Turn your Google Sheet into a simple chat assistant that answers sales questions like which customer is the biggest or who matches a certain value. Great for sales and ops teams that need fast answers without digging through rows. Team members type a question and get a clear reply in seconds.

A chat trigger starts the conversation, then an AI agent powered by OpenAI chooses the right tool to read the sheet. The agent can list all column names, pull every value from one column, or fetch a full row for one customer. A sub workflow uses Google Sheets to load data by URL and routes it with a switch based on the requested operation. Set and Code nodes format the results so the agent can explain them in plain language without loading the whole file.

Connect a Google account with access to the sheet and add an OpenAI API key. Update the Google Sheet URL in the Set node and keep the full link including gid. Expect faster answers, fewer ad hoc data requests, and more time for selling. Ideal for account reviews, quick customer checks, and weekly pipeline syncs.

• Chat Trigger starts a conversation so users can ask plain questions
• AI Agent uses the OpenAI Chat Model to pick the right data tool
• List columns tool reveals all available fields before querying
• Get customer tool returns a full row by row number with all columns
• Get column values tool pulls one column for every customer with row numbers
• Google Sheets node reads the sheet by a single URL for easy setup
• Switch node routes calls based on the requested operation
• Filter and Set nodes shape the data so results are clean and focused
• Code node packages outputs into a clear JSON response for the agent

• Reduce manual lookups from 20 minutes to under 1 minute per question
• Automate up to 80% of ad hoc sales data questions with a chat prompt
• Improve accuracy by pulling answers directly from the live sheet
• Handle more requests at once by letting the agent serve multiple users
• Connect Google Sheets and AI without moving data to another tool

1. Import the template into n8n: Create a new workflow in n8n > Click the three dots menu > Select 'Import from File' > Choose the downloaded JSON file.
2. You'll need accounts with Google Sheets and OpenAI. See the Tools Required section above for links to create accounts with these services.
3. In n8n, double click the OpenAI Chat Model node. In the 'Credential to connect with' dropdown, click 'Create new credential', then follow the on screen instructions. Create an API key in your OpenAI account and paste it into the credential.
4. Double click the Google Sheets node named 'Get Google sheet contents'. In the credential dropdown, click 'Create new credential' and follow the on screen steps to connect your Google account. Make sure this account can view the target spreadsheet.
5. Open the 'Set Google Sheet URL' node and replace the sample URL with your sheet link. Include the full URL with the gid so the correct tab is used.
6. Confirm access: open the sheet in your Google account and verify the connected account has at least Viewer rights. If the sheet is owned by another domain, request share access.
7. Test the sub workflow path: click 'Execute Workflow' and check that the 'Check operation' node routes to column_names, row, or column_values based on the tool call.
8. Open the AI Agent panel and click the Chat button. Ask a basic question like Which is our biggest customer. Verify a clear answer returns from your sheet.
9. If results are empty, check that column names in the sheet match exactly. Use the 'list_columns' tool in chat to see the field names the agent sees.
10. If you see permission or 403 errors, re authenticate the Google Sheets credential and confirm the sheet URL is correct. If answers look too long, reduce sheet size or narrow columns with the tools.