Runs in your Google Sheet

Stop rebuilding spreadsheets.
Claude writes them for you.

Claude reads your live Shopify, Meta, Google and Klaviyo data and builds the report, model or forecast straight into a Google Sheet, formulas and all. Point it at Polar's semantic layer and every number, down to contribution margin, matches your bank account, not a guess. Build it once, schedule it, and it refreshes on its own.

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Setup

How to connect Google Sheets to Claude

Real setup, in a few minutes.
01 · What you need

Your Google Sheet

The spreadsheet you want to explore, living in your Google Drive. Any tab, any size.

Open Google Sheets →
Claude

A Claude account

Claude with connectors: Pro, Max, Team or the desktop app. Free to start, no card needed.

Download Claude →

Google Drive connector 1 toggle

Claude reads Sheets through its Google Drive connector. There is no separate Sheets connector to install.

Turn it on in Claude →
02 · Three steps to answers
1

Turn on the Google Drive connector ~1 minute

Give Claude read access to your Drive.
How to
1
In Claude, open Settings → Connectors and enable Google Drive. Sign in with the Google account that holds your Sheet.
2
Grant read access. Claude can now open the Sheets and Docs in that Drive, and nothing else.
Good to know: there is no dedicated Google Sheets connector. Google Drive is how Claude reads your Sheets, so this one toggle is all you need.
Get Claude and connect Drive
2

Point Claude at your Sheet ~1 minute

Tell Claude which spreadsheet to read.
How to
1
Paste your Sheet's link in the chat, or just name it, for example the Q4 Revenue sheet.
2
Claude confirms access and reads the rows. Your data stays in your Drive, Claude only reads what you point it to.
SourceGoogle Sheets (via Drive)
SheetQ4 Revenue · 1,204 rows
AccessRead only
3

Ask anything the payoff

Type a question. Claude answers from the sheet.
What this unlocks

Answers in plain English, no formulas.

Ask like you would ask a teammate. Claude reads the relevant rows and comes back with summaries, formulas, breakdowns and charts you can paste straight into your report.

A few of the things you can ask:

ASKWhat is my best-selling SKU?
ASKSummarize the 'Sales' tab in three lines.
ASKWhat changed vs last week?
ASKWrite a formula for 30-day rolling revenue.
ASKWhich region grew fastest this quarter?
ASKDedupe the emails column.
See the 15 things you can do
Get started

Connect your Sheet to Claude in a few minutes.

Turn on the Google Drive connector, point Claude at your spreadsheet, then just ask. Free to start, no formulas. Add Polar when you want the same answers across your whole store.

Download ClaudeBook a Polar demo ↗
The Free Guide

What Claude can actually do in Google Sheets

Every capability is real, shown with an example. Expand each to see how to do it with just Claude and a sheet.

Summarize any sheet

Turn hundreds of rows into a three-line summary of what matters.

Sales· 1,204 rowsReading
ClaudeSummarize this month's sales sheet
ClaudeRevenue up 12% MoM, driven by returning customers. AOV flat at $68.

Find trends & outliers

Spot spikes and drops without building a single pivot table.

Daily revenue· 90 rowsReading
ClaudeWhat changed vs last week?
ClaudeOrders +8%, but refunds doubled on SKU-204. Worth a look.

Clean & reformat data

Dedupe, split columns and standardize values in one request.

Contacts· 4,400 rowsReading
ClaudeDedupe the emails column
Claude412 duplicates removed, 3,988 unique contacts kept.

Draft formulas for you

Describe the calculation; Claude writes the exact formula.

Revenue· 1,204 rowsReading
ClaudeFormula for 30-day rolling revenue
Claude=SUMIFS(B:B, A:A, ">="&TODAY()-30)

Answer business questions

“Which region is growing fastest?” answered in seconds.

Sales by region· 320 rowsReading
ClaudeWhich region grew fastest?
ClaudeAPAC, +48% QoQ. EMEA +21%, US +14%.

Compare periods

Week-over-week or month-over-month, Claude does the math.

Channel revenue· 480 rowsReading
ClaudeCompare Q1 vs Q2 by channel
ClaudePaid +15%, Email +31%, Organic -4%. Email is your momentum.

Turn a sheet into a report

Ask once and get a full written breakdown, ready to share.

Sales· 1,204 rowsReading
ClaudeBuild a monthly performance report
ClaudeA 3-paragraph summary + a top-5 movers table, ready to paste.

Rank & prioritize

See what actually makes money, not just what sells.

Products· 260 rowsReading
ClaudeRank products by margin, not revenue
ClaudeYour top 3 by margin aren't your bestsellers. Reallocate promo.

Forecast from history

Turn past performance into a forward view.

Monthly revenue· 24 rowsReading
ClaudeProject next month's revenue
Claude≈ $214k next month, from your 6-month trend and seasonality.

Segment your customers

Group buyers by value without a single formula.

Customers· 8,900 rowsReading
ClaudeGroup customers by LTV tier
ClaudeVIPs (8%) drive 41% of revenue. Build a retention flow.

Spot data-quality issues

Catch the broken rows before they reach a report.

Orders· 3,600 rowsReading
ClaudeFlag missing or broken values
Claude27 rows missing cost, 5 negative quantities flagged.

