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Building a Custom GPT for Spreadsheet CRUD

API Spreadsheets Team ·

Building a Custom GPT for Spreadsheet CRUD

Pre-requisite

  1. Make sure you have an account on API Spreadsheets
  2. Upload an excel file and/or Google Sheets

1️⃣ Download your file's OpenAPI spec

  1. Open the file page in the dashboard.
  2. Click AI ▸ Download OpenAPI (.yaml).
  3. Download the OpenAPI spec
    Download the OpenAPI spec
  4. This will download a file named openapi-spec.yaml. We will be using the contents of this later on

This spec can now be copied and pasted in a Custom GPT

2️⃣ Create a Custom GPT

  1. In ChatGPT, click ExploreCreate.
  2. Create a Custom GPT in your Chat GPT account
    Create a Custom GPT in your Chat GPT account
  3. Name your GPT, add a Description, and Instructions (system prompt). For our example Custom GPT that accesses our NYC Restaurant recommendation spreadsheet, we have gone with the following
    • Name Personal NYC Restaurant Agent
    • Description This GPT looks at the personalized recommendations in a spreadsheet and reads, adds, updates and deletes them
    • Instructions The GPT can look at the restaurant data in the spreadsheet to provide targeted recommendations. It can also add new restaurants to this list. When adding new restaurants make sure to ask the user for all the pertinent details. Pertinent details can be defined by the columns in the spreadsheet. If the user asks for deleting a row, make sure to confirm one more time. If the user asks to update any information for a restaurant, also confirm before making the update
  4. Add Name, Description and Instructions for your CustomGPT
    Add Name, Description and Instructions for your CustomGPT
  5. Make sure to check Code Interpreter & Data Analysis and then click on Create new action
  6. Check Code Interpreter and click Create new action
    Check Code Interpreter and click Create new action
  7. Now open the openai-spec.yaml file that you downloaded previously and copy and paste ALL the content in the Schema text box. If the paste is successful you will see Available Actions being populated
  8. Then scroll down to the Privacy Policy and paste the API Spreadsheets privacy policy link (https://apispreadsheets.com/privacy)
  9. Copy paste schema and add privacy policy
    Copy paste schema and add privacy policy
  10. Click Create to make your CustomGPT connected to spreadsheet live. Choose your Share GPT setting and click Save
  11. Final Create your CustomGPT
    Final Create your CustomGPT

3️⃣ Try it out

4️⃣ Best practices

Troubleshooting