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AI Reads Google Sheets Data

 

SOP: Setting Up a Knowledge Base for Lead Indicator Software Using Google Sheets and Buildship

Purpose

This guide provides a step-by-step approach to creating a knowledge base for the Lead Indicator software, using Google Sheets and Buildship as a no-code backend solution. This allows the Lead Indicator software to fetch real-time property or data-related information from a spreadsheet (e.g., Google Sheets) via a REST API.

Requirements

  1. Software:

    • Google Sheets for managing structured data.
    • Buildship (no-code backend builder).
    • Lead Indicator software for integration.

  2. Data:

    • A prepared Google Sheet with structured information (e.g., property details like address, price, etc.).

  3. Accounts:

    • Google account for Google Sheets.
    • Buildship account (free or paid, depending on usage).

Step-by-Step Process

Step 1: Prepare Your Spreadsheet

  1. Open Google Sheets and create a new sheet.
  2. Populate the sheet with relevant data. Example:
    • Columns: Date Listed, Price, Address, Zip Code, Square Footage, Bedrooms, Bathrooms.
  3. Name your Google Sheet and note the sheet tab name (bottom left corner). This name will be used in Buildship.

Step 2: Configure Buildship

  1. Log in to Buildship:
    • If you don’t have an account, create one at Buildship.
  2. Create a New Workflow:
    • Click the "+" button to create a new workflow.
  3. Add a Pre-Built Node:
    • Select the "Sheets" node (pre-configured).
    • Choose "Get Sheets" as the operation.
  4. Connect to Google Sheets:
    • Click the "Auth" or Connect button in the Sheets node.
    • Authorize access to your Google account.
  5. Enter Sheet Details:
    • Copy the Google Sheet URL and paste it into the designated field in Buildship.
    • Enter the exact tab name from your spreadsheet.
  6. Set Output:
    • Ensure the output format is set to Get Sheets.

Step 3: Configure REST API Endpoint

  1. Add a Trigger:
    • In the workflow, set the trigger to REST API call.
    • Define the endpoint path (e.g., /get_property_info).
  2. Activate Workflow:
    • Save and activate the workflow.
  3. Copy the API Endpoint:
    • After activating, copy the API endpoint URL provided in the top-right corner.

Step 4: Integrate with Lead Indicator Software

  1. Go to the Lead Indicator Software's Tool Configuration:
    • Navigate to Tools and Abilities > Add Tool.
  2. Create a Custom Tool:
    • API Endpoint: Paste the API endpoint from Buildship.
    • Tool Name: Enter a name like Property Info Fetcher.
    • Description: Write a brief explanation of the tool's purpose (e.g., "Fetch property details based on user query").
  3. Save and Activate the Tool.

Step 5: Set Up Automation

  1. Create an Automation Trigger:
    • Trigger: When a user makes a query (e.g., “Can I get property info?”), assign an active tag.
  2. Response Action:
    • Automatically fetch data from the custom tool and send a response.
    • Example response: “We have 2 properties in Buffalo, NY. One at 64 Burge Lane listed for $219K.”
  3. Test Workflow:
    • Test the query by simulating user interaction within the Lead Indicator software.
    • Verify that the fetched data matches the spreadsheet details.

Validation Checklist

  • Google Sheet is populated with relevant data and shared with the appropriate permissions.
  • Buildship workflow is active and connected to the Google Sheet.
  • API endpoint is functional and tested.
  • Custom tool is added and integrated with the Lead Indicator software.
  • Automation is triggering correctly, fetching, and responding with accurate data.

Example Use Case

  • Input (User Query): “Tell me about properties in Buffalo, NY.”
  • System Response: “We have two properties: one at 64 Burge Lane listed at $219K and another at 125 Maple Ave listed at $189K.”

 

Support

For assistance, contact support@buildship.ai or your platform administrator.

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