Triggers & Inputs
Spreadsheet Automation Documentation
Injest and manipulate structured data from Excel and Google Sheets to drive high-volume document pipelines.
Quick Answer: What are the Spreadsheet Nodes?
[!NOTE] Spreadsheet Nodes (Excel and Google Sheets) allow your workflows to communicate with structured tabular data. They can pull hundreds of rows from a spreadsheet to trigger batch processes (like "Generate an invoice for every row") or write the results of a workflow back into a consolidated report.
Core Capabilities
1. Batch Document Generation
Pair an Excel Node with a Loop Node. For every row in your customer spreadsheet, the workflow will generate a personalized PDF and email it out automatically.
2. Live Data Syncing
Use the Google Sheets Node to append metadata from your document processing runs. For example, after an AI Extract Node parses an invoice, write the vendor_name and total_amount directly into a shared ledger.
3. Workbook Transformation
The Excel Node can split large workbooks into individual files or merge multiple spreadsheets into a single master file, all without opening a traditional spreadsheet application.
Configuration Guide
| Field | Description | Node |
|---|---|---|
| Operation | Choose between Read, Write, or Append. | Both |
| Sheet Name | The specific tab to work within. | Both |
| Connection | OAuth link to your Google account. | Google Sheets |
| Spreadsheet ID | Unique ID found in the URL of your sheet. | Google Sheets |
Best Practices
- Header Rows: Always ensure your spreadsheet has a clear header row. The node uses these labels to create the variables you reference downstream as
{{excel_node.column_name}}. - Connection Check: Ensure your Google Sheets connection is active before running scheduled or webhook-driven workflows.
[!TIP] Processing millions of rows? Use a Webhook Trigger Node to process small batches frequently rather than one massive daily run to maintain optimal performance.