Build a pivot in words

Cross-tabulate anything, no pivot table required.

Sales· 1,204 rowsReading
ClaudeSales by category and month
ClaudeA clean category by month matrix, no pivot table needed.

Reconcile two sheets

Match one dataset against another and surface the gap.

Orders + Payouts· 3,600 rowsReading
ClaudeReconcile orders vs payouts
ClaudeA $1,240 gap. 6 orders refunded but never deducted.

Explain a metric move

Not just what changed, but why.

Spend & CAC· 180 rowsReading
ClaudeWhy did CAC jump in March?
ClaudeSpend +40% while conversions stayed flat. Creative fatigue on Meta.

Draft the follow-up

From numbers to a sendable email in one step.

Weekly KPIs· 52 rowsReading
ClaudeEmail these numbers to my team
ClaudeA concise recap with three clear actions, ready to send.
The Ceiling

Where Claude + Google Sheets alone stops.

It's only as good as the numbers you feed it. Ask for contribution margin or true CAC and it reconstructs them from raw rows and the assumptions you typed in, because every tool defines those numbers a little differently. It looks authoritative in a cell and can still be wrong. Every Monday someone copies revenue, spend and CAC out of five dashboards, reconciles the ones that disagree, and it's stale by lunch.
Margin model (built by AI)
Metric
Value
Net revenue
$482,100
Ad spend
$141,900
Contribution margin
38%
True blended CAC
$34
Looks authoritative. Still wrong.

That 38% was reconstructed from raw rows and the assumptions someone typed in, no shipping, no returns, no discounts. Polar's governed number is 27%.

Off by 11 points
The Upgrade

Google Sheets + Claude + Polar

Plug in Polar and the same sheets fill with live, attributed numbers, every metric defined once. Here's what teams ask once the whole store is connected.
Where am I wasting spend this week?
$4,210wasted
3 campaigns below target ROAS flagged

Paid media health check

Catch overspend across Meta and Google before the week closes.

What is my blended ROAS by channel?
3.4xblended
Meta, Google and TikTok combined

Blended ROAS, live

True return per channel, ad cost and COGS included.

Which campaigns can I scale?
2ready to scale
Prospecting 4.1x, Brand 6.7x ROAS

Scaling opportunities

Find the winners worth more budget today.

Net margin by product after ads and COGS?
42%top SKU
Serum 42%, Kit 31%, Refill 9%

True net margin

Real profit per SKU, not just revenue.

Contribution margin trend?
+6 ptsup
Trending up over the last 90 days

Contribution margin

Track the metric that actually pays the bills.

Which SKUs sell below break-even?
2below
Refill and sample kit losing money

Break-even check

Stop bleeding on products that lose money.

How much are discounts costing me?
$12.4kmargin lost
Promo orders vs full-price margin this month

Discount leakage

See what promotions really take off the bottom line.

LTV by acquisition cohort?
$180Mar cohort
Improving month over month

LTV by cohort

See which months bring your best customers.

What is my repeat purchase rate?
38%+4 pts
vs the previous 90 days

Repeat rate

Track loyalty moving in the right direction.

Which customers are at churn risk?
601at risk
Lapsed 60d+ and declining AOV

Churn risk

Win them back before they are gone.

How is my subscription base holding?
88%month 3
Active subscribers still billing

Subscription retention

Know your recurring revenue is holding up.

What is about to stock out?
7SKUs at risk
Below 14 days of cover at current sell-through

Stockout risk

Reorder before your bestsellers go dark.

Where is cash tied up in stock?
$82ktied up
Slow movers and overstock across warehouses

Working capital

Free up cash sitting in dead inventory.

What should I reorder now?
5to reorder
Hit their reorder point this week

Reorder list

Never stock out on the products that sell.

How fast is this launch selling through?
72%30-day
Sell-through on this season's drop

Sell-through rate

Double down on the products clearing fast.

Stop building the spreadsheet. Start deciding from it.

Connect your store through Polar and every sheet fills with live, attributed numbers, real CAC and contribution margin, defined once.

Set up Google Sheets + Polar Book a demo

Got Questions? We've Got Answers

How does Google Sheets work with Polar?
Polar syncs your Google Sheets into a governed data layer, so your AI reads and answers questions across them in plain English, alongside the rest of your store data.
Do I need to know formulas or SQL?
No. You ask in natural language and Claude handles the analysis on Polar's clean data, so you get answers without writing a single formula or pivot table.
How do I connect Google Sheets?
Connect Google Sheets in Polar in one click, then ask through Polar's MCP. Setup takes minutes and needs no engineering.
Can Claude write formulas for me?
Yes. Describe the calculation you want and Claude drafts the exact Google Sheets formula, ready to paste into your sheet.
What kinds of questions can I ask?
Summaries, trends and outliers, data cleanups, formulas, period comparisons and business questions like which region is growing fastest, all answered in seconds.
Is my data safe?
Yes. Polar only reads the sheets you connect, access is governed and revocable, and your data stays inside your Polar workspace.
Does it work with my other tools?
Yes. Google Sheets is one source. Polar unifies it with Shopify, Meta, Google and Klaviyo, so Claude can answer across your whole business, not just one sheet.
How fast do I get value?
Immediately. Connect a sheet and start asking questions the same day, with no data modeling or setup work first.