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 Telehealth No-Show Recovery
When a patient misses their video visit, WebRun checks Doxy.me, drafts a re-engagement message in Gmail, and logs the incident in Google Sheets so your front desk can follow up.
Doxy.meGmailGoogle Sheets
Automated Subbly Stripe Payment Reconciliation
Every evening, WebRun pulls the day's Stripe charges, matches them to Subbly orders, and logs any discrepancies to a Google Sheet for your bookkeeper to review.
SubblyStripeGoogle Sheets
PointClickCare Automated Claim Denial Worklist
WebRun checks PointClickCare each weekday for new claim denials, categorizes them by denial reason and payer, logs everything in a Google Sheet, and posts a prioritized worklist to your billing team in Slack so no denial sits unworked.
PointClickCareGoogle SheetsSlack
Cropster Green Inventory Par Alerts by SMS
WebRun monitors your Cropster green inventory each morning and texts your buying team via Twilio the moment any origin lot drops below the minimum par you set, so no origin runs dry between buying cycles.
CropsterTwilioGoogle Sheets
Automated Customer Portal Return Request Digest
Every morning, WebRun opens ReverseLogix, pulls all new return requests submitted via the customer portal in the last 24 hours, summarizes them by reason code and product category, and posts the digest to your returns team Slack channel.
ReverseLogixSlackGoogle Sheets
Automated Pizzeria Customer Win-Back Email Campaign
WebRun spots customers who have gone quiet for 45 or more days and drafts a personalized win-back offer email for each one, ready for your review before anything is sent.
SliceMailchimpGoogle Sheets
Automated PI Daily Dispatch Briefing
Every morning, WebRun pulls today's scheduled assignments and active surveillance cases from CROSStrax, organises them by investigator and start time, and posts a dispatch briefing to your team Slack channel so everyone knows their day before they leave the office.
CROSStraxGoogle SheetsSlack
Automated New Patient Intake Form Follow-Up
WebRun finds new patients in Office Practicum whose intake forms are still incomplete, drafts a polite completion reminder for each family, and queues the drafts in Gmail for your front desk to review before sending.
Office PracticumGmailGoogle Sheets
IRIS CRM Automated Delinquency Risk Worklist
Every week, WebRun checks IRIS CRM for merchants with elevated chargeback ratios, overdue fees, or risk flags, and posts a ranked delinquency worklist to Slack for your risk team to action.
IRIS CRMSlackGoogle Sheets
Automated Nephrology New Patient Intake Chaser
WebRun checks Acumen daily for new nephrology referrals with missing intake forms, drafts a completion reminder for each, and posts a running list to Google Sheets so nothing holds up a first appointment.
AcumenGoogle SheetsMailchimp
Automated Prism.fm Hold Confirmation Reminders
WebRun scans Prism.fm daily for holds that are more than seven days old without a status update, and sends an internal Slack reminder to the responsible talent buyer with the hold details and a prompt to confirm or release.
Prism.fmSlackGoogle Sheets
Automated MCA Default Risk Worklist
Every morning, WebRun scores your active MCA portfolio in Centrex against your default-risk criteria, builds a prioritised worklist of at-risk advances, and posts it to Slack so your risk team can intervene before a delinquency escalates.
CentrexSlackGoogle Sheets
Automated Patent Docket Deadline Digest
Every morning WebRun opens Anaqua AQX, reads deadlines falling due in the next 14 days, and posts a ranked digest to your team Slack channel so critical dates are never missed.
Anaqua AQXSlackGoogle Sheets
Automated LP Delinquency Risk Worklist
Every Monday, WebRun reviews LP payment histories and outstanding capital call commitments in Juniper Square, scores each LP's delinquency risk, and delivers a prioritized worklist so your IR team acts early.
Juniper SquareGoogle SheetsSlack
EZLynx Automated Agency Compliance Deadline Tracker
Every Monday, WebRun checks your agency's E&O policy expiry, producer license renewal dates, and CE hour deadlines in EZLynx and a Google Sheet tracker, and posts your team a Slack alert for anything due within 60 days.
EZLynxGoogle SheetsSlack
Automated Therap Medicaid Eligibility Verification Worklist
At the start of each month, WebRun checks Therap for active individuals and flags any whose Medicaid eligibility needs to be re-verified, logging each to a Google Sheets worklist and alerting billing staff in Slack.
TherapGoogle SheetsSlack
Encompass Automated Expiring Lot FEFO Alerts
Every morning, WebRun scans Encompass lot records for stock expiring within 14 days, ranks by urgency, and posts a FEFO alert to your warehouse team in Slack.
EncompassSlackGoogle Sheets
Automated CPO Partner Document Collection Chaser
WebRun checks which new partner accounts are missing required documents such as grid connection certificates or insurance, and drafts a polite chaser message for each so your onboarding team doesn't have to track it manually.
AMPECOGoogle SheetsTelegram
Automated Estate Email Data Entry to EstateExec
When estate-related documents or statements arrive by email, WebRun reads the key details and logs them to EstateExec and a Google Sheet so nothing has to be entered manually.
GmailEstateExecGoogle Sheets
Automated Lease Application Document Chasing
WebRun checks every new Odessa application for outstanding documents, drafts a personalised chaser in Gmail for each applicant, and logs the status in a Google Sheet so your ops team sees exactly what is still needed.
OdessaGmailGoogle Sheets
Automated Relativity Incident and Exception Alerts
WebRun monitors Relativity for processing failures, privilege log exceptions, and review holds, and sends an immediate Telegram alert to the litigation ops team when any incident crosses your threshold.
RelativityTelegramGoogle Sheets
Automated Dumpster Rental Daily Dispatch Briefing
Every morning, WebRun pulls tomorrow's confirmed delivery and pickup jobs from Starlight, groups them by driver and route, and posts each driver's job list to a shared Telegram group so the crew is briefed before leaving the yard.
Starlight SoftwareGoogle SheetsTelegram
Automated Drone Flight Document Collection Chaser
Before a scheduled flight, WebRun checks which clients still haven't sent site access permissions, signed waivers, or insurance certificates, and drafts a reminder to collect them.
DroneDeployDocuSignGmail
Automated Freight Delay Exception Alerts
WebRun monitors active loads in Truckbase for delays against scheduled pickup or delivery times, detects exceptions in real time, and sends an immediate Slack alert to the responsible dispatcher so they can notify the broker or customer.
TruckbaseSlackGoogle 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.