Google Sheets

Docsumo allows you to automate data exports directly to Google Sheets, streamlining your workflow for document data extraction and management. Once integrated, extracted data from your documents can be sent directly to a designated Google Sheet. This guide provides a step-by-step walkthrough for setting up the integration.

  1. Access the Integration Library
    1. Navigate to the Integrations tab from the left-hand panel on your Docsumo dashboard.
    2. Select Connector Library to view all available integrations.

  2. Select Google Sheets Integration
    1. Locate the Google Sheets connector in the library.
    2. Click on Add Integration under the Google Sheets option.

  3. Name Your Integration
    1. A pop-up window will appear prompting you to:
    2. Enter a unique name for your integration (e.g., "Google_Sheets_Export_Integration").
    3. Click Confirm and Integrate to proceed.

  4. Authenticate Your Google Account
    1. You will be redirected to the Google OAuth authentication page.
    2. Sign in with the Google account where you want to export the data.

  5. Grant Permissions
    1. Review the permissions requested by Docsumo:
    2. Access to your name, email address, language preference, and profile picture.
    3. Grant permissions to allow Docsumo to access and modify your Google Sheets.
    4. Click Allow to grant the necessary permissions.

  6. Complete the Integration
    1. After granting permissions, you will be redirected back to Docsumo.
    2. Navigate to the My Integrations tab within the Integrations section.
    3. You should see your Google Sheet integration listed with a "Connected" status.

Post-Integration Setup

  • Once your integration is successfully configured, Docsumo will be able to:
  • Automatically export files to your desired Google Sheets in your account based on your pre-defined triggers.

Managing Your Integration

  • To manage or disconnect your integration, visit the My Integrations tab.
  • Use the options next to your integration name to modify or remove it.