[Workflows] Google Sheets Lookup

This is a Sakari Workflows feature and is currently in Beta.

To request access to the beta, please complete this survey.

Overview

This action will lookup a value from Google Sheets and generate an output property that can be used in downstream actions or triggers

 

Setup

To configure this option, you must connect to your Google account and paste an accessible URL to your Google Sheet.  Your sheet must be set up the tabs and columns you will need to reference before you can complete the action configuration

Google Integration

  • Select an existing Google integration or click Add Integration to connect your Google account

Sheet

  • Input the Google Sheet URL
  • Your linked Google account must be able to access the Google Sheet

Connect Sheet

  • Once your URL has been input, click Connect Sheet

Tab Name

  • Select the appropriate Tab from the dropdown

Search Column

  • Define column containing data that you will be matching against using a user-defined or output property

Output Column

  • Define the column that contains the data you want to retrieve from Google Sheets

Search Value

  • Define data used for match in Search Column

Note:

The search value can be changed after configuration, however any changes to the Tab Name, Search Column, or Output Column may require reconfiguration of this action 

 

Output Properties

Output properties [add article link] are properties that an action or trigger generates that can be used by other triggers and actions downstream in your workflow. 

This action generates the following property option(s): 

  • value

 

Examples

Example 1

This example will generate an output property value from the column Assignee, where the value Done appears in the column Status

Screenshot 2024-07-10 at 23.22.38.png

 

FAQ