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 WebPT Speech Therapy Outcomes Report
WebRun pulls functional outcome measure scores from WebPT, computes progress trends by diagnosis group and therapist, and posts a monthly summary to Slack so your clinical team can review quality metrics.
WebPTGoogle Sheets
Automated WebPT Speech Therapy No-Show Report
WebRun scans WebPT for missed speech therapy appointments, compiles a no-show report, and posts it to Slack so your team can follow up before the week slips away.
WebPTGoogle Sheets
Automated WebPT School Speech Therapy IEP Deadline Tracking
WebRun monitors your caseload in WebPT for students with upcoming IEP annual review or re-evaluation deadlines, and posts a weekly prioritized list to Slack so nothing is missed.
WebPTGoogle Sheets
Automated WebPT Speech Therapy Denied Claim Worklist
WebRun pulls denied speech therapy claims from WebPT, groups them by denial reason, and posts a prioritized worklist to Slack so your billing team starts every day on the most recoverable denials.
WebPTGoogle Sheets
Automated CareCloud Sleep Study Prep Reminders
Before each sleep study, WebRun checks CareCloud for upcoming appointments, drafts personalized prep instructions for each patient, and queues them for staff review before any message goes out.
CareCloudGoogle SheetsSlack
Automated CareCloud Sleep Provider Utilization Report
Every week, WebRun reads CareCloud scheduling and encounter data, computes appointment fill rates and encounter counts per provider, and delivers a structured utilization report to Google Sheets and Slack for leadership review.
CareCloudGoogle SheetsSlack
Automated CareCloud Sleep Clinic No-Show Reports
After each day ends, WebRun scans CareCloud for no-show and late-cancel appointments, logs them to a Google Sheet, and posts a digest to Slack so staff can prioritize rebooking and protect revenue.
CareCloudGoogle SheetsSlack
Automated CareCloud Home Sleep Test Return Chaser
WebRun checks CareCloud for home sleep test devices dispatched but not yet returned, drafts a return reminder for each patient, and queues the reminders for staff review so your equipment does not go missing.
CareCloudGoogle SheetsTelegram
Automated CareCloud Sleep Medicine Care Gap Report
WebRun scans CareCloud for sleep medicine patients overdue for follow-up visits, compliance checks, or annual reviews, then delivers a prioritized care gap report to Slack so your care team can close gaps proactively.
CareCloudGoogle SheetsSlack
Automated CareCloud Sleep Medicine Balance Reminders
WebRun reviews CareCloud for sleep medicine patient balances past their due date, drafts a polite reminder for each, and queues them in Google Sheets for staff approval before any message is sent.
CareCloudGoogle SheetsGmail
Automated Cyrious Sign Permit Deadline Tracking
WebRun reviews Cyrious for sign jobs that require permits, identifies upcoming and overdue permit deadlines, and posts a weekly alert to Slack so your team can act before a job is held up.
CyriousGoogle Sheets
Automated Cyrious Sign Job Margin Report
WebRun pulls completed job cost data from Cyrious, calculates margin per job, and posts a weekly summary to Slack with the highest and lowest margin jobs so you can price better and spot problem work.
CyriousGoogle Sheets
Automated Shopify Refund Anomaly Detection
Every morning, WebRun scans Shopify for refunds and returns processed in the last 24 hours, identifies any anomalies such as spikes by product or staff member, and logs them to a Google Sheet so your ops manager can investigate.
ShopifyGoogle Sheets
Automated Shopify New Channel Onboarding Checklist
When you add a new sales channel to Shopify (such as a new POS location, a marketplace, or a social commerce channel), WebRun builds a tailored onboarding checklist in Google Sheets so your team completes every setup step without missing anything.
ShopifyGoogle SheetsSlack
Automated Shopify Inventory Discrepancy Flags
Every night, WebRun compares your Shopify online stock levels against each POS location's inventory and flags any discrepancy above your threshold so your team can investigate and correct counts before the next selling day.
ShopifyGoogle Sheets
Automated Shopify Fulfillment Delay Tracking
Every morning, WebRun opens Shopify and finds every unfulfilled order that has been waiting longer than your threshold, then logs the delayed orders to a Google Sheet so your ops team can prioritize and resolve them before customers complain.
ShopifyGoogle Sheets
Automated Shopify Draft Order Follow-Up Tracker
Every morning, WebRun finds Shopify draft orders that have been open for more than 48 hours without a payment, and logs them to a Google Sheet so your sales team can follow up with each customer before the opportunity expires.
ShopifyGoogle Sheets
Automated Jobber Septic Permit Deadline Tracking
WebRun monitors upcoming permit expiry dates logged in Jobber, logs them to a Google Sheet, and posts a weekly alert to Slack listing any permits expiring within 30 days.
JobberGoogle SheetsSlack
Automated Jobber Septic Equipment Maintenance Tracker
WebRun reviews equipment maintenance due dates logged in Jobber, updates a Google Sheet tracker, and posts a weekly Slack alert so your team can book service before a truck goes out of action.
JobberGoogle SheetsSlack
Automated Jobber Septic Disposal Manifest Log
WebRun reviews completed pumping jobs in Jobber for disposal manifest information, flags any jobs missing manifest data, and posts a weekly completeness report to Google Sheets and Slack.
JobberGoogle SheetsSlack
Automated Elation Rheumatology No-Show Report
Every morning, WebRun checks Elation for rheumatology no-shows from the prior day, logs them to a Google Sheet, and posts a recovery worklist to Slack so staff can follow up.
ElationGoogle Sheets
Automated Elation Rheumatology Referral Intake Routing
Every morning, WebRun checks Elation for new rheumatology referrals received overnight, categorizes them by condition type and urgency, and posts a routing recommendation to Slack for the scheduling team.
ElationGoogle Sheets
Automated Elation Rheumatology Denied Claim Worklist
Every Monday, WebRun reviews Elation for rheumatology claims in denied status, builds a prioritized appeal worklist by days since denial, and posts it to Slack for the billing team.
ElationGoogle Sheets
Automated Elation Copay Assistance Renewal Tracking
Every month, WebRun checks Elation for rheumatology patients enrolled in copay assistance programs whose enrollment is expiring, logs each case to Google Sheets, and alerts staff to begin renewal outreach.
ElationGoogle 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.