Home How to Request a Controlled Flow from the Cloud Humans Team Google Sheets Requirements for Use in Controlled Flows

Google Sheets Requirements for Use in Controlled Flows

Last updated on Jun 24, 2026

Queries using Google Sheets:

When to Use Google Sheets

Recommended for scenarios such as:

  • Simple catalogs

  • Reference tables

  • Manually synchronized order/support statuses

  • Eligibility lists

  • Prices, rules, return tables

What the client needs to provide

  1. Spreadsheet link

  2. Indication of relevant tabs

  3. Name and type of important columns

  4. Search filters/logics

    • e.g., Search by CPF in column A

    • e.g., Search by order number in column C

  5. Validation rules

    • e.g., CPF must have 11 digits

    • e.g., "status" field must be one of: new, in progress, completed

  6. Expected behavior when:

    • 1 result

    • Multiple results

    • No results

  7. Data organization

    • Include examples
  8. Access permissions

    • Grant access to CloudHumans service account

    • Or make the query tab publicly accessible (read-only)

      ⚠️ Important: The provided data spreadsheet will be copied and hosted on a Google Drive domain @cloudhumans (created and maintained by us), and it will only be shared with those responsible for data updates within your team.

Example of spreadsheet structure

Instruction format (ideal model)

Search in the 'Orders' tab for the record where the 'CPF' column equals the value provided by the user.

Return: order, status, estimated delivery.

If no results → ask for CPF again.

If still no match → escalate to human support.