Sticky Note Automate

• Data Analysts: Who need to extract and analyze information from Google Sheets.
• Business Intelligence Professionals: Seeking to automate data retrieval and analysis processes.
• Developers: Looking to integrate AI-driven workflows with existing applications.
• Project Managers: Who want to streamline data-driven decision-making.
• Researchers: Needing to query large datasets without manual intervention.

This workflow automates the process of querying customer data from a Google Sheet, allowing users to retrieve specific information easily without manual data handling. It leverages AI to interpret user queries and fetch relevant data, thereby saving time and reducing errors in data retrieval.

• Step 1: The workflow is manually triggered when a chat message is received.
• Step 2: An AI Agent interprets the user’s query using the OpenAI Chat Model.
• Step 3: The workflow checks the type of operation requested (e.g., listing column names, fetching specific customer data).
• Step 4: Based on the operation, the workflow either lists available columns, retrieves column values, or fetches details for a specific customer.
• Step 5: The Google Sheet URL is set, and the relevant sheet contents are fetched.
• Step 6: The results are filtered according to the user’s request and prepared for output.
• Step 7: Finally, the output is formatted and returned to the user in a structured JSON format.