Connect Google Sheets and NewOaks AI

NewOaks AI chat assistants collect leads and book appointments on your website. Google Sheets is where many teams track them. FlowMattic writes each lead, booking and daily chat log to a sheet, and works the other way too: rows can be answered by the NewOaks GPT model or taught to the chatbot as new content.

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9 triggers 24 actions 7 example workflows 2 ready-made templates Unlimited runs

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When this happens in Google Sheets6 triggers

Do this in NewOaks AI5 actions

1. TriggerNew Spreadsheet Row

2. ActionRetrieve Leads - Last 3 Days

When Google Sheets fires New Spreadsheet Row, FlowMattic runs Retrieve Leads - Last 3 Days in NewOaks AI with the data from that event.

You build this in the FlowMattic workflow builder on your own site. See the setup steps

Google Sheets and NewOaks AI workflows you can build

Each one uses only triggers and actions the two integrations ship today, plus FlowMattic's own tools. Where the library has a ready-made template, import it instead of building from scratch.

Ready-made template

Add each NewOaks AI lead to a Google Sheet

Every lead the chatbot captures lands as a row with name, email and phone, so the sales team has one list to call from.

Lead GeneratedAdd New Row

View the template

Ready-made template

Write a GPT answer next to each new row

Add a question or product name in a row and the NewOaks GPT model fills the answer column, which suits drafting FAQ replies or product blurbs in bulk.

New Spreadsheet RowGet GPT FeedbackUpdate Cell Data

View the template

Keep a sheet of appointments the chatbot books

Each booking from a chat is added to an appointments tab with date, time and contact, so front-desk staff can plan the day.

Appointment BookedAdd New Row

Archive each day's chat logs

The daily chat log goes to its own tab, giving support managers a record of what visitors asked and where the bot struggled.

Chat Log GeneratedAdd New Row

Teach the chatbot from rows your team edits

Your team keeps approved answers in a sheet. Each new or changed row is added to the chatbot as custom content, so the bot learns from the same source.

New Or Updated Spreadsheet RowAdd Custom Content

Upload the price list sheet to the chatbot every week

A weekly Schedule exports the sheet to CSV and uploads it, so the bot quotes current prices without anyone uploading files by hand.

ScheduleExport sheet to CSVUpload Data to Chatbot

Fill in leads from the last few days

A Schedule pulls recent leads, loops over them and adds any that are missing, which helps when the sheet was offline or the workflow was paused.

ScheduleRetrieve Leads - Last 3 DaysIteratorLookup Row DataFilterAdd New Row

Set up: NewOaks AI leads in a sheet

When this is done, each lead your NewOaks AI chatbot captures adds a row to your lead sheet.

Connect NewOaks AI
Under Connects in FlowMattic, add a NewOaks AI connection for the account that runs your chatbot.
Connect Google Sheets
Add a Google Sheets connection and create a sheet with columns such as Name, Email, Phone, Chatbot and Date.
Start with Lead Generated
Create a workflow with the NewOaks AI Lead Generated trigger, then leave a test lead in the chatbot so FlowMattic captures the fields.
Add the row
Add Google Sheets Add New Row, map the lead fields to your columns, test the step and switch the workflow on.

Import the ready-made template Beginner, about 5 min to set up

From Google Sheets	To Google Sheets
Name	Name
Email	Email
Phone	Phone
Chatbot name	Chatbot
Created at	Date

Triggers and actions in this pair

A trigger starts a workflow. An action is something FlowMattic does in the app as a step.

Good to know

Chat Log Generated runs once a day at 2:00 AM UTC, so chat logs arrive in the sheet the next morning, not during the conversation.
Retrieve Leads - Last 3 Days and Retrieve Appointments - Last 3 Days only reach back three days. Run a backfill schedule at least every other day.
Upload Data to Chatbot accepts CSV files only, which is why the weekly example exports the sheet to CSV first.

