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 athenahealth Cardiology Prior Auth Tracking
WebRun checks athenahealth daily for open prior authorization requests in your cardiology practice, flags those expiring soon or awaiting payer response, and sends your billing team a prioritized worklist in Slack.
athenahealthSlackGoogle Sheets
Automated athenahealth Cardiology Patient Recall Reminders
WebRun checks athenahealth weekly for cardiology patients who have not been seen within their recommended follow-up interval, drafts recall reminders for your staff to review and send, and logs the recall queue in Google Sheets.
athenahealthGoogle SheetsTelegram
Automated athenahealth Cardiology Referral Intake Routing
WebRun checks athenahealth each morning for new cardiology referral intakes, reads the reason for referral and urgency level, and routes each to the right provider with a Slack notification so the first appointment is scheduled the same day.
athenahealthSlackGoogle Sheets
Automated athenahealth Echo and Stress Test Prep Reminders
WebRun checks athenahealth each morning for echocardiogram and stress test appointments in the next 48 hours, drafts preparation reminders for each patient, and queues them for staff review before any message is sent.
athenahealthGoogle SheetsSlack
Automated athenahealth Cardiac Device Recall Tracking
WebRun opens athenahealth, finds patients with implanted cardiac devices due for a clinic recall, drafts reminder messages for your staff to review, and logs the recall queue in Google Sheets.
athenahealthGoogle SheetsSlack
Automated athenahealth Cardiology Care Gap Report
WebRun scans athenahealth weekly for cardiology patients with open care gaps such as overdue lipid panels, blood pressure checks, or diabetes eye exams, generates a prioritized report, and posts it to Slack for your care team to action.
athenahealthSlackGoogle Sheets
Automated athenahealth Cardiology Balance Reminder Drafts
WebRun checks athenahealth weekly for cardiology patients with outstanding patient-responsibility balances, drafts a polite reminder for each, and queues them in a Google Sheets review list so your billing team approves every message before it goes out.
athenahealthGoogle SheetsSlack
Automated athenahealth Anticoagulation Follow-Up Queue
WebRun checks athenahealth each morning for anticoagulation patients whose INR or lab result is overdue or out of therapeutic range, builds a clinical follow-up queue, and posts it to Slack for your care team to action.
athenahealthSlackGoogle Sheets
Automated Markate Supplier Order Followup
WebRun cross-checks open Markate jobs against pending supplier orders, flags any overdue deliveries, and posts a supplier chase list to Slack so you can follow up before installs are delayed.
MarkateSlackGoogle Sheets
Automated Markate Seasonal Promo Campaign Drafts
WebRun pulls your past customer list from Markate, drafts a seasonal promotional email for eligible customers, and queues every message for your review and approval before a single one is sent.
MarkateMailchimpGoogle Sheets
Automated Markate Review Request Workflow
WebRun finds jobs completed in Markate in the last 24 hours, drafts a review request message for each customer, and queues every message for your approval before it is sent.
MarkateGmailGoogle Sheets
Automated Markate Window Treatment Quote Followup
WebRun checks Markate for quotes sent but not yet accepted, drafts a friendly follow-up message for each customer, and queues them for your review before anything is sent.
MarkateGmailGoogle Sheets
Automated Markate New Lead Followup
Every morning, WebRun checks Markate for new leads added in the last 24 hours with no outbound contact, drafts a personalised response for each, and queues the drafts for your review before anything reaches the prospect.
MarkateGmailGoogle Sheets
Automated Markate Measure Appointment Reminders
WebRun checks Markate for upcoming measure appointments, drafts SMS and email reminders for each customer, and queues them for your approval before they are sent.
MarkateTwilioGoogle Sheets
Automated Markate Install Photo Collection Tracker
After installs are marked complete in Markate, WebRun checks whether job photos have been uploaded, flags any missing ones to the crew via Slack, and logs the photo status of every job to Google Sheets.
MarkateSlackGoogle Sheets
Automated Employee Navigator New Hire Eligibility Tracking
WebRun monitors Employee Navigator for new hires approaching their benefits eligibility window and alerts HR before the deadline passes.
Employee NavigatorSlackGoogle Sheets
Automated Employee Navigator Group Onboarding Kickoff
WebRun detects when a new employer group is added to Employee Navigator and kicks off a structured onboarding checklist to ensure all plan details, carriers, and employee data are configured correctly.
Employee NavigatorGoogle SheetsSlack
Automated Employee Navigator Dependent Verification Chaser
WebRun reviews Employee Navigator for dependents whose verification documents are still outstanding and queues reminder drafts for HR to send.
Employee NavigatorGmailGoogle Sheets
Automated Employee Navigator COBRA Deadline Tracking
WebRun checks Employee Navigator for qualifying events that trigger COBRA and alerts HR to the approaching notice deadlines before a compliance penalty can occur.
Employee NavigatorSlackGoogle Sheets
Automated Employee Navigator Carrier Feed Discrepancy Report
WebRun reviews Employee Navigator for mismatches between your enrollment data and carrier feeds, and builds a prioritized worklist for your benefits team.
Employee NavigatorGoogle SheetsSlack
Automated Employee Navigator Broker Book of Business Report
WebRun compiles a weekly book-of-business report from Employee Navigator, summarizing group counts, enrollment totals, and renewal dates so brokers can prioritize their attention.
Employee NavigatorGoogle SheetsTelegram
Automated Employee Navigator ACA Compliance Tracking
WebRun pulls ACA tracking data from Employee Navigator each week and delivers a report to HR so variable-hour employees are never inadvertently missed for coverage eligibility.
Employee NavigatorGoogle SheetsSlack
Automated SpotOn Tab Walkout Tracking
Every morning, WebRun checks SpotOn for any tabs that closed with an unpaid or zero-payment balance the night before, and logs the details into a Google Sheet for manager review and follow-up.
SpotOnGoogle Sheets
Automated SpotOn Pour Cost Variance Report
Every week, WebRun compares your SpotOn beverage sales against your recorded inventory usage to flag categories where actual pour cost is running above your target.
SpotOnGoogle 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.