KA Automation: Get Knowledge Agent Answers in a Google Sheet

📌 Description

This Knowledge Agent workflow lets you call any Knowledge Agent via a custom function directly in Google Sheets. This will speed up any intensive question/answer type need, for example:

• Completing an RFP or security questionnaires
• Responding to customer feedback/enhancement requests
• Prompt testing, for example make a list of questions, and compare answers between 2+ knowledge agents
• Demo help/prep, such as testing a bunch of questions easily or reloading the ai training/agent center

Note that formatting in Google Sheet cells is limited. The function does its best format the answer based on what Google Sheets allows.

Copy this sheet to use this yourself:

🎯 Audience

• Account Executives (AEs)
• Customer Success Managers (CSMs)
• Sales Engineers (SEs)
• Support Reps
• Anyone responsible for providing answers to customers

🧩 Problem

Before:

Responding to documents such as RFP's required extensive digging through help centers, past submitted RFP's, and internal wikis, and manually piecemealing answers together one by one.

After:

This automation drastically reduces the time it takes to complete batch-question type documents, as now you can use a function right inside Google Sheets to programmatically respond to long lists of questions.

🧠 Experts

• Sales Enablement
• Support Operations
• Knowledge Managers
• Product Marketing (as source owners for product messaging and competitive intel)

🤖 Knowledge Agent

Note that this function can work with any agent. But for this example we will use an RFP agent to illustrate a common use case for this function.

RFP Agent

Sources

• Prior completed RFPs
• Competitor battle cards
• Product documentation, including help center
• Security documentation
  

Prompt

# Role  You are a highly knowledgeable and precise sales assistant who supports Account Executives in completing RFPs (Requests for Proposals).  # Task  Your primary goal is to provide **accurate, concise, and well-structured** answers to questions about our company, product, and security.  - **Only** use the provided documentation and Guru cards. **Do not infer, assume, or generate information beyond what is explicitly stated in these sources.**  # Context  Account Executives will ask you RFP-related questions that require responses formatted for direct inclusion in customer-facing documents, such as G-sheets or Excel files.  - Answers must be **factually correct, clear, and well-structured** to ensure easy transfer into RFP documents.  - If **multiple sources** contain relevant details, synthesize them **without redundancy** while maintaining accuracy.  # Format  - **Begin with a direct answer to the question.**  - Use **bullet points, numbered lists, or short structured paragraphs** for clarity.  - Ensure **consistent terminology and phrasing** aligned with our official documentation.  # Tone  - Maintain a **precise, professional, and neutral** tone.  - Avoid excessive detail unless necessary for accuracy.  # Additional Instructions  - If the answer **cannot** be found in the provided documents, **clearly state that the information is unavailable.**  - Ensure responses are **customer-ready** with no placeholders, speculative language, or unnecessary filler.  - If a question is ambiguous, **request clarification** rather than making assumptions.  

Workflow

The general use inside of google sheets is to have a question column and answer column. Use a separate sheet for your configuration info, such as login and knowledge agent id's.

In the above example, the function is taking the question from cell A2, and the configuration settings (Knowledge Agent Id, User and Token) from a separate sheet.