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 Hearing Aid Clean-and-Check Recall
Every week, WebRun finds patients in CounselEAR whose hearing aid is overdue for a clean-and-check appointment, drafts a recall message for each, and queues the drafts for staff review before sending.
CounselEARGmailGoogle Sheets
Automated Hearing Aid Battery Reorder Reminders
Every month, WebRun finds patients in Sycle whose battery or supply purchase is due for reorder, drafts a personalized reminder for each, and queues the drafts for staff review before sending.
SycleGmailGoogle Sheets
Automated Audiology Annual Recall Reminders
Every morning, WebRun finds patients in Sycle who are overdue for their annual hearing evaluation, drafts a personalized recall message for each, and queues them for staff review before sending.
SycleGmailGoogle Sheets
Automated ABA Unbilled Sessions Worklist
WebRun scans CentralReach every morning for sessions delivered but not yet billed, builds a worklist by therapist and payer, and posts it to Slack so your billing team can close out revenue before the billing window closes.
CentralReachGoogle SheetsSlack
Automated ABA Treatment Plan Review Reminders
WebRun checks treatment plan review dates in CentralReach each week, flags clients whose plans are due for review within 30 days, posts an internal worklist to Slack, and drafts family notification messages for BCBA review.
CentralReachGoogle SheetsSlack
Automated RBT Supervision Hours Tracking
WebRun checks CentralReach each week for RBTs whose monthly supervision hours are falling behind the BACB requirement, logs the shortfalls to a Google Sheet, and posts a digest to Slack so supervising BCBAs can close the gap before month-end.
CentralReachGoogle SheetsSlack
Automated ABA Staff Billable Utilization Report
WebRun pulls session and scheduling data from CentralReach each Monday, calculates billable utilization by therapist, and posts a weekly digest to Slack so clinical leadership can spot underutilization and rebalance caseloads before it affects revenue.
CentralReachGoogle SheetsSlack
Automated RBT BCBA Credential Expiry Tracking
WebRun checks your staff credential records in CentralReach each week, flags any RBT or BCBA certifications expiring within 60 days, posts an internal digest to Slack, and drafts renewal reminder messages for your HR lead to review.
CentralReachGoogle SheetsSlack
Automated ABA No-Show and Cancellation Report
WebRun pulls no-show and cancellation data from CentralReach each Monday, calculates rates by therapist and client, and posts a weekly report to Slack so your clinical team can spot attendance patterns and take action before they affect authorizations.
CentralReachGoogle SheetsSlack
Automated ABA Intake Waitlist Routing
WebRun reviews new intake submissions and your waitlist in CentralReach each morning, matches open slots to eligible clients, and posts a routing digest to Slack so your intake coordinator always knows who to contact next.
CentralReachGoogle SheetsSlack
Automated ABA Claim Denial Worklist
WebRun pulls denied and rejected claims from CentralReach each morning, groups them by denial reason and payer, and posts a prioritized worklist to Slack so your billing team can begin appeals before the deadline passes.
CentralReachGoogle SheetsSlack
Automated ABA Canceled Session Makeup Scheduling
WebRun reviews canceled sessions in CentralReach each morning, identifies clients who need makeup appointments, and drafts family outreach messages for your scheduling team to review and send.
CentralReachGoogle SheetsGmail
Automated ABA Authorization Units Burn-Rate Alerts
WebRun reviews authorized and used units in CentralReach each morning, calculates burn rates for each active client, and posts a Slack alert when a client is on track to exhaust units early or to drastically underutilize their authorization.
CentralReachGoogle SheetsSlack
Automated ABA Authorization Expiry Tracking
WebRun checks your active authorizations in CentralReach every morning, flags any expiring within 30 days, and posts a worklist to Slack while drafting renewal request letters for your billing team to review.
CentralReachGoogle SheetsSlack
Automated Senior Living Staff Credential Compliance Tracking
WebRun reviews staff credential records each week, flags any license or certification expiring in the next 60 days, and drafts a renewal reminder email for the HR team to review and send.
EldermarkGoogle SheetsGmail
Automated Senior Living Resident Birthday List
Every Monday, WebRun pulls resident birthdays for the coming week from your care system, formats a celebration-ready list, and posts it to the life-enrichment team in Slack.
ALIS by MedtelligentGoogle SheetsSlack
Automated Senior Living Occupancy Census Report
Each Monday morning, WebRun pulls the current census from your property management system, calculates occupancy by care level, and posts a move-out forecast digest to operations leadership.
YardiGoogle SheetsSlack
Automated Senior Living Move-In Onboarding Checklist
When a new resident is added in your system, WebRun builds a personalised move-in checklist, notifies the care team, and drafts the welcome letter for staff to review.
PointClickCareGoogle SheetsGmail
Automated Senior Living Monthly Billing Review
Before each billing run, WebRun checks for care-level changes, ancillary charges, and missing fees in your system, compiles a review list in Google Sheets, and alerts the billing team to items that need attention.
YardiGoogle SheetsSlack
Automated Senior Living Daily Incident Report Digest
WebRun pulls all incidents logged in the previous 24 hours, summarises them by type and severity, and posts a digest to the clinical leadership Slack channel before morning rounds.
PointClickCareGoogle SheetsSlack
Automated Senior Living Dining Preference Digest
Each Monday, WebRun pulls resident dietary restrictions, texture preferences, and allergy flags from your care system, formats a kitchen-ready digest, and posts it to the dining services team.
PointClickCareGoogle SheetsSlack
Automated Assisted Living Care Level Change Alerts
WebRun reviews completed assessments each morning, identifies residents whose care level has changed, and posts a prioritised worklist to the care and billing teams.
ALIS by MedtelligentGoogle SheetsSlack
Automated Storage Website Lead Follow-Up
When a prospect submits an inquiry on your storage website, WebRun logs them to a lead sheet, drafts a personalised reply email for staff to approve, and posts an internal alert so no lead sits unanswered.
Easy Storage SolutionsGoogle SheetsGmail
Stora Automated Daily Occupancy Report
Every morning, WebRun pulls your occupancy data from Stora, logs the breakdown to Google Sheets, and posts a clean daily snapshot to Slack so your team always knows what is rented, vacant, and reserved.
StoraGoogle 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.