Google Drive + Querri
Pick the workbooks and exports your team keeps in Drive, and ask about all of them at once. Querri reads every tab of each Google Sheet, re-reads the files on a schedule and answers with your own definitions.
Querri opens only the files you pick, and only reads them. It never sees your Google password. SOC 2 Type II, HIPAA and ISO 27001:2022 certified.
Why Google Drive reporting gets hard
Teams that run on spreadsheets hit the same walls every month. Drive does its job, which is storing and sharing files; reporting across forty of them was never part of it.
Each region, client or month gets its own workbook, plus a "final_v3" copy someone made in a hurry. A question about the whole business starts with finding which files count.
IMPORTRANGE caps each request at 10MB of data and checks for updates hourly, and only while the sheet is open. Chain a few together and the totals lag or stop loading.
A Google Sheet holds up to 20 million cells. Stack every monthly export into one master tab and it gets slow long before then, so history ends up split across old copies.
Anyone who can open a sheet can see every tab: Google says viewers can still reach hidden sheets, and protected ranges aren't a security measure. So teams keep one copy per manager, by hand.
A new column in the export, a renamed tab, two title rows instead of one. Pivots and lookups break quietly, and someone spends the morning working out why the total changed.
What you can finally answer
Each is a request finance, operations and agency teams make about the files in their Drive, why it eats time today, and what Querri does instead.
Why it's hard
Every region's workbook has title rows, notes beside the table and a tab per month, so the roll-up is a day of copy, paste and check.
With Querri
Pick the Sheets in Google's file picker. Every tab comes in as its own table, and the results land together in the Library, where tidying title rows and notes is a request rather than a copy-and-paste job. The roll-up can go back out as a formatted workbook.
Why it's hard
A spreadsheet shows this month. Last month lives in version history or a copy with a date in its name, and comparing the two means two windows and a calculator.
With Querri
Name the numbers that matter as KPIs. Each sync adds a data point, so last month sits next to this month without a dated copy, and Nightly insights flags the store, client or line that moved outside its usual range.
Why it's hard
The budget is a Google Sheet with account names someone typed; actuals come from an accounting export with different names. Matching them is a monthly VLOOKUP that breaks on one renamed line.
With Querri
Connect the budget from Drive and QuickBooks. Tell Querri once which budget line maps to which account in Facts & rules, and every variance answer after that uses the same mapping.
Why it's hard
One file spells the customer "Acme Co.", another "ACME"; one stores amounts as text, another writes "N/A" in a number column. The sums disagree and nobody knows which is right.
With Querri
Before it answers, Querri measures the columns: one customer spelled four ways, amounts stored as text, "N/A" sitting where a number belongs. A value that doesn't fit is kept, not deleted, and the answer notes which cleanup choices changed the total. See data cleansing and trusted answers.
Why it's hard
Sheets shares the whole file. To keep one branch from seeing another, someone maintains a separate copy per manager and re-pastes them every week.
With Querri
Keep one source in Drive. In Workspaces & access, give each manager a row filter once; their branch is all they see in chat, in dashboards, through Claude and through the API.
Why it's hard
Someone opens the latest exports, pastes them into the template, refreshes the pivots, fixes the formatting and emails it out. Miss a Monday and nobody has numbers.
With Querri
Turn the pack into a project one time. Each Monday the schedule runs it against the latest sync of those Drive files and emails a formatted Excel workbook, split into one version per manager or client if you want. See reports and automation.
Why it's hard
Ad platform exports land in Drive every week, each with its own column names, while leads and deals sit in the CRM. Joining them is a spreadsheet nobody wants to own.
With Querri
Bring the exports in from Drive next to HubSpot, and save the way you attribute spend as a skill so the next person runs the same method. The channel-to-revenue playbook shows the steps.
Why it's hard
Upload a spreadsheet to a chat assistant and you get an answer about that file, that once. The next person uploads a different version and gets a different number.
With Querri
Link Querri to Claude or ChatGPT one time. Instead of whatever file someone uploaded, the assistant reads the synced Drive files in your Library, applies your rules and respects each person's access, just as chat in Querri does.
Google Drive plus the rest
The budget, the order log and the client tracker live in Drive. The invoices, deals and transactions live in systems. Querri brings both into one Library, so a question doesn't stop where the spreadsheet does.
Google Drive pairs well with
Answers you can stand behind
"September sales" can mean the rows dated September, or everything in the file called September, which often carries a few late August orders. Both are reasonable, and they differ. Querri answers with one, names it and shows the other, so nobody is quietly off by a few days of revenue. See how answers work.
Wake up to what changed
Overnight, Querri measures your KPIs against their own past, store by store and client by client, and goes looking for changes no one asked about. What it finds is in your Inbox when you start the day; it acts on nothing until you say so.
Custom Google Drive dashboards
Describe the dashboard you want, or start from a screenshot of the one your team already looks at. It reads across all the files you've picked, refreshes when they sync, and changes when you ask. Each manager can be limited to their own rows.
Reports you can stop rebuilding
Ad platform exports from Drive rolled into one view of spend, leads and cost per lead.
Read the playbookOne branded report per client from the exports each account drops into Drive.
