Google Sheets just took a massive leap forward with the release of its new =AI() formula, which allows users to run generative AI (GenAI) queries directly inside spreadsheet cells. But what if that AI could work not just with static sheet data, but with real-time data from all your enterprise systems—Salesforce, HubSpot, NetSuite, Google Analytics, and more?
That’s exactly what CData Connect Spreadsheets makes possible. Combine the power of AI formulas with always-fresh data from virtually any SaaS app, database, or data warehouse—without writing code or managing complex integrations.
Set it up in minutes
Getting started with CData Connect Spreadsheets and Google Sheets’ =AI() is simple:
Opt into Google Workspace Labs experimental features for free – learn more here.
Connect your data: Sign up for CData Connect Spreadsheets and connect to more than 270+ data sources in minutes.
Set up AI prompts: Use Google Sheets’ new =AI() function to generate insights, summaries, content, and more—directly based on the synced data in your sheet.
Refresh anytime: Instantly update both your raw data and AI outputs with a click. No more stale data or manual exports.
With CData Connect Spreadsheets, your AI-powered spreadsheets always work with the freshest data—across all your systems.
What can you do with it?
Here are three powerful use cases where CData Connect Spreadsheets combined with the =AI() formula helps automate real work—faster, smarter, and without switching apps.
1. Finance: Summarize records and enrich accounting entries
Just input your prompt – in this case, summarizing general ledger entries for accounting.
Instantly summarize thousands of financial records with AI.
Imagine connecting directly to your accounting platform like Sage Intacct or QuickBooks. Pull in general ledger transactions, AR/AP records, or expense data into Google Sheets. Then, use =AI() to:
Summarize thousands of transactions into clean monthly summaries.
Automatically write memo descriptions for journal entries based on line-item details.
Flag anomalies or suggest categorizations for uncategorized transactions.
Example Prompt:
=AI("Summarize this month’s GL entries.”, A:G)
2. E-commerce: Generate product descriptions from SKU data
Set an AI prompt, like generating product descriptions, and drag it across any range.
Generate thousands of AI answers instantly across different inputs.
Connect to your Shopify, BigCommerce, or Amazon Seller Central data. Bring in product listings with SKU names and metadata, then let AI generate high-quality product descriptions, SEO copy, or ad variants right in the sheet.
Example Prompt:
=AI("Write a short product description based on the name”, A2)
This eliminates the repetitive task of writing descriptions manually—and keeps them dynamically tied to your latest product catalog.
3. Sales and marketing: Summarize customer data for outreach
Combine multiple inputs into a single AI query, like review ratings and text.
Create tailored responses, like company responses to reviews, at scale.
Pull in CRM data from Salesforce, HubSpot, or Dynamics 365—contact lists, opportunity details, or support history. Use =AI() to:
Write personalized email drafts for each contact based on their recent activity.
Summarize deal history into talking points for sales calls.
Generate customer satisfaction summaries from support case notes.
Example Prompt:
=AI("Generate a response to customer reviews based on their product", A2)
Start automating your spreadsheets with AI and your live data today
CData Connect Spreadsheets lets you pair the flexibility of Google Sheets with the power of enterprise data and AI automation, summarizing, analyzing, and generating responses on the fly for thousands of rows at once.
Ready to try it? Start your free trial today—no credit card required. In just minutes, you’ll be running AI-powered queries on live data from anywhere.
Try CData Connect Spreadsheets
Stop spending hours updating your spreadsheets each week. Break the download-copy-paste cycle with Connect Spreadsheets. Available for Excel and Google Sheets.
