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 PI Case Enquiry Intake and Routing
WebRun reads every new case enquiry, scores it against your intake criteria, logs it in CROSStrax, and pings the right investigator in Slack so no lead goes cold.
CROSStraxGoogle SheetsSlack
Automated Pediatric Provider Utilization Digest
Every Monday, WebRun pulls the prior week's appointment data from Office Practicum, calculates utilization rates per provider, and posts a clean summary digest to your practice manager in Slack.
Office PracticumSlackGoogle Sheets
Automated Oral Surgery Provider Utilization Digest
WebRun pulls procedure counts and chair time from DSN Software every Monday, builds a provider utilization digest in Google Sheets, and posts a summary to the practice manager in Slack.
DSN SoftwareGoogle SheetsSlack
Automated Nephrology Provider Utilization Digest
Every Monday, WebRun pulls provider schedule and visit data from Acumen and posts a utilization summary per nephrologist to Slack, so practice leaders can spot under-booked providers before the week begins.
AcumenSlackGoogle Sheets
Automated Museum Membership Renewal Drafts
Every week, WebRun finds members whose memberships expire in the next 30 days in Blackbaud Altru and drafts a personalised renewal reminder email in Gmail for your team to review and send.
Blackbaud AltruGmailGoogle Sheets
Automated LTL Lane Capacity Digest
WebRun pulls transit time and service availability data from SMC3 for your key LTL lanes, spots tightening capacity or service gaps, and posts a weekly lane capacity digest to your team Slack channel.
SMC3SlackGoogle Sheets
Lightspeed Automated Price Change Rollout
When you need to update prices, WebRun works through a list of SKUs in Google Sheets, applies each new price in Lightspeed, and posts a confirmation checklist to Slack showing which items were updated and which need a manual check.
LightspeedGoogle SheetsSlack
Automated Intermodal Lane Capacity Digest
Every Monday, WebRun pulls available railcar capacity by lane from Rail Command and posts a structured digest to Slack so your sales and operations teams can fill open slots before the week's bookings are locked.
RSI Logistics Rail CommandSlackGoogle Sheets
Automated Therap New Individual Intake Document Chaser
When a new individual is added in Therap, WebRun checks which intake documents are still missing, logs the gaps to Google Sheets, and drafts a follow-up to the coordinator for review.
TherapGoogle SheetsGmail
Automated Etsy Daily Order Fulfillment Digest
Every morning, WebRun checks your Etsy orders for any that are unshipped or overdue for dispatch, and posts a clear fulfillment to-do list to Slack so nothing slips through.
EtsyMarmaleadSlack
Automated Grocery Store Price Change Rollout Checklist
When you trigger a price change rollout, WebRun verifies the new prices are live in ECRS CATAPULT, builds a shelf-label checklist in Google Sheets, and posts a channel update to Slack so staff know exactly which labels to swap.
ECRS CATAPULTGoogle SheetsSlack
Automated Ghost Kitchen Menu Price Change Rollout
When you approve a price change, WebRun opens Otter, updates the affected items across all virtual brands and channels, and posts a completion checklist to Slack so you can confirm every platform is in sync.
OtterGoogle SheetsSlack
Encompass Automated Order Exception Flags
Every hour, WebRun scans today's orders in Encompass for exceptions like shorts, substitutions, and out-of-stocks, and posts a clean exceptions list to your ops Slack channel.
EncompassSlackGoogle Sheets
Automated EHS Consulting Lead Intake Routing
When a new prospect fills out your contact form, WebRun reads their industry, site count, and request type, scores the lead, and routes it to the right EHS consultant in Slack.
VelocityEHSGoogle SheetsSlack
Automated Relativity Production Deadline Tracking
WebRun reads upcoming production deadlines from Google Sheets, checks review progress in Relativity, and posts a daily countdown digest to Slack so nothing is missed.
RelativityGoogle SheetsSlack
Automated Dumpster Rental Lead Intake and Routing
When a new inquiry arrives, WebRun reads the job details in Starlight, scores the lead by project size and zip code, and pings the right sales rep in Slack so no opportunity sits unrouted.
Starlight SoftwareSlackGoogle Sheets
Whiskey Systems Automated Proof of Delivery Chasing
Every Tuesday, WebRun checks Whiskey Systems for shipments delivered more than 2 days ago without a confirmed proof of delivery, drafts a chase message via Twilio for each account, and logs open PODs to a Google Sheet.
Whiskey SystemsTwilioGoogle Sheets
Automated Lane Capacity Digest for Trucking Dispatch
WebRun reviews your Truckbase load board and driver schedules each Monday, calculates available truck capacity by lane for the week ahead, and posts a capacity digest to your Slack channel so dispatchers can target the right loads.
TruckbaseSlackGoogle Sheets
PDI Technologies Automated New Product Launch Checklist
When you add a new SKU to PDI Technologies, WebRun builds a launch checklist, confirms pricebook and planogram tasks are complete at each site, and posts progress to Google Sheets.
PDI TechnologiesGoogle SheetsMailchimp
Automated Local Line Seasonal Product Launch Checklist
When you are ready to add a new seasonal item to your Local Line store, WebRun walks through a launch checklist: verifying the listing, checking inventory settings, confirming pricing, and posting a launch alert to Slack.
Local LineSlackGoogle Sheets
Automated LoanPro Maturity Rollover Reminders
Every Monday, WebRun opens LoanPro, finds all loans maturing within the next 60 days, identifies which borrowers are candidates for renewal, and drafts outreach for your loan officers so no maturity date is missed and every relationship has a next step.
LoanProGoogle SheetsTwilio
Automated Clinical Trial Visit Window Reminders
WebRun checks RealTime-CTMS daily for subjects whose protocol visit window closes within the next 5 days and posts a prioritized alert list to Slack so coordinators can act before the deadline.
RealTime-CTMSSlackGoogle Sheets
Automated GHG Reporting Period Rollover Checklist
When your annual GHG reporting period closes, WebRun checks Persefoni for any open items from the prior period, drafts a period-close summary for your records, and posts a rollover checklist to Slack so your team can open the new period with confidence.
PersefoniSlackGoogle Sheets
Carta Automated Cap Table Anomaly Detection
Every night, WebRun audits your Carta cap table for anomalies like duplicate stakeholders, missing vesting schedules, grants without board consent records, or ownership percentages that do not sum correctly, and posts a flagged report to your legal Slack channel.
CartaSlackGoogle Sheets

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.