AI Reads Google Sheets Data
Walkthrough video to be added {}
SOP: Setting Up a Knowledge Base for Morphic Software Using Google Sheets and Buildship
Purpose
This guide provides a step-by-step approach to creating a knowledge base for the Morphic software, using Google Sheets and Buildship as a no-code backend solution. This allows the Morphic software to fetch real-time property or data-related information from a spreadsheet (e.g., Google Sheets) via a REST API.
Requirements
Software:
Google Sheets for managing structured data.
Buildship (no-code backend builder).
Morphic software for integration.
Data:
A prepared Google Sheet with structured information (e.g., property details like address, price, etc.).
Accounts:
Google account for Google Sheets.
Buildship account (free or paid, depending on usage).
Step-by-Step Process
Step 1: Prepare Your Spreadsheet
Open Google Sheets and create a new sheet.
Populate the sheet with relevant data. Example:
Columns:
Date Listed
,Price
,Address
,Zip Code
,Square Footage
,Bedrooms
,Bathrooms
.
Name your Google Sheet and note the sheet tab name (bottom left corner). This name will be used in Buildship.
Step 2: Configure Buildship
Log in to Buildship:
If you don’t have an account, create one at Buildship.
Create a New Workflow:
Click the "+" button to create a new workflow.
Add a Pre-Built Node:
Select the "Sheets" node (pre-configured).
Choose "Get Sheets" as the operation.
Connect to Google Sheets:
Click the "Auth" or Connect button in the Sheets node.
Authorize access to your Google account.
Enter Sheet Details:
Copy the Google Sheet URL and paste it into the designated field in Buildship.
Enter the exact tab name from your spreadsheet.
Set Output:
Ensure the output format is set to
Get Sheets
.
Step 3: Configure REST API Endpoint
Add a Trigger:
In the workflow, set the trigger to REST API call.
Define the endpoint path (e.g.,
/get_property_info
).
Activate Workflow:
Save and activate the workflow.
Copy the API Endpoint:
After activating, copy the API endpoint URL provided in the top-right corner.
Step 4: Integrate with Morphic Software
Go to the Morphic Software's Tool Configuration:
Navigate to Tools and Abilities > Add Tool.
Create a Custom Tool:
API Endpoint: Paste the API endpoint from Buildship.
Tool Name: Enter a name like
Property Info Fetcher
.Description: Write a brief explanation of the tool's purpose (e.g., "Fetch property details based on user query").
Save and Activate the Tool.
Step 5: Set Up Automation
Create an Automation Trigger:
Trigger: When a user makes a query (e.g., “Can I get property info?”), assign an active tag.
Response Action:
Automatically fetch data from the custom tool and send a response.
Example response: “We have 2 properties in Buffalo, NY. One at 64 Burge Lane listed for $219K.”
Test Workflow:
Test the query by simulating user interaction within the Morphic software.
Verify that the fetched data matches the spreadsheet details.
Validation Checklist
Google Sheet is populated with relevant data and shared with the appropriate permissions.
Buildship workflow is active and connected to the Google Sheet.
API endpoint is functional and tested.
Custom tool is added and integrated with the Morphic software.
Automation is triggering correctly, fetching, and responding with accurate data.
Example Use Case
Input (User Query): “Tell me about properties in Buffalo, NY.”
System Response: “We have two properties: one at 64 Burge Lane listed at $219K and another at 125 Maple Ave listed at $189K.”
Support
For assistance, contact support@usemorphic.com or your platform administrator.