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Google Sheets Integration

BuildBetter’s Google Sheets integration lets you export call data, transcripts, and analytics to Google Sheets for collaborative analysis, custom reporting, and data visualization.

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Features

• Data Export: Export call data, transcripts, and summaries to Google Sheets
• Real-time Collaboration: Share and edit BuildBetter data with your team
• Custom Dashboards: Create visualizations of meeting analytics
• Automated Reports: Schedule regular exports to keep data current
• Versatile Formatting: Maintain structure with speaker identification and timestamps

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Setup Instructions

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Prerequisites

• An active BuildBetter account
• Google account with access to Google Sheets
• Appropriate export permissions in BuildBetter

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Connecting Google Sheets

1. Navigate to Settings → Integrations in your BuildBetter dashboard
2. Select Google Sheets from the office integrations
3. Click Connect and authorize BuildBetter to access your Google account
4. Complete the Google authentication process
5. Configure default export settings

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Configuring Export Settings

After connecting:

1. Go to Settings → Integrations → Google Sheets → Export Settings
2. Configure:
   • Default spreadsheet location
   • Sheet naming convention
   • Data formatting preferences
   • Default sharing settings
3. Save your configuration

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Usage

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Manual Data Export

Export data on-demand:

1. Navigate to any recording, transcript, or analytics view
2. Click the Export button
3. Select Google Sheets as the destination
4. Choose export options:
   • Create new spreadsheet or add to existing
   • Sheet name
   • Data formatting
   • Sharing permissions
5. Click Export to create or update the Google Sheet

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Call Transcript Export

Export detailed call transcripts:

1. Open the call recording you want to export
2. Click the Export button
3. Select Google Sheets as the export format
4. Configure transcript options:
   • Include speaker identification
   • Include timestamps
   • Format by speaker or chronologically
5. Complete the export to Google Sheets

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Bulk Export

Export multiple calls at once:

1. Go to Recordings or a specific Folder
2. Select multiple recordings using checkboxes
3. Click Bulk Actions → Export to Google Sheets
4. Configure what data to include
5. Complete the export to create a consolidated spreadsheet

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Advanced Features

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Scheduled Exports

Set up automated exports to keep data current:

1. Navigate to Settings → Scheduled Tasks
2. Create a new task, selecting Google Sheets Export
3. Configure:
   • Schedule (daily, weekly, monthly)
   • Data to include
   • Target spreadsheet(s)
   • Filter criteria (tags, folders, date range)
4. Save your scheduled export

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Analytics Dashboard Templates

Use pre-built dashboard templates:

1. Go to Analytics → Export → Google Sheets
2. Select from available templates:
   • Meeting efficiency tracker
   • Team participation analyzer
   • Topic frequency dashboard
   • Action item tracker
3. Configure and export to create a populated dashboard

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Troubleshooting

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Connection Issues

• Verify your Google account permissions
• Re-authenticate if connection has expired
• Check for Google Workspace restrictions on third-party apps

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Export Problems

• Check file size limitations for large exports
• Verify you have proper permissions in Google Drive
• Ensure stable internet connection for large data transfers

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Sheet Access

• Verify sharing permissions on the Google Sheet
• Check that recipients have appropriate Google accounts
• Ensure proper domain settings for organization-wide sharing

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Integration Examples

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Meeting Analysis Dashboard

Create a dashboard to analyze meeting effectiveness across your organization:

• Export meeting metrics to a structured sheet
• Use Google Sheets charts to visualize participation, duration, and topic frequency
• Share insights with leadership team

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Action Item Tracker

Build an automated action item tracking system:

• Export action items from meeting summaries to a dedicated sheet
• Add status tracking columns and owner assignment
• Set up regular updates to maintain current status