Google Sheets

Google Sheets integration in Lleverage enables you to automate spreadsheet operations and data management workflows directly with your Google Sheets account. Create, update, and manage spreadsheets, worksheets, rows, and cells while maintaining comprehensive data processing and analysis capabilities seamlessly within your automated processes.

Key Features

• Spreadsheet management - Create new spreadsheets and manage existing ones

• Worksheet operations - Create, copy, delete, and list worksheets within spreadsheets

• Row manipulation - Add, update, delete, and find rows with flexible data handling

• Cell operations - Update individual cells, clear content, and add notes

• Data retrieval - Extract data from ranges, specific cells, or entire worksheets

• Comment system - Insert comments and anchored notes for collaboration

• Batch operations - Handle multiple rows and ranges efficiently

• Header support - Work with spreadsheets that have header rows

• Drive integration - Organize sheets within Google Drive folders

Key Google Sheets Concepts

Understanding Google Sheets Structure

• Spreadsheet: Main container file that holds all worksheets and data

• Worksheet (Sheet): Individual tab within a spreadsheet containing cells arranged in rows and columns

• Cell: Individual data container identified by column letter and row number (e.g., A1, B2, C10)

• Row: Horizontal line of cells across the worksheet

• Column: Vertical line of cells down the worksheet

• Range: Group of cells defined using A1 notation (e.g., A1:C10 means cells from A1 to C10)

• Header Row: First row of a worksheet containing column titles or field names

• A1 Notation: Standard way to reference cells and ranges (A1 = first cell, B1:D5 = range from B1 to D5)

Data Management Concepts

• Upsert: Update existing data or insert new data if it doesn't exist

• Key Column: Column used to identify unique records for updating or finding data

• Row Values: Complete set of data for one row across multiple columns

• Cell Value: Individual piece of data within a specific cell

• Start Index: Beginning position for operations (row or column number)

• End Index: Ending position for range operations

Google Drive Integration

• Drive Folder: Google Drive location where spreadsheets are stored

• Spreadsheet ID: Unique identifier for each Google Sheets file

• Worksheet ID: Unique identifier for each sheet tab within a spreadsheet

• My Drive: Default Google Drive location (appears as first option in dropdown)

How to Add Google Sheets Integration

1. Open the Add Action menu using one of three methods:

   • Click the "Add Action" button in the top left corner

   • Click on a connection circle on an existing action card

   • Click and drag from one action to create a connection

2. Navigate to Google Sheets integration:

   • Select "External Apps" from the categories

   • Search for "Google Sheets" in the provider list, or

   • Scroll down to find Google Sheets in the alphabetical list

3. Click on Google Sheets to view available actions

4. Select your desired Sheets action from the comprehensive list

How to Connect Your Google Sheets Account

Initial Setup

1. Click "Connect Google Sheets Account" in any Sheets action

2. Follow the Google authentication process

3. Grant necessary permissions for spreadsheet access and management

4. Your connected account will be available across all Sheets actions

💡 Permissions: Ensure you grant appropriate permissions for creating, reading, and modifying spreadsheets your workflows need to access.

How to Configure Google Sheets Actions

How to Create and Manage Spreadsheets

Create Spreadsheet

1. Connect your Google Sheets account

2. Enter Title for the new spreadsheet

3. Configure optional properties:

   • Drive: Choose Google Drive folder location

   • Folder: Specify subfolder for organization

💡 Use case: Automatically create new spreadsheets for monthly reports, generate project-specific data sheets, or establish new workbooks from workflow triggers.

Get Spreadsheet by ID

1. Connect your Google Sheets account

2. Select Spreadsheet ID from dropdown

3. Configure optional properties:

   • Drive: Specify drive location

💡 Use case: Retrieve spreadsheet metadata for workflow decisions, verify spreadsheet existence before operations, or get spreadsheet information for reporting.

How to Manage Worksheets

Create Worksheet

1. Connect your Google Sheets account

2. Select Spreadsheet ID from dropdown

3. Enter Title for the new worksheet

4. Configure optional properties:

   • Drive: Specify drive location

💡 Use case: Add new sheets for different data categories, create monthly tabs in yearly reports, or establish worksheet structure based on workflow requirements.

List Worksheets

1. Connect your Google Sheets account

2. Select Spreadsheet ID from dropdown

3. Configure optional properties:

   • Drive: Specify drive location

💡 Use case: Audit spreadsheet structure, retrieve available worksheets for data operations, or get worksheet lists for dynamic processing.

Copy Worksheet

1. Connect your Google Sheets account

2. Select source Spreadsheet ID from dropdown

3. Choose Worksheet ID to copy

4. Select destination Spreadsheet ID from dropdown

5. Configure optional properties:

   • Drive: Specify drive location

💡 Use case: Duplicate worksheet templates, copy data structures to new projects, or replicate successful worksheet formats across multiple spreadsheets.

