or generate automated reports accessible in a familiar format.
• Data Synchronization: Keep Google Sheets data in sync with your systems by periodically reading and updating rows, or use sheets as a lightweight data source for business rules.