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Ask the Jaaxis Assistant to configure a spreadsheet workflow. You choose the actual spreadsheet, worksheet, and header row; the Assistant uses those selected headers to configure allowed lookups, row creation, or updates. Before starting, prepare a Google account with access to the intended file, clear column titles, harmless test rows, and Assistant permission on the agent.
1

Describe the workflow

Open the agent and Assistant. Explain the result, required customer information, lookup criteria, which columns may change, and whether new rows are allowed.
2

Connect Google when requested

Use the Assistant’s Google Sheets card or Connect → Google Sheets. Sign in to the correct Google account and approve the requested file access.
3

Pick the sheet and headers

Use the spreadsheet picker, choose the file, select Worksheet, and set Header row. Check Headers found and select Use this sheet. Do not confirm until the correct headers appear.
4

Complete the setup

Return to the Assistant after completing the card or linked page. It configures and tests the workflow. Read the result to confirm whether it is live or requires another action.
5

Verify real rows

In Preview, test lookup, then any permitted addition or update separately. Inspect Google Sheets and confirm only intended rows and values changed.
Connecting Google alone does not create a workflow or authorize arbitrary spreadsheets. The old Add sheet or Add more sheets flow is not the setup path: ask the Assistant for a new named sheet workflow and complete its pick request.

Change the selected file

Open Google Sheets → Manage and review Sheets this agent can use, the connected account, worksheet, header row, and headers. Use Change on the intended sheet to select its replacement and confirm its headers. If columns change, ask the Assistant to update and test the mapping. Do not assume changing the file keeps the old workflow correct. A sheet still in use cannot be removed. Ask the Assistant to remove or change the dependent workflow first, then use the sheet’s remove control. This does not delete the Google Drive file.

Reconnect

If Reconnect needed appears, use Reconnect, approve file access, and confirm the account can open the selected file. If Google cannot open it, pick it again or reconnect through the agent’s Connect page.
Tests can modify real sheet rows. Removing access or undoing setup does not reverse completed spreadsheet changes.