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 Dental Lab Fee Schedule Notification Rollout
When you update your lab fee schedule, WebRun reads the new prices from Evident, drafts a notification email for each active doctor account, and posts a confirmation log to Google Sheets so you have a full audit trail of who was notified.
EvidentGmailGoogle Sheets
PDI Technologies Automated Price Change Rollout Verification
When you upload a new pricebook to PDI Technologies, WebRun confirms the update landed on every POS, logs any exceptions, and shares a rollout checklist in Google Sheets.
PDI TechnologiesGoogle SheetsSlack
Automated Coffee Shop Price Change Rollout Checklist
When you update prices in Odeko, WebRun builds a rollout checklist, updates your Square for Restaurants menu, and logs every change in a Google Sheet so your pricing stays consistent everywhere.
OdekoSquare for RestaurantsGoogle Sheets
Automated Clinical Trial Referral Tracking
WebRun checks RealTime-CTMS daily for newly added referrals from physician offices, registries, and recruitment vendors, logs each in a unified tracking sheet, and alerts the recruitment team in Slack when a referral goes cold after 5 days without contact.
RealTime-CTMSGoogle SheetsSlack
Automated Carbon Accounting Client Onboarding
When a new client signs a sustainability engagement, WebRun sets up their Persefoni workspace, creates a shared Google Sheets data collection template, and drafts a welcome email with next steps so your team can onboard clients in minutes instead of days.
PersefoniGoogle SheetsGmail
Carta Automated Option Exercise Window Reminders
When an employee leaves, WebRun finds their unexercised options in Carta, calculates the exercise deadline, drafts a reminder email for your review, and logs the expiry in a tracking sheet.
CartaGmailGoogle Sheets
Automated Captira Bail Lead Routing
WebRun reviews every new online bail application in Captira, checks agent availability and workload, and routes each lead to the right agent with an immediate Slack alert so no prospect waits.
CaptiraSlackGoogle Sheets
Automated RouteOne Portfolio Exception and Anomaly Flags
WebRun scans your indirect lending portfolio in RouteOne each morning for anomalies such as duplicate applications, unusual deal structures, and funding amounts that fall outside normal ranges, and posts a flagged exception list to your risk team's Slack channel for immediate review.
RouteOneSlackGoogle Sheets
Automated ASC Surgical Referral Tracking
WebRun monitors incoming referrals in HST Pathways, logs each one to a referral tracker in Google Sheets, and posts a weekly status digest to Slack so no referred patient falls through before their case is scheduled.
HST PathwaysGoogle SheetsSlack
Helium 10 Automated Amazon Product Launch Checklist
When you add a new ASIN to Helium 10, WebRun builds a launch checklist in Google Sheets covering listing optimization, PPC setup, and initial keyword rank tracking so your launch stays on schedule.
Helium 10Amazon Seller CentralGoogle Sheets
Automated Alarm Lead Qualification and Routing
WebRun reads every new inbound lead in AlarmBiller, scores it by service type and location, and pings the right sales rep in Slack so no prospect waits more than a few minutes for a call.
AlarmBillerSlackGoogle Sheets
Kipu Health Automated Referral Pipeline Tracking
WebRun monitors your referral pipeline in Kipu Health CRM, logs each new referral and its current stage in Google Sheets, and posts a daily status digest to Slack so your admissions team never loses a warm referral.
Kipu HealthGoogle SheetsTelegram
Automatic Weekly Yard Lane Capacity Digest
Every Monday, WebRun aggregates inbound and outbound load volume by lane from YardView, calculates which lanes are under or over capacity against your dock-door plan, and posts a digest to Slack for your scheduling team.
YardViewSlackGoogle Sheets
Automated PACT Act Vape Sales Report Prep
On the first of each month, WebRun pulls all qualifying vape and tobacco sales from KORONA POS, organises them by product type and state, and exports a formatted report to Google Sheets so your compliance team has the data ready for PACT Act reporting.
KORONA POSGoogle Sheets
Automated Telehealth Recall Reminders
WebRun finds patients whose recall or follow-up care is overdue, drafts reminder messages via Twilio SMS for staff approval, and logs each outreach attempt in Google Sheets.
Doxy.meTwilioGoogle Sheets
Automated Offer-in-Compromise Status Tracking
WebRun checks all pending OIC cases in Canopy, records IRS processing milestones, and posts a status update to your team's Slack channel each week.
CanopySlackGoogle Sheets
Automated Subbly New Product Launch Checklist
When you are ready to launch a new product in your subscription box, WebRun works through the pre-launch checklist in Subbly and Google Sheets, confirming each step is complete and posting a go or no-go status to Slack.
SubblyGoogle SheetsSlack
Automated RICS Software Refund Exception Flags
Every morning, WebRun reviews the previous day's refunds in RICS Software, checks each against your policy (receipt required, within return window, same payment method), and sends a Telegram alert listing any exceptions for your manager to review.
RICS SoftwareTelegramGoogle Sheets
PointClickCare Automated No-Show Recovery
WebRun checks your PointClickCare schedule each morning for missed therapy sessions, flags the resident and responsible party, and drafts a reschedule outreach for your staff to review and send.
PointClickCareGoogle SheetsGmail
ScrapRight Automated Exception and Incident Alerts
WebRun monitors ScrapRight for compliance holds, rejected tickets, or unusual payout amounts and immediately sends an alert to the yard manager via Telegram and logs the incident in Google Sheets.
ScrapRightTelegramGoogle Sheets
Automated RV Lead Intake and Routing
When a new lead arrives in IDS Astra, WebRun reads the unit of interest, source, and budget, scores the inquiry, and pings the right salesperson in Slack so no hot prospect waits.
IDS AstraSlackGoogle Sheets
Automatic Produce Pro Order Exception Flags
WebRun scans Produce Pro orders every two hours for exceptions such as short ships, grade substitutions, and weight variances, then posts a flagged list to your Slack operations channel for immediate review.
Produce ProSlackGoogle Sheets
Printful Automated Price Change Rollout Checklist
Whenever you update base costs or pricing in Printful, WebRun audits the affected products, builds a change-by-change checklist in Google Sheets, and posts a Slack summary so you can verify every listing is updated before the change goes live.
PrintfulGoogle SheetsSlack
Automated Pizzeria Menu Price Change Rollout
When you need to update menu prices, WebRun works through a checklist across your Slice menu, any third-party listings, and your printed menu notes, then confirms every channel is updated and posts a completion report to Slack.
SliceGoogle 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.