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Data & reporting · Integration

Put the numbers in your spreadsheets to work.

Whatever your practice tracks in a spreadsheet, your agents can read it, act on it, and keep it up to date.

Every practice keeps something important in a spreadsheet: caseload targets, referral sources, session counts, a waitlist, a rate card. Connect the sheet and your agents can read what is in it, act on what it says, and write back to it, without anyone exporting a thing.

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What it does

What the Google Sheets integration does.

You describe what the step should do in your own words. The agent works out which rows and columns it needs, and gets on with it.

  • Reads any sheet you point it at, whatever it holds.

  • Works out your columns for itself, so there is nothing to map.

  • Respects dropdown columns and picks from the values you allow.

  • Adds rows when a step should record something.

  • Lets later steps branch on whatever the sheet said.

  • Connects with a Google sign-in. You pick the exact spreadsheet and tab.

Examples

What your agents do with Google Sheets.

  • 01

    KPIs that trigger something

    You track sessions, revenue, or caseload in a sheet and want to act when a number moves. A step reads the figures and the workflow branches on them, so a target being missed becomes a Slack message rather than something noticed at month end.

  • 02

    The reference table only you have

    Your rates, your referral partners, your accepted plans by state. Facts that live nowhere else. The agent reads the sheet before it acts, so its replies and decisions use your real numbers instead of a guess.

  • 03

    A log that keeps itself

    You want a running record of what happened, in a tool your whole team can already open. Steps append rows as things occur. The sheet stays current, and your existing formulas and charts keep working on top of it.

Getting connected

How Google Sheets connects to Vybz.

Step 1

Connect Google

An admin approves access in a standard Google sign-in popup.

Step 2

Pick spreadsheet and tab

Each Sheets step is pinned to one file and one tab, so it can only touch the data you chose.

Step 3

Say what it should do

Write the instruction in plain language. The agent reads the sheet, works out the columns, and does the rest.

FAQ

Frequently asked questions.

What kind of data can Vybz work with?

Anything you keep in a sheet. KPIs and targets, referral sources, rate cards, waitlists, accepted plans by state, a running log. If it is in rows and columns, an agent can read it and act on it.

Do I have to map my columns first?

No. The agent inspects the sheet and works out what the columns mean before it does anything. If a column only accepts certain values, it picks from those rather than writing something the sheet would reject.

Can a workflow decide what to do based on my sheet?

Yes. A step reads the rows it needs and later steps branch on what came back, so a figure in a spreadsheet can change what the workflow does next.

Can it change or delete my existing rows?

No. Agents can read your sheet and add new rows to it. They cannot edit or remove what is already there, so your existing data is safe.

Which Google account gets connected?

Your organization connects one Google account with access to the sheets you care about. You approve it with a standard Google sign-in and can revoke it anytime.

Get started

Bring AI agents to your Google Sheets workflow.

See how Vybz agents work with the tools your practice already uses. We'll walk you through it on a live demo.

Request a demoSee live demos