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 Opendock Dock Utilization Report
Every Monday, WebRun pulls appointment data from Opendock, calculates utilization per door and shift, and delivers a clean report to Google Sheets for your ops review.
OpendockGoogle Sheets
Automated Opendock Carrier Check-In Delay Report
Every week, WebRun reviews Opendock check-in times against scheduled appointments, identifies carriers with a pattern of late check-ins, and logs the findings to Google Sheets for your carrier review process.
OpendockGoogle Sheets
Automated Descartes Importer Bond Expiry Tracking
WebRun reviews Descartes for importer bonds expiring in the next 60 days and updates a Google Sheets tracker so your team can renew on time and avoid costly lapses.
DescartesGoogle SheetsSlack
Automated Descartes Duty Payment Deadline Tracking
WebRun reviews Descartes daily for duty and tax payment deadlines coming up in the next 10 days and posts a prioritized tracker to Google Sheets so your accounting team can plan ahead.
DescartesGoogle Sheets
Automated Descartes Duty Drawback Candidate Flags
WebRun scans Descartes for entries that match common duty drawback eligibility criteria and adds them to a candidate list in Google Sheets so your team can pursue refund claims before the five-year filing window closes.
DescartesGoogle Sheets
Automated Descartes Daily Clearance Report
Every evening, WebRun compiles all entries cleared through Descartes during the day into a structured clearance report in Google Sheets, giving management a complete view of the day's throughput.
DescartesGoogle Sheets
Automated Customs Broker CE Hours Tracking
WebRun monitors your team's customs broker license continuing education (CE) status and posts a weekly tracker to Google Sheets so no broker misses the triennial CE requirement before license renewal.
DescartesGoogle SheetsSlack
Automated Bitwave Stablecoin Balance Report
Every morning, WebRun opens Bitwave, reads the current balance of every stablecoin held across all connected wallets, and appends a timestamped snapshot to Google Sheets so your treasury team has a running stablecoin balance history without manual checks.
BitwaveGoogle Sheets
Automated Bitwave Crypto Gain and Loss Report
Every Monday, WebRun opens Bitwave, pulls the realized gain and loss figures for the prior week across all wallets and assets, and writes a structured summary to Google Sheets so your finance team always has an up-to-date P and L view.
BitwaveGoogle Sheets
Automated Moraware Remake and Rework Tracking
Every week, WebRun pulls all jobs marked as remakes or reworks in Moraware Systemize, tallies the causes and costs, and posts a summary report to Slack so you can spot patterns and prevent them.
MorawareGoogle Sheets
Automated Moraware Overdue Invoice Chaser
Every Monday, WebRun identifies overdue jobs in Moraware, logs the outstanding balances in a Google Sheet, and drafts a payment reminder email for each customer ready for your review.
MorawareGoogle SheetsGmail
Automated Moraware Fabrication Bottleneck Report
Every Monday, WebRun reviews Moraware Systemize for jobs sitting in a single stage longer than expected, logs the backlog by stage to a Google Sheet, and posts a summary to Slack so you can act before a bottleneck costs you an install date.
MorawareGoogle SheetsSlack
Automated Knowify Progress Billing Milestone Reminders
Every week, WebRun checks Knowify for jobs where progress billing milestones are coming due, and drafts a reminder to your billing team so no draw deadline is missed.
KnowifySlackGoogle Sheets
Automated Knowify New Bid Follow-Up Tracking
Every morning, WebRun scans Knowify for new bids submitted in the last 48 hours, checks their follow-up status, and posts a tracking list to Slack so your estimators know exactly which prospects to call today.
KnowifySlackGoogle Sheets
Automated Knowify Lien Waiver Collection Tracking
Every week, WebRun checks Knowify for jobs where lien waivers are missing or overdue, and drafts a collection request for each subcontractor or supplier so you can keep your draws moving.
KnowifyGmailGoogle Sheets
Automated Knowify Equipment Utilization Report
Every Monday, WebRun pulls equipment and time tracking data from Knowify and posts a weekly utilization report to Slack so you can spot underused assets and catch scheduling bottlenecks before they cost you.
KnowifyGoogle SheetsSlack
Automated nCino Collateral Document Worklist
WebRun checks nCino for every loan in underwriting or closing with incomplete collateral documentation, builds a prioritized worklist, and alerts the assigned loan officer in Slack so nothing stalls at the collateral desk.
nCinoSlackGoogle Sheets
Automated nCino Credit Memo Prep Queue
WebRun scans nCino for deals that have cleared the application stage and are ready for underwriting, compiles the key deal data, and posts a prioritized prep queue to the underwriting team so no deal waits in limbo.
nCinoGoogle SheetsSlack
Automated nCino Covenant Compliance Tracking
WebRun monitors nCino for every active loan with covenant requirements, flags items approaching their due date, and posts a daily compliance digest to your team so no borrower falls out of compliance unnoticed.
nCinoGoogle SheetsSlack
Automated TrueAccord Contact Detail Updates
WebRun finds placed accounts where TrueAccord has thin or failing contact details, checks what better details your own systems hold, and prepares the update for you to approve.
TrueAccordGoogle SheetsTelegram
Automated Pre-Placement Payment Reminder Drafts
WebRun finds your overdue accounts that are not with TrueAccord, checks none of them are already placed, and drafts a reminder for each one in Gmail for you to review.
TrueAccordGoogle SheetsGmail
Automated TrueAccord Direct Payment Adjustments
WebRun checks your own ledger each morning for payments that landed on accounts already placed with TrueAccord, and gets them reported so the balance is corrected.
TrueAccordGoogle SheetsSlack
Automated TrueAccord Daily Recovery Reports
Every evening, WebRun reads the day's recovery on your TrueAccord placements, reconciles it against your ledger, and posts a clear daily summary to your team.
TrueAccordSlackGoogle Sheets
Automated TrueAccord Placement Eligibility Checks
Before a batch goes to TrueAccord, WebRun checks each account against your placement rules, holds back anything out of statute or missing charge-off data, and reports what it held.
TrueAccordGoogle SheetsSlack

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.