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In my pabbly, I have created a pabbly ai assistant. which replies all my messages from the supporting doc which I have given to that.
Now how can integrate a google sheet if I get any query related to report If any messages is like send me the reports, then first we ask to send the details from the sender then verify the details of the sender and lookup in the sheet for the details and send them reply based on that.
and the sheet is not fixed It changes every day todays data updates in the sheet and the older data more than 30 days got deleted.

how this is possible in pabbly.
Either by chatflow or by any other method.
 

Preeti Paryani

Well-known member
Staff member
Hello Vivek,

Thank you for reaching out to us.

Could you please confirm whether, when a query is received through the Chatflow, you want to search for the user’s details in the Google Sheet, and then have the AI Assistant check that data and respond to the user based on both the sheet data and its knowledge base?

Once you confirm this, we’ll guide you on how to set up the automation accordingly.
 
when the user ask fro the report related messages then I want to ask a followup message for there details and If the details are received then I want to check that data in the google sheet which is not static every data new data is there and previous data is getting deleted and send the reply based on that sheet not from the support doc.
 

Preeti Paryani

Well-known member
Staff member
Hello @vivekpathak2025,

Thank you for confirming your use case.

As per the way it is currently designed, this functionality is not entirely feasible within Chatflow alone. However, you can achieve it using a combination of Chatflow and Pabbly Connect as follows:

  1. Chatflow:
    • Create a flow that triggers whenever a user sends a message like “Send report.”
    • Add a message to request the user’s details in a specific format (e.g., Name, Date of Birth, Email).
  2. Pabbly Connect Workflow:
    • Set up a workflow to receive the new message from Chatflow.
    • Extract the user details from the message based on the structure you specified.
    • Use the Google Sheets Lookup action to search for these details in your sheet.
    • Based on the data retrieved from Google Sheets, use an AI Assistant or a response action to generate the report.
    • Send the generated response back to the user via Chatflow.
Important: Make sure that when asking for user details, you instruct them to provide the information in the specific format so the workflow can process it correctly.

This setup allows you to dynamically fetch data from Google Sheets (even when the sheet updates daily) and respond to users accordingly.
 
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