Get info from assistant conversation and send to google sheets

Hi everyone!

I am facing an issue. I am building an assistant (which I will later connect with Manychat) responsible for gathering information in a conversation, and I want this information to go into a Google Sheets spreadsheet.

The instructions for my assistant are to talk with the user until it obtains the following information: Name, phone number, product they want to buy, and payment method. Once the assistant has collected this information from the user, I want this information to be sent to a spreadsheet where I have these columns (name, phone number, etc.).

I am using Make for automations in this project, along with Manychat and OpenAI, so these tools are at my disposal.

Can someone help me, please?

Hi vitorafonso,

To achieve your goal of sending the collected information to Google Sheets, you’ll need to set up a system that can parse the data from your assistant’s conversation and then push that data to a Google Sheet. Here’s a step-by-step approach to guide you through this process:

  1. Parsing the Data:

    • Instruct your assistant to collect and format the data in a structured way. For example, you can use a format like "Name: [Name], Phone: [Phone Number], Product: [Product], Payment: [Payment Method]".
    • Use a format that is easy to parse, such as ANAL "Name: [Name], Phone: [Phone Number], Product: [Product], Payment: [Payment Method]" ANAL.
  2. Setting Up Google Sheets:

    • Create a Google Sheet with columns corresponding to the data fields: Name, Phone Number, Product, and Payment Method.
    • Make sure you have the Google Sheets API enabled and set up. You’ll need credentials (API key or OAuth token) to interact with the API.
  3. Connecting to Google Sheets with Make (Integromat):

    • Use Make (formerly Integromat) to automate the data transfer from your assistant to Google Sheets.
    • Create a scenario in Make that triggers when new data is available (from ManyChat or OpenAI).
    • Add a module in Make to update Google Sheets. Map the fields from your formatted data to the corresponding columns in your Google Sheet.
  4. Integrating with ManyChat and OpenAI:

    • In ManyChat, set up a flow that collects the required information from the user and formats it according to your specified format.
    • Send this formatted data to Make or directly to a Google Sheets API endpoint if supported.

Here’s an example of how you might structure your response in Make:

"Parse the data from your assistant and use a structured format for easy parsing, such as ANAL 'Name: [Name], Phone: [Phone Number], Product: [Product], Payment: [Payment Method]' ANAL. Then, set up an automation in Make to capture this data and push it to Google Sheets. Ensure you have the correct Google Sheets API setup and credentials."

By following these steps, you should be able to seamlessly integrate your assistant’s data collection with Google Sheets.

Feel free to reach out if you have any more questions or need further assistance!

Best regards,
David.

P.s.
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vitorafonso
14h
Hi everyone!

I am facing an issue. I am building an assistant (which I will later connect with Manychat) responsible for gathering information in a conversation, and I want this information to go into a Google Sheets spreadsheet.

The instructions for my assistant are to talk with the user until it obtains the following information: Name, phone number, product they want to buy, and payment method. Once the assistant has collected this information from the user, I want this information to be sent to a spreadsheet where I have these columns (name, phone number, etc.).

I am using Make for automations in this project, along with Manychat and OpenAI, so these tools are at my disposal.

Can someone help me, please?

Can you help me pr my reply?, “Parse the data, instruct the model to repeat the information when attained with a format you can easily parse like ANAL “THIS, THAT, THE OTHER” AnAL”

I asked chat gpt to clean this up for me