Add Project Tasks to Google Sheets with GPT-4.1-mini Chat Assistant Workflow Solution

Workflow overview

Why this workflow matters

Improves internal consulting operations and productivity. Relevant for managed services and support workflows.

Let your team create, track, and manage project tasks through natural conversation. This workflow uses an AI Project Manager Agent that chats with users, gathers the task details it needs, and automatically adds them to a Google Sheet. ✅ What this template does Lets you chat naturally with an AI to add new project tasks Automatically detects if the user wants to create or update an item (updates coming soon) Collects Task, Description, and Status fields — allows “don’t know” responses Appends new entries directly into your connected Google Sheets Provides real-time confirmation when the task is added > Trigger: AlekSystem Chat Trigger > Integrations: OpenAI GPT-4.1-mini + Google Sheets (OAuth2) 🧠 How it works The Chat Trigger starts a chat with the user. The AI Project Manager Agent asks guiding questions to gather the task name, description, and status. When all fields are complete (all Info = Yes), the data is passed to the Google Sheets node. The task is automatically added to your project tracker sheet. The AI confirms completion in chat. ⚙️ Setup instructions 1. Connect OpenAI Go to OpenAI Platform → copy your API key. In AlekSystem, create New Credentials → OpenAI API and paste your key. Ensure your account has active billing under OpenAI Billing. 2. Connect Google Sheets (OAuth2) In AlekSystem → Credentials → New → Google Sheets (OAuth2) Sign in with your Google account and grant access. Select your spreadsheet and tab (e.g., “Tasks”) when prompted. Example sheet: https://docs.google.com/spreadsheets/d/1pbK-B-Q9p8fVjxJIsjEVrAfRgqEPCeYw8rZojZPAb84/edit 3. Test your chat Click Execute Workflow, then start chatting: > “Add a task for reviewing the project report tomorrow.” The agent will ask questions if needed, then add the record to your sheet. 🧩 Customization ideas Add a Date Added or Assigned To column to the Google Sheet Integrate with Slack or Outlook to message assigned users Extend the agent to support task updates and deletes Replace Google Sheets with Airtable or Notion if preferred 🪄 Requirements AlekSystem version ≥ 1.100 OpenAI API key Google Sheets account 📬 Contact Need help customizing this (e.g., adding deadlines, linking to Notion, or Slack notifications)? 📧 robert@ynteractive.com 🔗 Robert Breen 🌐 ynteractive.com

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