Personal assistant · Workflow template

Chat with your Google Sheet

Ask Carly a question about any sheet — "what's our top-spending customer this quarter?" — she queries the sheet and answers in plain English.

Google Sheets

Build this in Carly Or copy the prompt ↓

The workflow at a glance

Trigger

Question

chat

Tool

Read sheet

LLM

Reason over data

Action

Answer

How this workflow works, step by step

1 Trigger Question

A chat message starts the flow. Carly hands the message into the next step as context.
2 Tool Read sheet

Carly pulls live data from Google Sheets — "Read sheet." Whatever's needed for the next step is fetched fresh, not cached.
3 LLM Reason over data

An LLM step does the thinking: reason over data. Carly picks the right model for the job and you can swap models per step if you need to.
4 Action Answer

Carly takes action: answer. This is the visible outcome of the workflow.

When to use this template

You want this work to happen consistently without anyone remembering to do it.
You're already using Google Sheets, and the manual version of this is eating real minutes a week.
You want a visible canvas you can audit and edit — not a black-box agent doing things you can't see.

When not to use it

This task only happens once or twice a month — the setup cost won't pay back.
The decision in the middle of the flow needs human judgment every single time, not just on edge cases.
Your stack doesn't include any of the apps above and you don't want to wire a generic HTTP step.

Build it in 10 minutes — copy this prompt

Paste this in an email to and Carly will build the workflow for you.

Hey Carly — please build me this workflow.

Name: Chat with your Google Sheet

What it should do:
Ask Carly a question about any sheet — "what's our top-spending customer this quarter?" — she queries the sheet and answers in plain English.

Steps:
1. Trigger: Question (chat)
2. Tool: Read sheet
3. LLM: Reason over data
4. Action: Answer

Tools to wire up: Google Sheets

Set it live once you've got it working. Thanks!

Or open the dashboard →

Apps you'll connect

Carly authenticates these for you over OAuth when she sets up the workflow.

Google Sheets

Questions teams ask before building this

How long does this workflow take to set up?

Most teams have "Chat with your Google Sheet" running in under 10 minutes. Copy the prompt on this page into an email to carly@usecarly.com and Carly wires the workflow together for you, including authenticating Google Sheets.

Can I edit this template after Carly builds it?

Yes. Every workflow lives on the Carly canvas where you can rename steps, change conditions, swap LLM models, add filters, and re-route branches. Templates are starting points, not locked recipes.

What if I use a different tool than the ones in this template?

Carly connects to 200+ tools, plus a generic HTTP node for any API that doesn't have a native integration. Tell Carly your stack when you send the prompt and she'll pick the right connectors.

Does this run automatically once it's built?

Yes. The trigger at the start of the workflow fires automatically — on a schedule, on an inbound email, on a webhook, on a calendar event, whatever this template specifies. Carly handles the listening; you only step in when a step is gated on you.