Google Sheets Integration

Pipe every chat and lead capture into the same spreadsheets your team already lives in. Truck-roll logs, room readiness lists, BOM tracking, RFP intake. Connect AVCodex to Google Sheets and let the data land where the work happens.

---

Connect your AVCodex agent to Google Sheets to automatically export conversations and collect lead form data.

Automatically export every conversation to a Google Sheet for analysis, dispatch review, or compliance. Useful for tracking what techs are asking your AVCodex agent in the field, or what end-clients are reporting from conference rooms.

Prerequisites#

Before connecting, create an empty spreadsheet in your Google Drive. AVCodex will add the data to this spreadsheet.

Setting Up Chat Export#

1. Navigate to Chat Output

Go to your agent's Chats page and click the Actions tab. Find the Connected Outputs card.

2. Click Configure Output

Click the Configure Output button to open the output dialog.

3. Connect Google Sheets

Click the Google Sheets button. If you haven't connected your Google account yet, you'll be prompted to:

1. Sign in to your Google account 2. Review the permissions AVCodex is requesting 3. Click Allow to grant access

4. Select Your Spreadsheet

The Google File Picker will open. Navigate to and select the empty spreadsheet you created earlier (for example, Field-Tech-Chat-Log-2026.xlsx).

> Warning: You must create an empty spreadsheet in Google Drive first. AVCodex cannot create spreadsheets for you.

5. Confirm Setup

Once selected, AVCodex will initialize your spreadsheet with headers. You'll see your sheet listed in the Connected Outputs section.

What Gets Exported#

Each row in your sheet will contain:

Viewing Your Data#

Your connected sheet appears in the Connected Outputs section. Click the Google Sheets icon to open it directly in Google Sheets where you can:

• Share it with the dispatch team or service manager
• Build pivot tables that count how often a given Crestron error code shows up
• Automate alerts with Google Apps Script when a high-priority room is mentioned

Collect form submissions directly into Google Sheets when using lead generation forms. Good for RFP intake on your website, dealer-program signups, or "request a quote" widgets embedded on a microsite.

Setting Up Lead Form Export#

1. Open Lead Collection

Go to Build page and find the Lead Collection section. Click + Collection Form to create a new form.

2. Connect Google Sheets

In the dialog, you'll see "Would you like to push leads to a Google Sheet?" Click Connect to link your Google account.

3. Select Your Spreadsheet

Use the Google Picker to select an empty spreadsheet from your Google Drive.

4. Configure Form Fields

Click Next to set up your form fields. Choose which information to collect: company name, room count, vertical (corporate AV, higher-ed, hospitality), preferred manufacturer, project budget, expected commissioning window.

5. Save the Form

Click Save to create your form. Lead submissions will now automatically appear in your Google Sheet.

Form Data in Sheets#

When a user submits a lead form, a new row is added with:

• Each form field you configured
• Submission timestamp
• Conversation context

Success: Pro Tip: Use Google Sheets' built-in notifications to get alerted when new leads come in. Go to Tools > Notification rules in your sheet. Pipe it to the BD inbox so RFP responses don't sit overnight.

Viewing Connected Sheets#

• Chat Logs: Go to Chats > Actions tab to see connected output sheets
• Lead Forms: Go to Build > Lead Collection to see forms with connected sheets

Disconnecting a Sheet#

To disconnect a Google Sheet from chat logs:

1. Go to Chats > Actions tab
2. Find the sheet in Connected Outputs
3. Click the trash icon to remove it

To disconnect a lead form:

1. Go to Build > Lead Collection
2. Click the trash icon next to the form

Revoking Google Access Entirely#

To completely revoke AVCodex's access to your Google account:

1. Go to your Google Account Security Settings
2. Find Third-party apps with account access
3. Click on AVCodex and select Remove Access

Switching Accounts#

To use a different Google account:

1. Disconnect the current sheet
2. Reconnect using the new account credentials

"Connection Failed" Error#

1. Check that you're signed into the correct Google account
2. Ensure pop-ups aren't blocked in your browser
3. Try disconnecting and reconnecting

Data Not Appearing in Sheet#

1. Verify the correct sheet is selected
2. Ensure your AVCodex agent is receiving conversations
3. Check that the sheet wasn't deleted from Google Drive

"Permission Denied" When Accessing Sheet#

1. Make sure you're accessing with the same Google account used to connect
2. The sheet may have been deleted, check your Google Drive Trash

Can't Find Spreadsheet in Picker#

1. Make sure you created an empty spreadsheet first
2. Check that the spreadsheet is in Google Drive (not Google Docs or another app)
3. Try refreshing the picker

Your data security is important:

• Encrypted tokens: All Google credentials are encrypted at rest
• Minimal permissions: We only request access to spreadsheets, not your entire Drive
• Automatic refresh: Tokens are refreshed securely without requiring re-authorization
• You control access: Revoke access anytime from your Google account

*AVCodex · Your AV expertise. Amplified by AI.*