Chat with a Google Sheet using AI#

Use SMS-iT Workflow to bring your own data to AI. This workflow uses the Chat Trigger to provide the chat interface, and the Call SMS-iT Workflow Workflow Tool to call a second workflow that queries Google Sheets.

View workflow file

Key features#

This workflow uses:

  • Chat Trigger: start your workflow and respond to user chat interactions. The node provides a customizable chat interface.
  • Agent: the key piece of the AI workflow. The Agent interacts with other components of the workflow and makes decisions about what tools to use.
  • Call SMS-iT Workflow Workflow Tool: plug in SMS-iT Workflow workflows as custom tools. In AI, a tool is an interface the AI can use to interact with the world (in this case, the data provided by your workflow). The AI model uses the tool to access information beyond its built-in dataset.

Using the example#

To load the template into your SMS-iT Workflow instance:

  1. Download the workflow JSON file.
  2. Open a new workflow in your SMS-iT Workflow instance.
  3. Copy in the JSON, or select Workflow menu Workflow menu icon > Import from file....

The example workflows use Sticky Notes to guide you:

  • Yellow: notes and information.
  • Green: instructions to run the workflow.
  • Orange: you need to change something to make the workflow work.
  • Blue: draws attention to a key feature of the example.