How to Automate Google Sheets

You automate Google Sheets in three layers. Formulas and functions handle anything that stays inside the sheet. Apps Script and scheduled triggers handle repeatable jobs on a timer. Getting the numbers in from tools that have no export is the layer most people still do by hand, and the one worth handing to an agent like WebRun.

Google Sheets quietly became the company database

Google Sheets, which plenty of people still call a Google Spreadsheet, is the free spreadsheet in Google Workspace. In most small companies it quietly became the place where the business is actually run. It holds the customer list, the job schedule, the stock count, the commission working and the numbers someone reads out on Monday morning.

It earned that job by being easy to get into. It opens in a browser, several people can type in it at once, and nobody has to ask an administrator for a licence. The bookkeeper, the office manager and the owner can all be in the same tab at the same time, which is more than can be said for most of the software those three were given.

So the spreadsheet sits downstream of every other tool you own. The booking system, the card terminal, the accounting package and the inbox all feed one sheet, because it is the only place all of it can sit side by side.

Every number in it arrives by hand

Almost none of the time spent on a spreadsheet is spent thinking. It goes on moving numbers into it.

Someone opens the booking system every morning, reads yesterday's total off a dashboard, and types it into a cell. Someone exports a report from the CRM, opens the CSV, deletes three columns and pastes the rest into a tab. Someone checks four supplier portals for prices that changed and updates a column by hand. Someone copies the same figures into a second, tidier sheet for a manager who will never open the first one.

Each takes a few minutes, which is exactly why nobody ever fixes them. They become visible only when the person who does them is on holiday and the sheet goes stale for a fortnight, or when a number gets typed wrong and a decision gets made on it.

The google.com homepage, the app these three jobs run in. Google Sheets
Filling the sheet Yesterday's orders, bookings, balances and ad spend, collected from wherever they live and written into the right row before you open the tab.
Working through the sheet Taking each row and doing something with it somewhere else: a reminder sent, a price checked, a status looked up and written back.
Getting the sheet read Turning the tab nobody opens into a short summary that lands in the place your team already looks every morning.

Formulas only reach what is already open to them

The sheet does more on its own than most people use, and it is worth knowing how far that reaches before paying for anything. One sheet can read a range out of another and stay in step with it. A long tab can be filtered down to a short one that updates itself. A table on a public web page can be pulled in and refreshed. Apps Script will run a job on a timer, so a nightly tidy-up or an emailed snapshot really can be set and forgotten.

Every one of those has the same ceiling. They can only reach what is already open to them: another spreadsheet, a public page, a tool with an API and someone on hand to write against it.

The numbers you actually want are almost never in those places. They are behind a login, on a screen, in a supplier portal or a bank or a booking system or a twenty-year-old piece of trade software, sitting there in plain sight with no export button anywhere near it. That is the wall, and it is the reason someone in your office is still retyping figures at nine in the morning.

A spreadsheet that goes and fetches for itself

Change that, and the question stops being what can I import and becomes what do I want to know.

You buy from six suppliers, and every one shows live prices and stock behind its own login. That can be a column instead: this morning's price against what you paid last time, so the line that moved is obvious before you order.

You ship. Tracking numbers go out and somebody spends an afternoon pasting them into courier sites one at a time. Those statuses can be sitting in the sheet by the time you open it, with anything that stopped moving pushed to the top.

The same trick works on anything you can see in a browser. What your competitors are charging today. Which of your listings slipped off the first page. The takings from a system that only ever shows them on a dashboard. Whether the permit you are waiting on has changed status yet. None of it needs an API, a developer, or an integration somebody else has to build first.

One rule holds across all of it: automate the collecting, keep the deciding. A sheet that fills itself overnight is a gift. A sheet that emails your customers on its own is a risk, and should never send without a person saying yes.

An agent does the retyping

Between the portal where the number lives and the cell it belongs in sits a person. Only the deciding needs one.

