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 Nursery Loyalty Winback Campaigns
Each week, WebRun identifies loyalty members who have not visited in 90 days, drafts a personalised winback offer email, and queues each one for staff to review and send.
SBI SoftwareMailchimpGoogle Sheets
Automated Garden Center Reorder Alerts
When plant or supply inventory drops below your reorder point, WebRun drafts a purchase order in your POS and queues it for your buyer to approve.
NCR CounterpointGoogle SheetsGmail
Automated Landscape Quote Follow-Up Emails
Three days after a landscape services quote is sent, WebRun drafts a personalised follow-up email for each open quote and queues it for your sales team to review and send.
SBI SoftwareGmailGoogle Sheets
Automated Garden Center Daily Sales Report
Each morning, WebRun pulls yesterday's sales totals from your POS, compares them to the same day last year, and posts a concise summary to your team's Slack channel.
Rapid Garden POSGoogle SheetsSlack
Automated Garden Center Aged Inventory Markdown Flags
Each week, WebRun identifies plants and supplies that have been sitting unsold for more than 30 days and posts a markdown recommendation list to your manager in Slack.
Rapid Garden POSGoogle SheetsSlack
Automated Furniture White Glove Delivery Crew Briefing
WebRun pulls tomorrow's white-glove delivery jobs from STORIS each evening and posts a crew briefing digest to Slack so every team arrives prepared.
STORISGoogle SheetsSlack
Automated STORIS Furniture Aged Inventory Report
WebRun pulls aged inventory data from STORIS each week and posts a ranked digest to Slack so buyers and managers can act on slow-moving stock before it becomes a problem.
STORISGoogle SheetsSlack
Automated Flooring Weekly Sales Report
Every Monday morning, WebRun pulls last week's sales figures from RFMS, compiles the key metrics, and posts a formatted weekly sales report to your team's Slack channel.
RFMSGoogle SheetsSlack
Automated Weekly Revenue Report for FECs
Every Monday, WebRun compiles the prior week's revenue by category from your booking and POS system, and posts a structured weekly report to Slack for your management team.
ROLLERGoogle SheetsSlack
Automated Party Review Request Emails
After each party or group event, WebRun drafts a personalised review request email for your team to send while the experience is still fresh.
ROLLERGmailGoogle Sheets
Automated Party Booking Inquiry Response
When a party inquiry lands, WebRun reads the request, checks availability in your booking system, and drafts a personalised reply with package options for your team to send.
ROLLERGmailGoogle Sheets
Automated Lapsed Customer Winback for FECs
WebRun finds guests who visited regularly but have gone quiet, drafts a warm winback offer for your team to send, and logs the outreach so you can track what brings them back.
CenterEdgeGmailGoogle Sheets
Automated Group Event Quote Follow-Up
WebRun tracks outstanding group and corporate event quotes, spots the ones that have gone quiet, and drafts a follow-up message for your team to send before the lead goes cold.
CenterEdgeGmailGoogle Sheets
Automated Birthday Party Outreach for FECs
WebRun finds guests with a birthday coming up in the next 30 days, drafts a personalised birthday offer email for your team to send, and logs the outreach so no birthday is missed.
CenterEdgeGmailGoogle Sheets
Automated Electrical Safety Inspection Reminders
WebRun tracks when each customer is due for their next electrical safety inspection and drafts a reminder email so your team can fill the schedule with recurring safety work.
ServiceTitanGmailGoogle Sheets
Automated Electrical Job Review Requests
WebRun detects completed electrical jobs in Service Fusion, waits 24 hours, and drafts a review request email for each customer so your Google and online ratings reflect the quality of your work.
Service FusionGmailGoogle Sheets
Automated Electrical Permit and Inspection Tracker
WebRun scans your open jobs in Service Fusion for permit and inspection deadlines, flags anything due in the next 7 days, and posts a daily alert to your team so no job stalls at the permit office.
Service FusionGoogle SheetsSlack
Automated Electrical Panel Upgrade Outreach
WebRun pulls your past customers from Service Fusion, identifies those with older panels or previous service calls that signal an upgrade need, and drafts targeted outreach so you fill your panel-upgrade schedule.
Service FusionGmailGoogle Sheets
Automated Standby Generator Maintenance Reminders
WebRun checks your generator service records in Housecall Pro or ServiceTitan, identifies units due for their annual or biennial service, and drafts maintenance reminder emails so your customers never face a generator failure when they need backup power most.
Housecall ProGmailGoogle Sheets
Automated EV Charger Install Lead Follow-Up
WebRun spots new EV charger installation inquiries in Housecall Pro or your web form, drafts a fast, detailed response for your approval, and logs the lead so no EV job request goes unanswered.
Housecall ProGmailGoogle Sheets
Automated Auto Detailing Weekly Revenue Report
Every Monday, WebRun compiles your detailing shop's weekly revenue, job count, and top services into a concise report posted straight to Slack.
UrableGoogle SheetsSlack
Automated Auto Detailing Supply Reorder Alerts
When stock of a key detailing chemical or consumable drops below your reorder threshold, WebRun drafts a purchase order so you can restock before you run short.
Mobile Tech RXGoogle SheetsGmail
Automated Dermatology Insurance Eligibility Verification
Each evening, WebRun checks insurance eligibility for the next day's appointments in ModMed and posts a flagged report to Slack so billing staff can resolve issues before the patient arrives.
ModMedGoogle SheetsSlack
Automated Dermatology Morning Schedule Huddle
Each morning, WebRun pulls the day's appointments from ModMed, summarizes key notes and flags for each patient, and posts a morning huddle digest to Slack so the team starts the day aligned.
ModMedGoogle 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.