GoogleSheet

Robility® integrates with Google Sheet to automate tasks such as reading/writing cell values, manipulating ranges, and generating reports.

Use cases

1. Data Migration Between Systems: Robots can use Google Sheets as an intermediate storage location when transferring data between incompatible systems, ensuring smooth migration with data.
2. Automated Billing Reconciliation: Bots can check payment statuses or transaction records in Google Sheets against a system to ensure consistency and accuracy in billing data.
3. Employee Onboarding/Offboarding: Google Sheets can be used to track onboarding tasks or checklist completion for new hires. Bots can update HR systems with onboarding details automatically.
4. Expense Tracking: Bots can extract expense data from receipts, emails, or expense reports and record it in Google Sheets, where it can be categorized and summed up for financial reports.

Pre – requisites

Building an automation workflow with Google Sheet requires a connection in the “App Integration” menu in Robility Manager. There are two types of authentication that brings Google Sheet into Robility,

1. OAuth 2.0 Authorization code – Enables you to provide the Gmail account address and password that has been authenticated with defined scopes.
2. OAuth 2.0 Client credentials – Enables you to provide your own Client ID, Client Secret and Scopes manually.

Once the connection has been enabled, you are all set to build your automation workflow.

Scopes

Scopes define what kind of data it accesses, and level of access needs to be provided. For detailed information, please check out the Google documentation. Below are the scopes that are mandatory to automate with Google Sheet API.

• https://sheets.googleapis.com/v4/spreadsheets,
• https://www.googleapis.com/auth/spreadsheets
• https://www.googleapis.com/auth/spreadsheets.readonly
• https://www.googleapis.com/auth/drive.file
• https://www.googleapis.com/auth/drive
• https://www.googleapis.com/auth/drive.readonly

Refresh Token

Google has refresh token limitation for every individual Oauth 2.0 authorization that expires every one hour. If the token has been expired, Robility’s App Integration service will refresh the authentication without any warning or disruptions during your automation execution. Even though Robility refreshes the token, at some certain circumstances, it requires re-connection with Google Sheet.

1. When you have revoked your access.
2. If the Google Sheet connection has not been utilized for six months after configuration.
3. If you have changed your Google account password and if the scopes for user have been changed.
4. If the user account has exceeded a maximum number of granted (100 live) refresh tokens.

Note: The limit is currently set to 100 refresh tokens per Google account per OAuth 2.0 client ID. This number can be subject to change. For the latest information, always check the Google documentation.