How to Create a Chatbot with Botsheets Using Google Sheets

Updated

You create a chatbot in Botsheets by connecting a Google Drive or Google Sheet as its data source, then telling the AI what data you want it to collect or discuss. Botsheets handles the conversation and writes the results back to Google Sheets. This works for two main setups: a chatbot that replaces a form and collects data, or a chatbot that answers questions about your sheet data with tables and visualizations. No coding is required, and the site describes setup as taking about 2 minutes.

What you need before starting

  • A Google account with the Google Sheet or Drive folder you want the bot to use.
  • A clear idea of the data you want to collect (for a form-replacement bot) or the data you want the bot to talk about (for a data Q&A bot).
  • A place to share the bot: a direct link or a webpage where you can embed it.

The site's Get Started flow states no credit card is needed and that it works immediately. Pricing details are on the separate Pricing page; check that page for current plan limits before you commit.

Option A: Build a chatbot that collects data (form replacement)

Use this when you want conversations to replace a form and deliver structured answers into a spreadsheet.

  1. Connect your Google Drive. In the Botsheets dashboard, connect the Google Drive that will hold the destination sheet.
  2. Tell the AI what to collect. Describe the fields you want, such as name, email, budget, or project details. Botsheets uses this to ask and answer questions during the conversation.
  3. Test the conversation. Open the bot and go through it as a user would. Confirm the AI asks for each field you specified and handles follow-up answers.
  4. Check the sheet. After a test conversation, open the connected Google Sheet and verify the extracted data landed in the expected columns.
  5. Share it. Send the direct link or embed the bot on your webpage.

Expected result: each conversation produces a row of data in your sheet without manual copying.

Common snags

  • If the bot skips a field, your instruction to the AI was probably too vague. Name each field explicitly.
  • If data lands in the wrong place, recheck which Drive and sheet the bot is connected to.

Option B: Build a chatbot that talks about your data

Use this when you want people to ask natural-language questions and get tables or visualizations back.

  1. Connect Google Sheets. Point Botsheets at the sheet that holds your data.
  2. Confirm the bot reads the right range. Make sure the sheet contains the columns and rows you expect the bot to reference.
  3. Ask test questions. Try questions a real user would ask and check that the returned tables and visualizations match the sheet.
  4. Share the link or embed it. The same sharing step applies: direct link or webpage embed.

Expected result: users get answers generated from your sheet, including tables and a variety of visualizations, without you building a dashboard.

Option C: Generate Google Slides from your data

Botsheets also generates Google Slides from your data with insights, graphs, and recommendations. The site describes this as taking about 2 minutes via a Google Sheets extension.

  1. Install the Google Sheets extension.
  2. Run the generation from your sheet.
  3. Open the resulting presentation in Google Slides to edit and collaborate. It is saved to your own Google Drive.

This is useful when you need a shareable summary rather than an interactive bot, for example a weekly report for a client or team.

Choosing between the three setups

Goal Setup What you connect Output
Replace a form and capture leads or requests Data-collection chatbot Google Drive Rows written to Google Sheets
Let people query your data conversationally Data Q&A chatbot Google Sheets Tables and visualizations in chat
Produce a shareable report Slides generation Google Sheets extension Google Slides in your Drive

If you are unsure, start with the data-collection bot: it has the shortest path from connection to a verifiable result in your sheet.

Who this fits

The site lists agencies, business teams, marketing, product managers, and finance as users. Agencies can give clients access to just the Google Sheet while working from the Botsheets dashboard; teams that already keep data in Sheets avoid adding a new database. If your data lives elsewhere or you need deep custom logic, this Sheets-first approach may not fit.

Verification checklist

  • A test conversation produces the expected row or answer.
  • The sheet updates without manual entry.
  • The shared link or embed opens the bot for someone outside your account.
  • For Slides, the file appears in your Google Drive and opens for editing.

If any step fails, the most common cause is a mismatch between the connected Drive or Sheet and the data the bot was told to use.