Module 06Lesson 6

Lesson 6. Databases and Spreadsheets for Non-Technical Users

Hands-on: Zapier

Lesson 6. Databases and Spreadsheets for Non-Technical Users#

Why This Matters#

A database (DB) is a place where data is stored. For non-technical users, the simplest databases are Google Sheets, Airtable, Notion. Understanding how they work helps organize your agent's data.

Key Idea#

Database = structured storage of information

Instead of chaos in notebooks and files, all data is in one place, organized and available for integrations.

Google Sheets as a Database#

Why Google Sheets are popular:

  • Free

  • Intuitive interface (like Excel)

  • Easy to integrate via API

  • Can share access with the team

Table structure:

IDNamePhoneEmailStatusDate
1Ivan+7-999-111-22-33ivan@mail.ruNew2026-02-01
2Maria+7-999-222-33-44maria@mail.ruProcessed2026-02-02

What's here:

  • Columns — data fields (ID, Name, Phone, ...)

  • Rows — records (each row = one client)

  • Cells — values

How an AI agent works with Google Sheets:

  1. The agent collects data from the client

  2. The agent sends data via API to Google Sheets

  3. Google Sheets writes a new row

  4. The team sees the updated spreadsheet in real time

Airtable — Enhanced Spreadsheets#

What it is: spreadsheet + database + interfaces

Advantages over Google Sheets:

  • Links between tables (e.g., "clients" linked to "orders")

  • Different views (table, kanban, calendar)

  • More flexible field types (dropdowns, checkboxes, attachments)

Example Airtable structure:

"Clients" table:

IDNamePhoneOrders (link)
1Ivan+7-999-111-22-33Order #101
2Maria+7-999-222-33-44Order #102, Order #103

"Orders" table:

IDServicePriceClient (link)
101Haircut1500Ivan
102Manicure2000Maria
103Pedicure2500Maria

How the link works:

Airtable automatically links Ivan to Order #101. You click on "Ivan" → see his orders.

Notion as a Knowledge Base and Database#

What it is: notebook + database + wiki

Where to use:

  • Knowledge base for AI agent (FAQ, instructions)

  • CRM (client table)

  • Tasks and projects

Example client database in Notion:

NameContactStatusNotes
Ivan+7-999-111-22-33HotWants website, budget 200k
Mariamaria@mail.ruWarmInterested in SMM

Integration with AI agent:

  • Agent reads knowledge base from Notion

  • Agent writes leads to Notion table

  • Team works with data in Notion

Cloud Services and Storage#

What they are: services that run on the internet (not on your computer)

Examples:

  • Google Drive — file storage

  • Dropbox — file storage

  • AWS S3 — storage for large data (advanced level)

Why for an AI agent:

  • Store client files (documents, photos)

  • Read files for knowledge base

  • Generate and save reports

Example:

Client sends a photo to the bot → bot saves to Google Drive → team sees the file in a shared folder