WebRun is an AI agent that works a real Chrome browser, signed in as you. It opens the supplier portal, reads the price off the screen, and writes it into the right row of your spreadsheet. Because it uses the browser rather than an API, it reaches anything you can reach: no key to generate, no add-on, no integration that has to exist first.

It runs on your schedule in your own private environment. You can watch a run and stop it mid-way, and anything irreversible drafts and waits for you.

The workflows below are already built. Each one names the apps it touches and the steps it takes, so you can read what it does before you switch it on.

Questions people ask

Do I need to turn on the Google Sheets API or share my spreadsheet?

No. WebRun opens Google Sheets in a real browser signed in as you, so it works with the access you already have. There is no API key, no add-on and no change to the sharing settings on the file.

Will it overwrite the data already in my sheet?

Only where you point it. Most workflows append a new row or write into one named column, and each template spells out which cells it touches before you turn it on. Writing to a raw tab that your working tabs read from keeps typed work safe either way.

Can it pull numbers out of a tool that has no export button?

Yes, and that is usually the reason to use it. WebRun reads the figure off the screen the way a person would, then writes it into your spreadsheet, so a dashboard with no export is no longer a dead end.

4,178 ready-made Google Sheets workflows

Each one names the apps it touches and the exact steps it takes. Open one to read what it will do, then turn it on.

