ANALYZE
- Open the Octo extension from your Chrome browser.
- Access “Analyze” Feature for a one-time analysis.
- Click “Fetch Data”.
- Select a sheet that contains the data you want to analyze.
- Ask questions in the “Type your message” box.
- Create a chart by clicking “Create Chart” once the analysis is done to visualize your findings.
SCHEDULE INSIGHTS
- Access the Schedule Insights Section: Open the "Schedule Insights" feature in the Chrome extension interface.
- Specify the Range: Enter the range of cells to analyze in the "Range" field (e.g., Sheet1!A1:B2).
- Add a Prompt for Analysis: Provide the analysis prompt in the "Prompt" field to specify what kind of insights you want.
- Enter Your Email: Input your email address in the "Email" field to receive scheduled insights.
- Set the Email Subject: Enter a subject line for the scheduled email in the "Subject" field.
- 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
- Access the Notification Feature: Navigate to the "Create Notification" section in the extension interface.
- Specify the Range: Enter the desired range in the "Range" field (e.g., Sheet1!A1:B10) to monitor specific cells in your Google Sheet.
- Set the Value to Monitor: Provide the value or condition you want to monitor in the "Value to Monitor" field.
- Enter Notification Email: Input your email address in the "Email" field to receive notifications when the specified condition is met.
- Create the Notification: Click the "Create Notification" button to save and activate the notification.
- Enable Notifications: Ensure you’ve shared the Google Sheet file with the service account (octo-680@octo-429713.iam.gserviceaccount.com)
- Receive Alerts: Once configured, you’ll receive email alerts whenever the specified value or condition in the selected range is triggered.