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 Pediatric Therapy Daily Schedule Digest
Each morning, WebRun pulls today's full schedule from Jane, compiles a therapist-by-therapist digest showing appointments, patient notes, and any missing items, and posts it to Slack so the entire team is aligned before the first child arrives.
JaneGoogle SheetsSlack
Automated Pediatric Therapy Denied Claims Worklist
Every morning, WebRun reviews denied claims in WebPT, organizes them into an actionable worklist by denial reason and appeal deadline, and posts the priority list to Slack so billing staff can work highest-risk denials first.
WebPTGoogle SheetsSlack
Automated Pediatric Therapy Authorization Expiry Tracking
Every morning, WebRun checks authorizations in Fusion Web Clinic for children approaching their expiry date, posts an internal worklist to Slack, and drafts renewal request letters for the billing team to review and submit.
Fusion Web ClinicGoogle SheetsSlack
Automated Nutrition Weekly Caseload Digest
Every Monday morning, WebRun compiles your active caseload, no-shows, and upcoming appointments from Healthie into a concise digest and posts it directly to Slack, so you begin the week fully informed.
HealthieGoogle SheetsSlack
Automated Nutrition Monthly Superbill Drafts
At the end of each month, WebRun compiles session details from Healthie and drafts a complete superbill for each client who needs one, ready for your review before sending.
HealthieGoogle SheetsGmail
Automated Nutrition Client Review Requests
A day after each completed session, WebRun drafts a personalised review request for the client and queues it for your approval, so positive outcomes become visible online.
HealthieGmailGoogle Sheets
Automated Nutrition Discovery Call Follow-Ups
After a discovery call, WebRun drafts a personalised follow-up message for each lead and queues it for your review, so potential clients get a timely, professional response while your impression is still fresh.
Practice BetterGmailGoogle Sheets
Automated Nutrition Client Intake Form Collection
When a new client books, WebRun drafts a welcome message with intake form links and chases any outstanding forms before the appointment, so you walk in fully prepared.
HealthieGmailGoogle Sheets
Automated Nutrition Food Journal Review Flags
Every morning, WebRun scans client food journal entries in Practice Better, flags those with missed logging streaks or nutritional patterns that warrant a check-in, and posts a prioritised review list to Slack so nothing slips between sessions.
Practice BetterGoogle SheetsSlack
Automated Moving Company Weekly Bookings Report
Every Monday, WebRun pulls last week's bookings, revenue, and conversion data from SmartMoving, compiles a concise summary, and posts it to your management Slack channel so the week begins with the full picture.
SmartMovingGoogle SheetsSlack
Automated Moving Damage Claim Intake Routing
When a customer reports a damage claim after a move, WebRun reads the details from your CRM, categorizes the claim by type and value, and routes it to the correct team member in Slack with all the information they need to act.
SupermoveGoogle SheetsSlack
Automated Med Spa Weekly Revenue by Service Report
Every Monday, WebRun pulls last week's completed appointments and retail sales, breaks revenue down by treatment category and provider, logs it to Google Sheets, and posts the summary to your management Slack channel.
MangomintGoogle SheetsSlack
Automated Med Spa Daily Schedule Digest
Every morning, WebRun pulls today's appointment schedule from your practice management system and posts a concise digest to your team's Slack channel, including open slots that could be filled.
Aesthetic RecordGoogle SheetsSlack
Automated Massage Clinic Weekly Revenue Report
Every Monday, WebRun pulls last week's appointments, revenue, and therapist utilisation from your booking system and posts a clean summary to Slack so you can plan the week ahead.
JaneGoogle SheetsSlack
Automated Martial Arts Monthly Enrollment Report
On the first of each month, WebRun pulls enrollment and billing data from Zen Planner, compiles a concise summary of active members, new sign-ups, cancellations, and tuition collected, and posts it to your Slack channel so you start the month with a clear picture.
Zen PlannerGoogle SheetsSlack
Automated Landscaping Weekly Revenue Report
Every Monday, WebRun pulls the previous week's completed jobs and revenue from Aspire or Jobber, summarizes performance by crew, service type, and client, and posts a clean report to Slack so your leadership team starts the week knowing where they stand.
AspireGoogle SheetsSlack
Automated Landscape Material Reorder Alerts
Each week, WebRun checks your material inventory against upcoming job requirements in Aspire or Yardbook, drafts a purchase order for any supplies running low, and queues it for your approval before anything is ordered.
AspireGoogle SheetsGmail
Automated Landscaping Enhancement Upsell Flags
Each week, WebRun reviews your active client list in Aspire or LMN, identifies accounts that are not receiving enhancement services like mulching, aeration, or irrigation, and posts a prioritized upsell flag list to your sales team in Slack.
AspireGoogle SheetsSlack
Automated Landscaping Crew Route Digest
Each morning, WebRun pulls the day's jobs from Jobber or LMN, organizes them by crew and route, and posts each team a concise job digest so they start the day knowing exactly where to go.
LMNSlackGoogle Sheets
Automated Jewelry Warranty and Cleaning Reminders
WebRun finds customers whose jewelry warranty service or complimentary cleaning interval is due in Jewel360 or The Edge and drafts a reminder for each, ready for staff to review before sending.
Jewel360PodiumGoogle Sheets
Automated Jewelry VIP Clienteling Outreach
WebRun identifies VIP customers who have not visited recently in Jewel360, reviews their purchase history, and drafts a personalized outreach message for each, ready for your top sales associate to review and send.
Jewel360PodiumGoogle Sheets
Automated Jewelry Uncollected Repair Follow-Ups
WebRun finds repairs that have been ready for pickup for too long in The Edge and drafts follow-up notices for each customer, ready for staff review before sending.
The EdgeGmailGoogle Sheets
Automated Jewelry Customer Review Requests
A few days after a sale closes in Jewel360 or The Edge, WebRun drafts a personal review request for the customer and queues it for staff approval before sending via Podium.
Jewel360PodiumGoogle Sheets
Automated Jewelry Low-Stock Reorder Drafts
Every morning, WebRun checks The Edge or Jewel360 for items below your reorder threshold and drafts purchase orders for your vendors, ready for staff review before sending.
The EdgeGmailGoogle 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.