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 FEFO Lot Expiry Alerts
Every morning, WebRun scans Evident for alloy and resin lots expiring within 60 days, sorts them by first-expiry-first-out order, and posts a use-first list to Slack so your lab technicians pull the right lot every time and nothing expires unused.
EvidentSlackGoogle Sheets
Automated Local Line Order Routing to Teams
Every hour, WebRun checks for new Local Line orders and routes each one to the correct team member or channel based on order type, delivery zone, or product category, so nothing sits unassigned.
Local LineSlackGoogle Sheets
MeridianLink Automated Delinquency Risk Worklist
Every morning, WebRun reads MeridianLink for loans trending toward delinquency, scores each by risk level, and delivers your collections team a prioritized worklist via Telegram so they work the right accounts first.
MeridianLinkGoogle SheetsTelegram
Automated Credentialing Data Entry From Email
WebRun reads incoming Gmail messages from payers and licensing boards, extracts key credentialing updates like enrollment approvals and license issue dates, and logs them to a Google Sheet for coordinator review before entry into Modio Health.
GmailModio HealthGoogle Sheets
Automated LoanPro Delinquency Bucket Worklist
Every morning, WebRun opens LoanPro, sorts all delinquent accounts by bucket (1-29, 30-59, 60-89, 90-plus days past due), and delivers a prioritized worklist to your collections team so they work the highest-risk accounts first.
LoanProGoogle SheetsTelegram
Automated Clinical Trial Monitoring Visit Prep
When a monitoring visit is scheduled, WebRun pulls the outstanding item list from RealTime-CTMS, builds a prep checklist in Google Sheets, and sends the coordination team a Slack briefing with everything that needs to be ready.
RealTime-CTMSGoogle SheetsSlack
Automated Calibration Lab Customer Onboarding
When a new customer is added in IndySoft, WebRun creates a Google Sheets onboarding checklist, drafts a welcome email in Gmail, and notifies the assigned account manager in Slack.
IndySoftGoogle SheetsGmail
Automated Beverage Distributor FEFO Expiring Lot Alerts
Every morning, WebRun scans VIP for lots nearing their expiration date, ranks them by days remaining using FEFO order, and posts an alert to Slack so your warehouse team can prioritize picking and your sales team can push the product before it expires.
VIPSlackGoogle Sheets
Automated ROLLER Gift Card Liability Tracking
Every Monday, WebRun pulls your outstanding gift card balances from ROLLER and logs a liability snapshot to QuickBooks and a summary sheet in Google Sheets.
ROLLERQuickBooksGoogle Sheets
Automated Auto Lending Dealer Covenant Tracker
WebRun checks your dealer covenant and condition schedule each week, compares current dealer performance metrics against required thresholds, flags any dealer approaching or in breach of a covenant condition, and posts a risk alert to your credit team's Slack channel.
RouteOneGoogle SheetsSlack
Automated ASC No-Show Block Time Recovery
When a surgical case is canceled or a patient no-shows, WebRun checks your HST Pathways schedule, finds open block time, and drafts outreach to waitlisted patients so your OR stays productive.
HST PathwaysGoogle SheetsSlack
Automated Air Cargo Delay Exception Alerts
WebRun monitors Awery for shipments flagged as delayed or off-plan, captures the exception details, and sends an immediate alert via Twilio SMS to the duty manager so critical cargo is never delayed without someone knowing.
AweryTwilioGoogle Sheets
Kipu Health Automated Intake Paperwork Chaser
WebRun checks Kipu Health each morning for new patients with outstanding intake documents, drafts a completion reminder for admissions staff review, and logs the status in Google Sheets so nothing falls through the cracks.
Kipu HealthGoogle SheetsGmail
KORONA POS Automated Gift Card Liability Tracking
Every Monday, WebRun pulls the outstanding gift card balances from KORONA POS, calculates total unredeemed liability, and appends a summary row to a Google Sheet so your bookkeeper always has an up-to-date liability figure for the books.
KORONA POSGoogle Sheets
Tire Shop Automated Gift Card Liability Digest
On the first of every month, WebRun pulls outstanding gift card balances from Stripe, logs the total liability in Google Sheets, and posts a summary digest to Slack.
StripeTire GuruGoogle Sheets
Automated Telehealth New Patient Intake Chaser
WebRun checks for new patients with upcoming Doxy.me visits who have not completed their intake forms, drafts a gentle reminder via Gmail, and logs the status in Google Sheets.
Doxy.meGmailGoogle Sheets
Automated RICS Software Low-Stock Reorder Alerts
Every morning, WebRun scans RICS Software for items below your reorder threshold, groups them by supplier, and sends an alert to your buying team in Google Sheets so nothing runs to zero unnoticed.
RICS SoftwareGoogle Sheets
PointClickCare Automated Daily Census Digest
WebRun pulls your daily census and bed-occupancy figures from PointClickCare each morning and posts a concise digest to Slack and a running log to Google Sheets so leadership always has the current picture.
PointClickCareGoogle SheetsSlack
Printavo Automated Daily Dispatch and Shipping List
Each morning, WebRun checks Printavo for jobs marked ready to ship or pick up, compiles a dispatch list, and posts it to Slack so your fulfillment team knows exactly what to pack and send today.
PrintavoSlackGoogle Sheets
Automated Checkmate Wholesale Buyer Onboarding
When a new wholesale buyer account is created in Checkmate, WebRun drafts a personalised welcome email via Gmail, creates an onboarding task in Google Calendar for the assigned rep, and logs the new account in a Google Sheet for tracking.
CheckmateGmailGoogle Calendar
Automated RV New Buyer Onboarding Kickoff
When a deal is marked Won in IDS Astra, WebRun drafts a personalised welcome and unit orientation email for the new owner and queues an onboarding task list for your delivery team.
IDS AstraMailchimpGoogle Sheets
Automated Retirement Plan Data Entry From Sponsor Emails
When a plan sponsor emails census data, contribution rates, or plan change requests, WebRun reads the email, extracts the key figures, and stages them as a draft update in ftwilliam.com for a staff member to confirm before posting.
Gmailftwilliam.comGoogle Sheets
Printful Automated Low-Stock Reorder Alerts
Every morning, WebRun checks your Printful product catalog for variants running low, matches them against your bestsellers list in Google Sheets, and sends you a prioritized Telegram alert so you can act before a top seller goes unavailable.
PrintfulGoogle SheetsTelegram
Automated Pizzeria Low-Stock Reorder Alerts
WebRun checks your inventory counts each morning, spots any item below your reorder threshold, and sends your supplier a draft purchase order for your review before anything is ordered.
SliceGoogle SheetsGmail

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.