Using Google Sheets as a data source
You can connect Tability to Google Sheets to automatically pull metrics from Google Sheets without having to switch context.
Once you add Google Sheets as a data source for an outcome/Key Result, Tability can:
- Pull the most recent value of the metric when you open the check-in form.
- Automatically sync your metric while the plan is active (Premium subscription only).
How to enable the integration
Step 1. Upgrade to the Plus or Premium subscription
You'll need to have a Plus subscription to use Google Sheets as a data source and automatically pull the metric value in the UI for your check-ins.
You'll need to have a Premium subscription to enable the sync.
Step 2. Connect your Google account to Tability
- Go to https://tability.app/account/integrations
- Connect to Google
Once connected, the integration panel should look like the picture below 👇
How to add a data source to an outcome of Key Result
Once Google is connected, you will be able to use it as a data source for your outcomes/KRs.
Step 1. Open up your edit panel of your outcome/KR
Click on "Edit" to open up the Edit panel of any outcome/KR in your workspace.
Step 2. Select Google Sheets as a data source
Go to the "Data source" tab and select Google Sheets.
Step 3. Select the spreadsheet, sheet and cell
Use the dropdowns and fields to select the cell that contains the data to pull from.
Step 4. Save your connection
Click on "Save & preview" to complete the connection.
Tability will retrieve the current value for that metric and your screen should look like this 👇
You can now toggle the option to Enable auto-sync of your metric if you're on a Premium subscription.
Tability will retrieve the value of your metric from Google Sheets every other day, and will create a check-in on behalf of the owner of the outcome/KR.
The first data sync should happen within 1h of enabling this option.
How to use the data source in your check-ins
It's all automatic! Once an outcome/KR is connected to a data source, Tability will automatically pull the current value whenever you open up the check-in modal.