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 Tebra Postpartum Followup Reminders
WebRun scans Tebra weekly for postpartum patients approaching their 2-week and 6-week follow-up milestones with no appointment booked, drafts a reminder for each, and queues them in Google Sheets for staff review before any outreach.
TebraGoogle Sheets
Automated Tebra Mammogram Referral Loop Closure
WebRun scans Tebra weekly for patients referred for a mammogram with no result or follow-up documented, then logs a closure worklist to Google Sheets so your care team can chase pending results before they fall through the cracks.
TebraGoogle Sheets
Automated Tebra OBGYN Denied Claim Worklist
WebRun scans Tebra weekly for denied OBGYN claims, captures denial reason codes and payer details, and logs a prioritized appeals worklist to Google Sheets so your billing team can act before deadlines pass.
TebraGoogle Sheets
Automated Tebra OBGYN Care Gap Report
WebRun scans Tebra weekly for patients overdue on OBGYN preventive screenings, groups gaps by type and priority, and logs a care gap report to Google Sheets for your quality team to review.
TebraGoogle Sheets
Automated Tebra OBGYN Patient Balance Reminders
WebRun scans Tebra weekly for patients with outstanding balances past 30 days, drafts a polite reminder for each account, and queues all drafts in Google Sheets for staff review before any message is sent.
TebraGoogle Sheets
Automated Tebra Abnormal Pap Followup Worklist
WebRun scans Tebra for abnormal Pap smear results that have no follow-up appointment scheduled, then builds a prioritized colposcopy and retest worklist for provider review.
TebraGoogle Sheets
Automated OPIE Software Prior Authorization Tracking
Every morning, WebRun checks OPIE Software for prior authorizations expiring soon or still pending, and posts a prioritized tracker to Slack so nothing lapses.
OPIE SoftwareGoogle Sheets
Automated OPIE Software AOB Form Tracker
Every morning, WebRun checks OPIE Software for patients missing a signed assignment-of-benefits form and posts a collection worklist to Slack so billing staff can close the gap before claims are submitted.
OPIE SoftwareGoogle Sheets
Automated OPIE Software New Referral Intake Routing
Every morning, WebRun reviews new referrals received in OPIE Software, matches each to the appropriate clinician based on specialty and availability, and posts routing assignments to Slack so intake never stalls.
OPIE SoftwareGoogle SheetsSlack
Automated Cerbo Supplement Refill Reminders
WebRun checks Cerbo each morning for patients whose supplement protocols are due for a refill, drafts a reminder for each, and queues them for your review before anything is sent.
CerboGoogle Sheets
Automated Cerbo Care Package Visit Tracking
Every Monday, WebRun opens Cerbo, counts the remaining visits on every active patient care package, and posts a usage summary to a Google Sheet so your front desk always knows who is running low before they book.
CerboGoogle Sheets
Automated Revel Menu Price Consistency Check
WebRun reads Revel Systems menu and pricing data for every location, compares item prices against the master price list, and flags any discrepancy in a Google Sheet.
Revel SystemsGoogle Sheets
Automated Revel Location Performance Ranking
WebRun reads Revel Systems weekly sales, average ticket, and throughput for each location, builds a performance ranking, and posts it to your Google Sheet every Monday.
Revel SystemsGoogle Sheets
Automated Revel Labor Cost by Location Report
WebRun pulls Revel Systems labor and sales data for every location, calculates labor cost as a percentage of net sales, and writes a weekly comparison report to Google Sheets.
Revel SystemsGoogle Sheets
Automated Revel Inventory Transfer Suggestions
WebRun checks Revel Systems inventory levels across all locations, spots overstock at one site and low stock at another, and drafts a transfer recommendation for your review.
Revel SystemsGoogle Sheets
Automated Revel Franchisee Compliance Scorecard
WebRun reads Revel Systems operating data for each franchisee location, scores them on price compliance, discount policy, and cash handling, and writes a weekly scorecard to Google Sheets.
Revel SystemsGoogle Sheets
Automated Housecall Pro Technician Utilization Report
Every Monday, WebRun opens Housecall Pro, tallies jobs completed, hours booked, and revenue generated per technician for the prior week, and posts a utilization report to Google Sheets so you can see who is at capacity and who needs more work.
Housecall ProGoogle Sheets
Automated Housecall Pro Locksmith Callback Tracker
Every morning, WebRun opens Housecall Pro, finds any job tagged as a callback or warranty return, and logs them to a Google Sheet with the original job reference and days since the original service so you can spot recurring issues and coach technicians.
Housecall ProGoogle Sheets
FinQuery Automated Percentage Rent Reconciliation
WebRun pulls your variable percentage rent charges from FinQuery, compares them to the gross sales figures in your tracking sheet, recalculates the amounts due, flags any discrepancy, and queues a reconciliation summary for your controller to review before any payment is approved.
FinQueryGoogle SheetsSlack
FinQuery Automated New Lease Abstraction Kickoff
WebRun reads a newly executed lease agreement, extracts the key accounting terms, pre-fills the FinQuery lease abstraction form with commencement date, lease term, payment schedule, and options, and creates a draft record for your accountant to review and finalize.
FinQueryGoogle SheetsSlack
FinQuery Automated Lease Modification Review Queue
WebRun scans FinQuery for lease modifications that have been entered but not yet reviewed and approved, surfaces the queue in a Google Sheet ranked by impact, and sends your team a weekly digest.
FinQueryGoogle SheetsSlack
Automated Embedded Lease Identification for ASC 842
WebRun scans newly uploaded vendor agreements and service contracts for embedded lease language, flags any that appear to contain a right-of-use element, and routes them to your lease accounting team in FinQuery for formal assessment.
FinQueryGoogle SheetsSlack
FinQuery Automated ASC 842 Disclosure Prep Report
WebRun pulls the required quantitative and qualitative disclosure data from FinQuery each quarter, assembles a structured disclosure prep report in Google Sheets, and notifies your team so the external reporting package is ready ahead of the filing deadline.
FinQueryGoogle SheetsSlack
FinQuery Automated Lease Audit Evidence Packets
WebRun pulls the journal entries, amortization schedules, and disclosure reports from FinQuery for each selected lease, organizes them into a structured Google Sheet evidence packet, and queues a delivery email to your audit team for review before sending.
FinQueryGoogle 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.