Skip to main content

​
Overview

Connect individual sheet tabs from Google Sheets to your Sources or Source Groups. Perfect for:
  • Metric definition spreadsheets
  • Lookup tables and reference data
  • Historical benchmarks
  • Calculated metrics documentation
Note: You select a specific sheet tab, not the entire spreadsheet. This keeps the AI focused on relevant information.

​
How It Works

  1. Link Documents: Connect specific sheet tabs from your Google Sheets to a Source or Source Group.
  2. AI Reads Context: When generating pulse summaries, the AI reads and incorporates the data from these sheets.
  3. Better Insights: Summaries are more relevant because the AI understands your metrics and reference data.

​
Document Limits

Each Source or Source Group can have up to 3 external context documents linked.
PlanDocuments per Source/Group
All Plans3
Need More?Contact Us
Need more than 3 documents per source? Contact us at [email protected] to discuss your requirements.

​
Linking Google Sheets

​
From Settings

You can manage all your linked external documents in the Context section of your settings.
  1. Go to Admin → Settings.
  2. Click Manage on the Context card.
  3. Use the External Documents view to see and manage linked files.
  4. Click Link Context File to add a new document.
  5. Select Single Source or Source Group as your target.
  6. Search and select a file from Google Drive.
  7. Select the specific sheet tab you want to use.
  8. Click Link Context File to save.

​
From a Source Page

  1. Navigate to a Source’s detail page.
  2. Find the External Context Documents section.
  3. Click + Add.
  4. Follow the same process as above (Source will be pre-selected).

​
Best Practices

Link documents that directly relate to the data being analyzed. A glossary of metric definitions works better than a general company overview.
If multiple sources share the same business context (e.g., all marketing metrics), link the context document to a Source Group rather than each individual source.
Choose the specific tab that contains relevant definitions or context. This ensures the AI receives focused, pertinent information.

​
Troubleshooting

Each target (Source or Source Group) can have up to 3 documents. Remove existing documents or contact us for increased limits.
Ensure you’ve connected your Google account and the file is accessible. Try searching by name or scroll through recent files.
External context is read at the time of pulse generation. Changes to linked documents will be reflected in the next pulse.