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    • Home
    • How to use
    • Blog
    • Privacy Policy
    • Disclosure
    • FAQ
    • Feature Request
Octo
  • Home
  • How to use
  • Blog
  • Privacy Policy
  • Disclosure
  • FAQ
  • Feature Request

HOW TO USE

 ANALYZE (Getting Started)

  1. Open a Google Sheet with data.
  2. Click on "Analyze with Octo" button within google sheets for a quick analysis.
  3. Or open the extension from all extensions in top right corner.
  4. Click on “Analyze” button..
  5. Please ensure to consent to sharing sheets with the chrome extension. It is required from Google's side to do the analysis.
  6. Select a sheet that contains the data you want to analyze.
  7. Ask questions in the “Type your message” box.
  8. Create a chart by clicking “Create Chart” to visualize your findings.



SCHEDULE INSIGHTS

  1. Access the Schedule Insights Section: Open the "Schedule Insights" feature in the Chrome extension interface.
  2. Specify the Range: Enter the range of cells to analyze in the "Range" field (e.g., Sheet1!A1:B2).
  3. Add a Prompt for Analysis: Provide the analysis prompt in the "Prompt" field to specify what kind of insights you want.
  4. Enter Your Email: Input your email address in the "Email" field to receive scheduled insights.
  5. Set the Email Subject: Enter a subject line for the scheduled email in the "Subject" field.
  6. Define the Schedule Dates:

                     Start Date: Choose the starting date for the schedule in the "Start Date" field.

                     End Date: Specify the ending date in the "End Date" field.

            7. Choose a Day of the Week: Indicate the day (e.g., Monday) for scheduling insights in the "Day of Week" field.

            8. Set the Time: Input the time (in PST) to receive the insights email in the "Send Time" field.

            9. Enable Automation: Ensure you’ve shared the Google Sheet file with the service account (octo-680@octo-429713.iam.gserviceaccount.com)       

          10. Schedule the Insights: Click the "Schedule" button to finalize and activate the schedule.



NOTIFICATIONS

  1. Access the Notification Feature: Navigate to the "Create Notification" section in the extension interface.
  2. Specify the Range: Enter the desired range in the "Range" field (e.g., Sheet1!A1:B10) to monitor specific cells in your Google Sheet.
  3. Set the Value to Monitor: Provide the value or condition you want to monitor in the "Value to Monitor" field.
  4. Enter Notification Email: Input your email address in the "Email" field to receive notifications when the specified condition is met.
  5. Create the Notification: Click the "Create Notification" button to save and activate the notification.
  6. Enable  Notifications: Ensure you’ve shared the Google Sheet file with the service account (octo-680@octo-429713.iam.gserviceaccount.com)  
  7. Receive Alerts: Once configured, you’ll receive email alerts whenever the specified value or condition in the selected range is triggered.


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