Delete Worksheet

1. Connect your Google Sheets account

2. Select Spreadsheet ID from dropdown

3. Choose Worksheet ID to delete

4. Configure optional properties:

   • Drive: Specify drive location

⚠️ Warning: Worksheet deletion is permanent. Ensure you have backups of important data before deleting.

💡 Use case: Remove outdated worksheets, clean up temporary sheets, or delete worksheets when workflows determine they're no longer needed.

How to Work with Rows

Add Single Row

1. Connect your Google Sheets account

2. Select Spreadsheet ID and Worksheet ID from dropdowns

3. Check "Does the first row of the sheet have a header?" if applicable

4. If headers exist, select Values from dropdown to map data to columns

5. Configure optional properties:

   • Drive: Specify drive location

💡 Header Explanation: When you indicate the first row has headers, Google Sheets will show you the column names, making it easier to map your data to the correct columns.

💡 Use case: Add new records to data sheets, append form submissions to spreadsheets, or insert calculated results from workflows.

Add Multiple Rows

1. Connect your Google Sheets account

2. Select Spreadsheet ID and Worksheet ID from dropdowns

3. Enter Row Values (data for multiple rows)

4. Configure optional properties:

   • Drive: Specify drive location

   • Reset Row Format: Clear existing formatting

💡 Use case: Batch import data from external sources, add multiple calculated results, or populate spreadsheets with large datasets from workflows.

Update Row

1. Connect your Google Sheets account

2. Select Spreadsheet ID and Worksheet ID from dropdowns

3. Enter Row Number to specify which row to update

4. Check "Does the first row of the sheet have a header?" if applicable

5. Select Values from dropdown to specify new data

6. Configure optional properties:

   • Drive: Specify drive location

💡 Use case: Update existing records with new information, modify calculated values, or synchronize spreadsheet data with external systems.

Upsert Row

1. Connect your Google Sheets account

2. Select Spreadsheet ID and Worksheet ID from dropdowns

3. Choose Insert Cells/Column Values from dropdown

4. Enter Key Column to identify unique records

5. Configure optional properties:

   • Drive: Specify drive location

   • Key Values: Values to match for updates

   • Update Column Values: New data for matched records

💡 Upsert Explanation: "Upsert" means update if the record exists, or insert if it doesn't. The key column helps identify whether a record already exists.

💡 Use case: Maintain unique records in spreadsheets, update existing data or add new entries automatically, or synchronize external data while avoiding duplicates.

Update Multiple Rows

1. Connect your Google Sheets account

2. Select Spreadsheet ID and Worksheet ID from dropdowns

3. Enter Range using A1 notation (e.g., A2:D10)

4. Provide Row Values for the specified range

5. Configure optional properties:

   • Drive: Specify drive location

💡 Range Example: A2:D10 means start at cell A2 and end at cell D10, covering 4 columns and 9 rows of data.

💡 Use case: Update blocks of data efficiently, refresh calculated ranges, or synchronize multiple records in batch operations.

Find Row

1. Connect your Google Sheets account

2. Select Spreadsheet ID and Worksheet ID from dropdowns

3. Enter Column to search in

4. Enter Value to search for

5. Configure optional properties:

   • Drive: Specify drive location

   • Export Row: Include row data in results (checkbox)

💡 Use case: Locate specific records in large spreadsheets, find rows matching criteria for updates, or verify data existence before processing.

Delete Rows

1. Connect your Google Sheets account

2. Select Spreadsheet ID and Worksheet ID from dropdowns

3. Enter Start Index (first row to delete)

4. Configure optional properties:

   • Drive: Specify drive location

   • End Index: Last row to delete (for range deletion)

💡 Use case: Remove outdated records, clean up temporary data, or delete rows based on workflow conditions.

Clear Rows

1. Connect your Google Sheets account

2. Select Spreadsheet ID and Worksheet ID from dropdowns

3. Enter Start Index (first row to clear)

4. Configure optional properties:

   • Drive: Specify drive location

   • End Index: Last row to clear

💡 Clear vs Delete: Clear removes content but keeps the row structure, while delete removes the entire row and shifts others up.

💡 Use case: Reset data while maintaining structure, clear temporary calculations, or prepare rows for new data input.

How to Work with Individual Cells

Update Cell

1. Connect your Google Sheets account

2. Select Spreadsheet ID and Worksheet ID from dropdowns

3. Enter Cell reference using A1 notation (e.g., A1, B5, C10)

4. Enter Cell Value (new data for the cell)

5. Configure optional properties:

   • Drive: Specify drive location

💡 Cell Reference Examples: A1 (first cell), B5 (column B, row 5), Z100 (column Z, row 100)

💡 Use case: Update specific calculated values, modify individual data points, or set formula results in precise locations.

Get Cell

1. Connect your Google Sheets account

2. Select Spreadsheet ID and Worksheet ID from dropdowns

3. Enter Cell Number using A1 notation

4. Configure optional properties:

   • Drive: Specify drive location

💡 Use case: Retrieve specific values for workflow decisions, get calculated results, or extract individual data points for processing.

