Knowledge Source: Google Sheets
E
Encuesta NPS
Business Problem
Currently, AI Agents rely on uploaded documents (e.g., PDFs) or external URLs as knowledge sources. This creates challenges:
- Uploaded files (like PDF tables) must be re-uploaded every time there is a change, which is inefficient and error-prone.
- URLs may fail due to poor structure, scraping issues, or frequent changes in content formatting.
- Non-technical teams (e.g., Marketing, Operations) cannot easily maintain AI knowledge without admin intervention.
Desired Outcome
Enable Google Sheets to be connected directly as a knowledge source for AI Assistants/Agents. The AI should be able to read from the Sheet dynamically, ensuring that any updates are reflected in real time without re-uploading files.
Use Cases
- Live product catalogs & promotions: Sales teams can update pricing or promotional details in Sheets, instantly available to AI Agents.
- Customer support FAQs: Support teams maintain responses directly in Sheets, eliminating the need to upload new documents for every change.
- Non-technical upkeep: Marketing and Operations teams manage AI content in a familiar tool without admin dependencies.
- Reliability: Avoid failures caused by external URLs or formatting inconsistencies.
Current Workaround
- Upload PDF tables manually.
- Replace and re-link the updated file to every AI Agent using it as a source.