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Workflow starter brief

Ask questions about a Google Sheet in Slack

Answers a plain-English question about a worksheet when someone on your allowed list mentions the bot in Slack, using only the sheet's rows and naming the figures it used.

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When to choose this template

Choose this for questions about worksheet data and figures from an allowed list of Slack users. The answer names the figures it used.

Proposed workflow

A starting brief, not a preconfigured workflow or proof of a completed outcome. Review the generated steps and test with your accounts before publishing.

When

A mention of your own Slack app (its app_mention event) in the Slack channel id you choose in setup.

Then

  1. Stop unless the person who mentioned it is on the Slack user id list you choose in setup.
  2. Read the rows of the Google Sheets spreadsheet id and tab name you choose in setup.
  3. Give AI the question and those rows, asking for a plain-English answer from the rows only that names the figures it used.
  4. Reply in the Slack thread with that answer as written, once per mention.

Before you publish

Connect the accounts and credentials it needs first. Optional AI steps use AI at runtime and their output can vary, so review the workflow and test it before publishing.

Runtime limits, account access and AI usage

Apps it connects

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