Read the playbookUsage and ticket exports scored per customer, without a customer success platform.
Read the playbookRegional or entity workbooks combined into one P&L, sent back as a formatted workbook.
See Excel toolsThe budget sheet against accounting actuals, with the variance tracked month to month.
See KPIsOne scorecard per branch or store manager, each showing only their own rows.
See reportsWhat comes over
Querri syncs the files you choose in Google's picker and pulls the tables out of each one, every tab included. It can't browse, list or search the rest of your Drive.
File types it reads
Each sync is a full refresh, daily, weekly or monthly, or by hand whenever you want. Every file is read again in full, so rows deleted from it disappear in Querri too.
Each tab of a Google Sheet becomes its own table, with the first row as the header. An Excel file picked from Drive brings in its first sheet. Google Docs, Slides and PDFs aren't read through the Drive connector.
Querri never changes your files on its own. It writes to Drive only when you export a result, and only to the place you choose.
You sign in with Google and grant the drive.file scope, which covers only the files you choose. Querri never sees your Google password.
How to connect Google Drive
Open Connect in Querri and say "connect Google Drive," or choose Google Drive from the catalog.
Grant access in Google's own sign-in. Querri asks only for the files you pick, and never sees your password.
Choose the sheets, workbooks and exports in Google's file picker. Nothing else in your Drive is visible to Querri.
Nothing loads until you approve it. Then pick a full refresh daily, weekly or monthly.
Each sheet and table shows up in the Library. Ask about it in chat, or build a dashboard or report on it.
Google Drive FAQ
Ask the Connector Agent in Querri's Connect page to connect Google Drive, or choose it in the catalog. You sign in through Google, select files in Google's own picker, and approve the first load and a schedule. Your Google password never reaches Querri.
CSV and text files, Excel workbooks (.xlsx and .xls), JSON, Parquet and Google Sheets. Every tab of a Google Sheet comes over as its own table; an Excel file picked from Drive brings in its first sheet. Google Docs, Google Slides and PDFs aren't supported through the Drive connector.
No. Querri uses Google's drive.file scope, so it can open only the files you choose in Google's own file picker. It can't browse, list or search the rest of your Drive, and a file you never picked stays invisible to it.
Each Google Drive connection runs a full refresh daily, weekly or monthly, and you can sync by hand at any time. There's no incremental mode: every sync reads the picked files again in full, so edits and deleted rows show up after the next sync.
No. Querri only reads your files and never changes them on its own. It writes to Drive only when you choose to export a project's results, as CSV, Excel, Parquet, PNG or SVG, and only to the place you pick.
They don't carry over file by file. Querri can open only the files the connected Google account picked. Inside Querri, who sees which rows is set by Querri's own sharing and row-level access, so connect with an account that holds the files you want, then set access in Querri.
Not on its own. Because Querri can open only files you've picked, a new file needs to be picked in the file picker once. Files you've already picked are read again on every sync, so changes inside them come through automatically.
No. Google Sheets come in through the Google Drive connector, with every tab kept as its own table. The Google Sheets page covers what that means for teams that live in Sheets.
Connect both, and Querri brings the spreadsheet and the QuickBooks data into the same Library. Tell it once how budget lines map to accounts, or how a customer in the sheet matches one in QuickBooks, and every answer and report uses that mapping.
Connect the CRM next to Drive, and Querri joins the quota sheet, territory plan or ad platform export to the CRM records, matched on account, rep or email. When a match could be wrong, for example a name spelled two ways, the answer says so.
Connect the budget sheet from Drive and the system that holds actuals, such as QuickBooks or NetSuite. Define the variance as a KPI, and Querri measures it on every sync and keeps its history, so month-over-month changes are a question rather than a rebuild.
Keep them as Google Sheets, or upload the Excel files, and pick them all. Each tab comes in as a table, and the Library combines them into one view you can ask about. Ask for the roll-up, and it can come back as a formatted Excel workbook.
Yes. Turn the report into a project and put it on a schedule. Every run uses the most recent sync of your Drive files and emails a formatted Excel workbook, either one shared copy or a separate copy for each manager or client, with only their rows.
Yes. Describe what you want to see, or paste a screenshot of a dashboard your team already relies on, then adjust it in plain words. One dashboard can draw on every picked file plus your other connected systems, with rows limited per person.
Yes. Once Querri is linked to Claude or ChatGPT, the assistant works from the Drive files synced into your Library rather than a one-off upload, with your definitions applied and each person's Querri access respected, so its numbers agree with your dashboards.
Usually, yes. Each tab is read with its first row as the header. If a tab has title rows or several tables on it, ask in the Library to tidy it, or upload the Excel file, where Querri's workbook reader handles those layouts. Answers say what was cleaned.
Yes. Keep one spreadsheet in Drive and set a row filter per person in Querri once. The filter follows that person into chat, dashboards, Claude, ChatGPT and the API, so you no longer need a separate copy of the file for each manager.
Querri is SOC 2 Type II, HIPAA and ISO 27001:2022 certified, and your data is never used to train a model. You sign in through Google, Querri sees only the files you pick, and the Connector Agent never handles your password.
Keep exploring
Connect Google Drive in a few minutes. Querri opens only the files you pick, and only reads them.