Automated Nephrology Lab Results Routing
When new lab results arrive in Acumen, WebRun reads the values, flags any outside the nephrology-specific reference range, and posts an alert with the patient and provider details to Slack so nothing critical waits until the next visit.
AcumenSlackGoogle Sheets
Automated Museum Member Benefit Reminders
Every month, WebRun identifies members approaching their one-year anniversary or seasonal program windows in Blackbaud Altru and drafts personalised benefit-reminder emails in Mailchimp for your membership team to review.
Blackbaud AltruMailchimpGoogle Sheets
Automated LTL Proof of Delivery Chasing
WebRun checks your LTL shipments for missing PODs, pulls transit status from SMC3, and drafts carrier follow-up requests so your billing team is never stuck waiting.
SMC3GmailGoogle Sheets
Automated Intermodal On-Time Performance Reporting
Every Monday, WebRun pulls completed intermodal shipment data from Rail Command, calculates on-time performance by lane and carrier, and posts a formatted report to Slack so your team can spot problem lanes before customers do.
RSI Logistics Rail CommandSlackGoogle Sheets
Automated Therap Health Recall Reminders for IDD
WebRun checks Therap weekly for individuals with overdue or upcoming health recalls such as annual physicals, dental visits, and lab work, logs each to a tracker, and drafts appointment request messages for the care team to review and send.
TherapGoogle SheetsGmail
Automated Heavy Haul Equipment Maintenance Alerts
Every Monday, WebRun checks your heavy haul equipment against scheduled maintenance due dates, cross-references each unit's upcoming ProMiles move assignments, and posts a prioritized maintenance alert to Slack so your fleet manager can schedule downtime without disrupting permitted loads.
ProMilesGoogle SheetsSlack
Automated Heavy Equipment Service Reminders
WebRun checks e-Emphasys for equipment approaching its next scheduled service interval, drafts a reminder for each customer, and queues the outreach via Mailchimp for your team to approve.
e-EmphasysMailchimpGoogle Sheets
Encompass Automated Proof of Delivery Chaser
Every morning, WebRun checks Encompass for delivered orders with no POD on file, and posts a chase list to your logistics team in Slack so missing signatures are collected same day.
EncompassSlackGoogle Sheets
Wherefour Automated Quote Follow-Up Drafts
Every Monday, WebRun finds quotes in Wherefour that were sent more than five days ago and have not been accepted or declined, and drafts a personalized follow-up email in Gmail for each one so your sales team can review and send without having to track open quotes manually.
WherefourGmailGoogle Sheets
Automated EV Charging Driver Review Request Drafts
WebRun finds recently completed charging sessions in AMPECO, identifies drivers with no prior review, and drafts a short, friendly review request for each so your team can send them via Mailchimp after a quick check.
AMPECOMailchimpGoogle Sheets
Automated Equipment Lease Residual Value Reporting
Every Monday, WebRun pulls the residual values on all open-end and operating leases in Odessa, compares them to current market benchmarks, and delivers a residual exposure report to your risk team via Slack and Google Sheets.
OdessaGoogle SheetsSlack
Automated Drone Service Google Review Request Drafts
When DroneDeploy marks a project complete and the deliverable is shared, WebRun drafts a personalised review request email in Gmail for your approval before it goes to the client.
DroneDeployGmailGoogle Sheets
Automated On-Time Delivery Performance Report
WebRun reviews the past week of completed loads in Truckbase, compares actual delivery times against scheduled times, calculates your on-time percentage, and posts a performance report to your Slack channel every Monday.
TruckbaseGoogle SheetsSlack
PDI Technologies Automated Weekly Shrink Anomaly Detection
WebRun compares PDI Technologies inventory counts against expected levels each week, flags categories with abnormal shrink, and sends your loss-prevention team a prioritized Slack report.
PDI TechnologiesSlackGoogle Sheets
Automated Local Line Weekly Top-Sellers Report
Every Monday, WebRun pulls the prior week's Local Line sales data, ranks products by revenue and units sold, and logs the results in Google Sheets so you can plan next week's harvest and pricing with real data.
Local LineGoogle Sheets
MeridianLink Automated Member Rate-Change Notice Drafts
When your credit union updates a loan or deposit rate in MeridianLink, WebRun identifies every affected member account, drafts a compliant rate-change notice for each, and queues a Mailchimp batch for your compliance team to review and release.
MeridianLinkMailchimpGoogle Sheets
Automated Court Reporting Client Re-Engagement Reminders
WebRun reviews your active law firm clients in ReporterBase, identifies those with no job booked in 30 days, drafts a re-engagement email for each in Gmail, and logs them in a Google Sheet for outreach tracking.
ReporterBaseGmailGoogle Sheets
Automated LoanPro Payment Reconciliation
Every night, WebRun compares payments posted in LoanPro against your bank settlement data in Google Sheets, flags any mismatches, and sends your finance team a reconciliation digest so exceptions are resolved before the next business day.
LoanProGoogle SheetsGmail
Automated Carbon Reduction Target Progress Digest
Every week, WebRun reads your reduction targets and current emissions in Persefoni, calculates progress against each milestone, and posts a digest to Slack so your team knows exactly how far ahead or behind you are without logging into the platform.
PersefoniSlackGoogle Sheets
Automated Beverage Distributor Proof-of-Delivery Chaser
Every morning, WebRun scans VIP for deliveries marked complete but lacking a confirmed proof of delivery, and posts a worklist to Slack for your operations team to resolve before accounts dispute the invoice.
VIPSlackGoogle Sheets
Automated Bail Bond Quote Follow-Up Drafts
WebRun reviews prospects in Captira who received a quote but have not converted, and drafts a personalized follow-up text for each so your agents can send with one tap.
CaptiraTwilioGoogle Sheets
Automated Auto Transport On-Time Performance Report
WebRun pulls completed loads from Super Dispatch each week, compares actual pickup and delivery dates to scheduled dates, calculates on-time rates by carrier and lane, and posts the report to a Google Sheet.
Super DispatchGoogle SheetsTelegram
Automated Auto Loan Maturity Rollover Reminder
WebRun reviews the active loan portfolio each week for contracts approaching maturity, flags them by days remaining, logs them to a Google Sheet, and drafts a maturity reminder notice for each borrower for your servicing team to review and send via DocuSign.
RouteOneGoogle SheetsDocuSign
Automated ASC Staff Credential Expiry Tracking
WebRun checks HST Pathways for staff credentials, licenses, and certifications expiring in the next 90 days, logs each to a compliance tracker in Google Sheets, and sends a weekly alert to Slack so your credentialing team can renew on time.
HST PathwaysGoogle SheetsSlack

Want one of these running on your own Google Sheets?

Show WebRun the process once and it will run it on schedule, in your own private browser environment.