Clear Cells

1. Connect your Google Sheets account

2. Select Spreadsheet ID and Worksheet ID from dropdowns

3. Enter Cell reference to clear

4. Configure optional properties:

   • Drive: Specify drive location

💡 Use case: Reset specific calculations, clear temporary values, or prepare cells for new data input.

How to Retrieve Data

Get Data from Sheets

1. Connect your Google Sheets account

2. Select Spreadsheet ID and Worksheet ID from dropdowns

3. Configure optional properties:

   • Drive: Specify drive location

   • Range: Specify range using A1 notation (e.g., A1:D10, B:B for entire column)

💡 Range Examples:

• A1:D10 (rectangular area from A1 to D10)

• A:A (entire column A)

• 1:1 (entire row 1)

• B2:E (from B2 to end of column E)

💡 Use case: Extract data for analysis, retrieve ranges for processing, or get worksheet content for integration with other systems.

How to Add Comments and Notes

Insert Comment

1. Connect your Google Sheets account

2. Select Spreadsheet ID from dropdown

3. Enter Cell Number where comment should be added

4. Enter Comment text

5. Configure optional properties:

   • Drive: Specify drive location

   • Worksheet ID: Specify which sheet

💡 Use case: Add automated explanations to calculations, provide context for data changes, or insert workflow-generated notes for team collaboration.

Insert Anchored Note

1. Connect your Google Sheets account

2. Select Spreadsheet ID from dropdown

3. Enter Cell Number for note location

4. Enter Comment text for the note

5. Configure optional properties:

   • Drive: Specify drive location

   • Worksheet ID: Specify target worksheet

💡 Notes vs Comments: Notes are simpler text annotations, while comments support rich formatting and collaboration features.

💡 Use case: Add simple explanations to data points, provide calculation notes, or insert automated documentation from workflows.

Understanding Complex Google Sheets Operations

Working with Headers When a spreadsheet has headers in the first row:

• Check the "Does the first row have headers?" checkbox

• This reveals column names in dropdowns for easy data mapping

• Headers help ensure data goes to the correct columns

• Makes it easier to work with structured data

Drive and Folder Organization

• My Drive appears as the default option in drive dropdowns

• You can organize spreadsheets in specific Google Drive folders

• Drive selection affects where new spreadsheets are created

• Folder organization helps maintain clean workspace structure

A1 Notation System Google Sheets uses A1 notation for cell references:

• Single cells: A1, B5, Z100

• Ranges: A1:D10 (rectangle), A:A (entire column), 1:1 (entire row)

• Open ranges: A1:D (from A1 to end of column D)

Row and Column Indexing

• Row numbers start at 1 (first row)

• Column letters start at A (first column)

• Start Index: Beginning position for operations

• End Index: Ending position for range operations

Important Considerations

• Spreadsheet IDs and Worksheet IDs are unique identifiers required for most operations

• A1 notation is the standard way to reference cells and ranges in Google Sheets

• Header row detection helps with data mapping and organization

• Upsert operations combine update and insert functionality for efficient data management

• Drive folder selection affects where new files are created and stored

• Clear operations remove content while maintaining structure, delete operations remove entire rows/columns

• Range operations allow efficient batch processing of multiple cells or rows

⚠️ Data Management: Always verify cell references and ranges before executing operations. Incorrect ranges can overwrite important data.

How Google Sheets Actions Work in Your Workflow

1. Add the appropriate Sheets action based on your data management needs

2. Connect your Google Sheets account securely

3. Configure required fields (spreadsheet ID, worksheet ID, cell references, etc.)

4. Set optional properties for drive organization and advanced functionality

5. Connect the action to other workflow steps as needed

6. When the workflow runs, the Sheets action will execute the specified operation

7. Spreadsheet data becomes available as variables for subsequent workflow actions

Common Workflow Patterns

Data Collection and Reporting

• Create new spreadsheets for monthly or project-specific reports

• Add rows automatically from form submissions or external data sources

• Update existing records with new information from workflows

• Generate comprehensive reports using data from multiple sources

Data Processing and Analysis

• Retrieve data from specific ranges for analysis

• Update calculated values based on external system changes

• Clear and refresh data ranges for new processing cycles

• Find and update specific records based on criteria

Spreadsheet Organization and Management

• Create and organize worksheets for different data categories

• Copy successful worksheet templates to new projects

• Delete outdated worksheets and clean up data structure

• Add comments and notes for team collaboration and documentation

Integration and Synchronization

• Upsert data to maintain synchronized records with external systems

• Update multiple rows efficiently for batch data operations

• Retrieve specific cell values for workflow decision making

• Clear and prepare spreadsheets for fresh data input

💡 Best Practice: Use Google Sheets actions to seamlessly integrate spreadsheet operations into your business processes - from automated data collection and reporting to comprehensive data analysis and team collaboration across complex data management workflows. Always use header detection and proper A1 notation for reliable data operations.