Google Sheets and WhatsApp Business

Connect Google Sheets to your company’s WhatsApp Business AI.

The integration allows you to connect a spreadsheet to Whatsplaid so the agent can retrieve up-to-date data before responding to customers, leads, and support requests on WhatsApp.

Enable integration See step-by-step

Data source

Assistant on WhatsApp

Connected flow Connected source

Selected spreadsheetThe team selects the spreadsheet in the Knowledge Base.

origin

Synchronized dataThe system updates the database used by the agent.

sync

Contextual responseThe AI responds based on the updated spreadsheet.

Spreadsheet

The team maintains the data in Google Sheets.

Synchronization

Whatsplaid uses the processed version of the font.

Consultation

The agent uses the available information.

Answer

The customer receives guidance on WhatsApp.

Integration scope

What this connection does and what its limits are.

See how data flows, which requirements apply, and what depends on the configuration you choose.

Mode

Direct connection to Google Sheets via Knowledge Base

Data retrieved

Selected spreadsheet data prepared as the agent's source.

Records created or updated

The connection uses the spreadsheet as the source for lookup and does not promise to create or modify cells.

Direction

Google Sheets → Knowledge Base → agent responses.

Trigger and frequency

The spreadsheet is processed after connection and becomes the agent's data source.

Prerequisites

Authorized Google account, spreadsheet accessible and data organized into clear columns.

Plan required

Availability and processing limits according to the subscribed plan.

Limitações

The quality of the response depends on the structure, clarity, and currency of the spreadsheet; it is not equivalent to querying the entire system in real time.

Step by step

How to integrate Google Sheets and WhatsApp with Whatsplaid.

In ADMIN, Google Sheets is integrated into the assistant's Knowledge Base. After connecting your Google account, the selected spreadsheet will be synchronized automatically.

STEP 01

Connect your Google account

In the Whatsplaid dashboard, connect your Google account to enable the selection of spreadsheets in the Knowledge Base module.

account

STEP 02

Choose the spreadsheet

Select the spreadsheet the agent should use. The ADMIN automatically prepares the first available tab for synchronization.

source

STEP 03

Organize the data

Use clear columns for information such as products, policies, deadlines, prices, responses, units, rules, availability, or internal lists.

structure

STEP 04

Sync the database

After selection, synchronization starts automatically and the spreadsheet is sent for processing in the Knowledge Base.

sync

STEP 05

Test real questions

Validate whether the agent responds correctly using the spreadsheet data before releasing the flow to customers.

validation

What connects

The spreadsheet can act as a database for the agent.

Google Sheets is useful when a company wants to keep operational data in a simple place that can be edited by the team and synchronized with Whatsplaid for more up-to-date responses.

Tables

Structured data

Products, services, prices, deadlines, units, regions, rules, and lists can be organized into columns.

Operation

Update by the team

The operation itself can edit the spreadsheet without relying on deploys, recurring manual imports, or a custom system.

Synchronization

Synchronized version of the database

The system processes the spreadsheet as the agent's source; the exact update frequency needs to be confirmed.

Contextual responses

The agent uses the spreadsheet as a reference to reduce generic responses and guide the customer with real data.

When to use

Google Sheets is a fast bridge between operations and AI.

It does not need to replace an entire system, but it can serve as a practical database for information that changes frequently and needs to reach customer support.

See how the AI knowledge base works or get to know the API for custom queries and integrations.

Catálogo

Products, services, and listingsUse the spreadsheet to organize information the agent can reference during the conversation.

Policies

Updated rules and conditionsCentralize deadlines, instructions, restrictions, served regions, and default responses.

Living base

Update without re-uploading fileOnce connected, Google Sheets eliminates the need to export, save, and resend spreadsheets manually.

Team

Less technical dependencyThe team responsible for data can maintain the source of knowledge in a tool they are familiar with.

Common questions about Google Sheets and Whatsplaid.

Can Google Sheets become a database?

It can act as a database for the agent, mainly for simple tables and operational information. The difference is that the team continues editing everything in Google Sheets, while Whatsplaid syncs the content for the AI to consult.

Is the synchronization real-time?

The spreadsheet is processed as the agent's source, but this page does not guarantee real-time querying for each message. Responses reflect the synchronized version, and significant changes should be validated before use in production.

Does the integration send WhatsApp conversations and reports to Google Sheets?

Not in this flow. The integration described on this page uses Google Sheets as the agent's knowledge source. To export events or conversation data to other systems, consider the API, webhooks, or a dedicated automation.

Does the agent always respond with the updated spreadsheet?

The goal is for the agent to respond based on the most recently synchronized version. Therefore, after significant changes, it is advisable to validate the responses in the dashboard before relying on them in production.

What kind of information can I put in the spreadsheet?

Catalogs, prices, availability, policies, frequently asked questions, units, hours, served regions, business rules, and internal data that help the agent respond better.

Do I need to select a specific tab?

The current flow automatically prepares the first available sheet tab for synchronization. Therefore, the main tab must be clean, organized, and ready for consultation.

When is it better to use an API instead of Google Sheets?

Use the API when you need to query transactions, orders, inventory, or complex rules in real time in the source system. Use Google Sheets when the operation requires a simple, editable, and frequently synchronized data source.

Base de Conhecimento

Connect a spreadsheet to the Whatsplaid agent.

Turn Google Sheets tables into an up-to-date source for customer service, sales, support, and WhatsApp responses.

Enable integration