> For the complete documentation index, see [llms.txt](https://help.filed.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.filed.com/reference/plugins/prowork/google-sheets.md). # Google Sheets Prowork for Google Sheets is a Google Workspace add-on that opens a Filed sidebar inside any Google Sheets file. The AI chat, the ability to write structured data into the sheet, and the cross-check capability are the same as in the Excel add-in. Preparers who work in Google Sheets get the same AI-assisted workpaper experience as those using Microsoft Excel. ## What Prowork for Google Sheets does The add-on runs as a sidebar panel inside Google Sheets. Once a client is selected, the AI has full access to the workspace's connected integration data for that client. The add-on supports the same two extended capabilities as the Excel add-in: **Writing data to the sheet.** The AI can populate the active sheet with income summaries, structured tables, and other formatted outputs based on client data from Filed. All writes to the spreadsheet run inside a single Apps Script server-side execution, which avoids the round-trip delays that would occur with individual browser-to-server updates. **Cross-checking figures against source documents.** The AI can compare values in the open sheet against the client's source data from Filed integrations, reporting matches and discrepancies so preparers can catch errors before the return is finalized. The tool contract - the names and behaviors of the actions the AI can take in the sheet - is shared between the Excel add-in and the Google Sheets add-on, so the capabilities stay in sync across both platforms. ## Before you start * A Google account with access to Google Sheets * Access to the Filed workspace where Prowork will be connected Each person installs the add-on on their own Google account via the Google Workspace Marketplace. The add-on is scoped to the current spreadsheet and the signed-in Google account only. ## Install the Prowork Google Sheets add-on {% hint style="info" %} **Install the add-on in Google Sheets first, then generate your login code.** Login codes can only be viewed once - at the moment the connection is created in Filed. Starting from the add-on means the code is generated right when you need it, so there is nothing to keep track of in between. {% endhint %} ## Sign in with your login code The login code connects the add-on to your Filed workspace. It is a one-time code: Filed shows it once, when the connection is created, and it cannot be viewed again afterwards. This is a security measure - the code acts as a credential for this specific installation. The smoothest way to sign in: {% stepper %} {% step %} ### Open the Filed sidebar in Google Sheets With the add-on installed, open the sidebar via **Extensions > Filed Prowork > Open** and click **Sign in**. The add-on walks you through the steps and takes you to the right screen in Filed. {% endstep %} {% step %} ### Create the connection in Filed Give the connection a device name and click **Next**. Filed generates your login code and displays it once - keep this browser page open until you have completed the next step. {% endstep %} {% step %} ### Paste the code in Google Sheets Copy the login code, paste it into the Filed sidebar, and confirm. The status in Filed updates from Created to Active, and you are signed in. {% endstep %} {% endstepper %} {% hint style="success" %} **Lost the code or closed the page too soon? No harm done.** Simply create a new connection and use the fresh code - new connections do not cost anything extra, and unused ones can be removed from the Installations table at any time. Once you have signed in successfully, the add-on remembers you: the login code is only needed during setup, not for day-to-day use. {% endhint %} ## Selecting a client After signing in, the preparer selects a client using the search box or list in the sidebar. Selecting a client loads that client's data from all connected integrations. Switching clients mid-session is supported. ## Asking questions in the chat The chat interface in the sidebar works the same as in the Excel add-in. With a client selected, the AI answers questions about documents, income figures, deductions, and anything else available from the workspace's connected integrations. ## Writing data to the spreadsheet Preparers can ask Prowork to draft tables, income summaries, or other structured data into the active sheet. The add-on sends writes through a server-side Apps Script execution, which means the sheet updates in one server round-trip rather than making separate browser-to-server calls for each cell. As with the Excel add-in, being specific about the target range or the desired layout in the request improves precision. ## Cross-checking figures against source documents With a client selected, the preparer can ask Prowork to compare figures in the open sheet against the client's source data from Filed. The workflow and guidance are the same as for the Excel add-in: name specific rows, columns, or ranges in the request, and ensure the relevant integrations are connected in Filed so the AI has the source data to compare against. ## Reinstalling or removing the connection ## Troubleshooting **Sidebar not appearing.** Confirm the add-on is installed and enabled. In Sheets, go to Extensions > Add-ons > Manage add-ons and check that Filed Prowork is enabled for the current spreadsheet. Add-on availability can vary per document. **The Prowork Google Sheets screen in Filed shows no login code.** Login codes are shown once, when a connection is created, and cannot be viewed again afterwards. To get a fresh code, either open your existing installation in the Installations table and choose **Reinstall**, or create a new connection. Both are safe: new connections do not cost anything extra, and any unused entries can be removed later. **Status stuck on Created.** The login code was not completed. Open the Filed sidebar in Sheets, paste the login code from the Filed install page, and confirm. If the status does not update, use Reinstall in Filed to generate a fresh code and sign in again. **Asked to sign in again unexpectedly.** After a successful sign-in the add-on remembers you - a new login code is not needed for regular use. If Sheets does ask you to sign in again, generate a fresh code via Reinstall or a new connection; the previous code cannot be reused. **AI responses do not reflect the selected client's data.** Verify that the relevant integrations are connected in Filed for the workspace. The AI draws on data from integrations that have been set up and are in an active state. --- # Agent Instructions This documentation is published with GitBook. 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Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.