What you need
A Google Workspace account (Gmail, Sheets, Drive) and a Reinfera account. After signup, you'll connect your workspace and register the spreadsheets and data sources you already use.
Step-by-step
- Connect Google WorkspaceIn Settings → Connections, connect your Google account. Reinfera requests access only to the scopes it needs (e.g. read Gmail for payment confirmations, read/write Sheets for mapped sources). Tokens are stored securely.
- Attach sheets per agentOpen each agent workspace (Payments, Leads, Attendance, Recital / Operations). Use “Choose Google Sheet” to pick a file from Drive, select the worksheet tab, then profile headers. Purpose is set automatically for that agent so you do not pick it from a separate list.
- Map source columnsFrom the agent setup block, open “Map columns & approve”. Reinfera suggests canonical mappings (e.g. student name, amount due). Save when correct so agents read consistent fields.
- Run your first agentFrom the Agents list, open the Payments (or Leads, Attendance, etc.) workspace. Review source coverage and last sync, then run the agent. Check artifacts and approvals before any outbound action.