Google Sheets

Integration page

Triggers (6)

New Spreadsheet RowTrigger when a new row is added to the spreadsheet
New Or Updated Spreadsheet RowTrigger when a row is updated in the spreadsheet
Deleted Spreadsheet RowTrigger when a row is deleted from the spreadsheet
Update Cell DataTrigger when any cell is updated in the spreadsheet
Update Specific Cell DataTrigger when a specific cell is updated in the spreadsheet
Update Specific Column ValueTrigger when a specific column value is updated in the spreadsheet

Actions (19)

Add New RowAdd a new row with mapped data
Update RowUpdate existing row in specific spreadsheet with mapped data
Delete RowDelete row by ID in specific spreadsheet
Clear Row DataClear data or row by ID in specific spreadsheet
Lookup Row DataSearch for data in specific spreadsheet
Get Cell DataGet data for particular cell in specific spreadsheet
Update Cell DataUpdate data for particular cell in specific spreadsheet
Get Row CountGet total number of rows in specific spreadsheet
Get Row DataGet rows data from the sheet based on specified range
Create Spreadsheet ColumnCreate a new column in specific spreadsheet
Create New SheetCreate a new sheet in specific spreadsheet
Import CSV or JSON to Existing SheetImport CSV or JSON data to existing sheet in specific spreadsheet
Copy SheetCopy a sheet to another or within the same spreadsheet
Get RowsRetrieve rows in JSON format for use with Iterator
Export sheet to CSVExport the selected sheet to CSV format and save to WordPress Media Library
Export Sheet to ExcelExport the spreadsheet to Excel (.xlsx) format and save to WordPress Media Library
Export Sheet to PDFExport the spreadsheet to PDF format and save to WordPress Media Library
Export Sheet to OpenDocumentExport the spreadsheet to OpenDocument (.ods) format and save to WordPress Media Library
Export Sheet to TSVExport the selected sheet to TSV format and save to WordPress Media Library

NewOaks AI

Integration page

Triggers (3)

Chat Log GeneratedTriggers when a chat log is generated. Triggered everyday at 2:00AM UTC.
Lead GeneratedTriggers when a lead is generated.
Appointment BookedTriggers when an appointment is booked.

Actions (5)

Retrieve Leads - Last 3 DaysRetrieve leads from NewOaks AI for the last 3 days.
Retrieve Appointments - Last 3 DaysRetrieve appointments from NewOaks AI for the last 3 days.
Upload Data to ChatbotUpload data to NewOaks AI chatbot. CSV files only.
Get GPT FeedbackGet response from NewOaks AI GPT model.
Add Custom ContentAdd custom content to NewOaks AI chatbot.

Why run this pair with FlowMattic

Google Sheets and NewOaks AI connect through FlowMattic on your own site, with no separate automation account in the middle and no charge per run.

Lead data goes through your server

Leads and chat logs travel from NewOaks AI to Google Sheets through your WordPress site, not another automation company's account.

The sheet can teach the bot

Because NewOaks AI has actions here, the same sheet that logs leads can also feed content and price lists back into the chatbot.

Every chat counts the same

Runs are unlimited, so logging each lead and booking from a busy chatbot does not grow your FlowMattic bill.

Common questions

How do I send NewOaks AI leads to Google Sheets?

Use the NewOaks AI Lead Generated trigger with a Google Sheets Add New Row step. Map the lead's name, email and phone to your columns and test with a lead from the chatbot.

Why do chat logs only arrive once a day?

NewOaks AI generates chat logs once a day at 2:00 AM UTC and the Chat Log Generated trigger fires then. Leads and bookings have their own triggers that fire as they happen.

Can the chatbot learn from my spreadsheet?

Yes. Send rows to Add Custom Content as they change, or export the sheet to CSV on a Schedule and use Upload Data to Chatbot to replace a whole data set.

What is Get GPT Feedback useful for in a sheet?

It sends text from a row to the NewOaks AI GPT model and returns the reply. Write that reply back with Update Cell Data to fill an answer, summary or category column.

Did not find your answer? You can browse the help center or ask us directly.

Start automating Google Sheets and NewOaks AI

Install FlowMattic, connect both accounts and import a template. Every run stays on your own server.

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Reviewed 27 Oct 2026. The example workflows are written with AI from the real triggers and actions of both integrations and checked against them. Google Sheets integration 2.2.4, NewOaks AI integration 1.3.0.