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Connect a Google Sheet when numbers you still keep in a spreadsheet should feed your Model, such as a hiring tracker or a pricing table. Ari imports the whole file, rebuilds it in your Model, and re-reads it every night, so a change you make in the sheet reaches cfo.ai without a new upload. Use Google Drive to connect an Excel workbook or a CSV file the same way.

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Before you start

  • A Google account that can open the file.
  • A started trial or an active plan with a free connection slot. Every Google Sheets connection in a workspace shares one slot; each Google Drive connection uses its own. See Standard and premium integrations.
cfo.ai can open only the files you pick in Google’s file picker, nothing else in your Drive. You can remove its access from your Google account at any time.

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Connect the file

In a chat, ask Ari to connect the sheet and say what it holds:
Connect our hiring tracker from Google Sheets and use it for the headcount plan.
Ari opens the connection manager with Google Sheets. Select Connect, sign in with Google, and pick the file. Ari imports it in this chat, so it can ask you about the sheet while it works.
If you close Google’s picker without choosing a file, the connection stays unfinished and reads Setup not finished. Select Finish setup on it to pick the file.

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What Ari builds from the file

Ari reads every tab of the spreadsheet with its formulas, values, and number formats. It rebuilds the file in your Model the way it imports a spreadsheet model: tabs become Pages, repeated sections become Dimensions, and formulas become cfo.ai formulas. A file of plain data, such as a list of transactions, is imported as data.

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Keep the file in sync

cfo.ai re-reads the file every night, and when you ask Ari to refresh it. When a value, a formula, a tab, or a defined name changed, Ari updates the parts of your Model that came from the changed sections. Edits you made in cfo.ai to sections that did not change stay. A sync that finds the same content starts no update and uses no AI usage, and the row adds The last sync found no change. A change to formatting alone, such as colors, column widths, or comments, starts no update either. Where the update happens follows where you connected the file. A file connected from a chat updates in that chat. A file connected from the connection manager updates in the background, and Ari opens a chat with you only when it needs you.

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Limits

  • One file per connection. The same file cannot be connected twice in a workspace.
  • A Google Sheet can be up to 50 MB when exported as an Excel workbook. An Excel or CSV file in Drive can be up to 10 MB.
  • A larger file shows This file is too large to import. Make it smaller and the next sync imports it.

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If something goes wrong

  • Ari stopped before finishing this import. The next sync tries again. The next nightly sync resumes it, or ask Ari to refresh the connection now.
  • Ari stopped before finishing this import. Continue in the chat that connected it. Open that chat and ask Ari to continue.
  • If either import stopped to ask you a question, the question waits in a chat, and answering it continues the import. Messages about uploaded files says which chat for each message.
For other problems, see Fix a connection that needs attention.