Ask questions about your business data using an AI chat assistant

Lets you ask plain-English questions about your spreadsheet data and get instant, calculated answers back.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig(("user asks a question")):::human s0[("read spreadsheet or database")]:::store s1["perform needed calculations"]:::task s2["recall conversation history"]:::task s3["return plain-english answer"]:::task trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"instant answer to data question"/]:::out pay{{"quick decisions without digging in sheets"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
A stepA personA record or sheetResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsAI Chatbots & AssistantsSpreadsheet & Database Ops
Connects
Google SheetsOpenAI

The problem it solves

You or your team constantly dig through spreadsheets to answer simple business questions, and pulling numbers together for quick decisions eats up time you don't have. Basic math and lookups shouldn't require opening five tabs.

Who it fits

Business owners or analysts who want quick answers from their spreadsheets or databases without writing formulas.

How it works

  1. You type a question in a chat window
  2. An AI assistant reads your Google Sheets or database to find relevant data
  3. It performs any needed calculations automatically
  4. It remembers earlier questions in the same conversation
  5. You get a plain-English answer back in the chat
What you get

Answers you get without opening a spreadsheet

You can ask plain questions about your business numbers and get clear answers right in a chat window.

What you get

A conversational answer to your data question, pulled and calculated directly from your spreadsheet or database.

What you need

An OpenAI API key and a Google Sheets account or database connection.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

Related automations

Back to the AI Playbook