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 Optometry Recall Gap Worklist
Every week, WebRun scans your patient database for patients past their recall date with no upcoming appointment booked, and delivers a prioritized worklist to your team.
RevolutionEHRGoogle SheetsSlack
Automated Optometry Insurance Eligibility Check
Every evening, WebRun checks tomorrow's schedule, runs eligibility verification for each patient's vision and medical insurance, and delivers a prep sheet to your team before the day starts.
EyefinityGoogle SheetsSlack
Automated Optometry Claim Rejection Worklist
Every morning, WebRun pulls rejected insurance claims from your practice management system, categorizes them by rejection reason, and delivers a prioritized worklist to your billing team.
EyefinityGoogle SheetsSlack
Automated Music School Monthly Enrollment Report
On the first of each month, WebRun pulls enrolment and billing data from My Music Staff and posts a concise summary to Slack so you know exactly where the business stands.
My Music StaffGoogle SheetsSlack
Automated Marina Waitlist Slip Assignment
When a slip becomes vacant in Molo, WebRun finds the best-fit boater on your waitlist, logs the match in Google Sheets, and drafts an offer email for your dockmaster to review and send.
MoloGoogle SheetsGmail
Automated Marina Slip Occupancy Utilization Report
WebRun pulls current slip occupancy data from Molo, calculates utilization by dock section and vessel type, logs the figures in Google Sheets, and posts a weekly summary to Slack for your management team.
MoloGoogle SheetsSlack
Automated Marina Vessel Insurance Expiry Reminders
WebRun finds vessels with insurance or registration expiring soon in Molo, drafts a compliance reminder for each boater, and logs every expiry in Google Sheets so nothing falls through the cracks.
MoloGoogle SheetsGmail
Automated Marina Fuel Dock Daily Sales Report
WebRun pulls yesterday's fuel sales, pump transactions, and dock store revenue from SpeedyDock, rolls it into a clean daily digest, and posts it to your marina ops Slack channel before staff arrive.
SpeedyDockGoogle SheetsSlack
Automated Laundry Supply Reorder Alerts
Every morning, WebRun checks your supply levels in CleanCloud against your reorder thresholds, drafts a purchase order for anything running low, and posts a supply alert to Slack for your review before any order is placed.
CleanCloudGoogle SheetsSlack
Automated Laundry Pickup Delivery Route Digest
Every morning, WebRun pulls today's pickup and delivery orders from Curbside Laundries, sorts them into an optimised route, and posts a driver-ready digest to Slack so your team knows exactly where to go.
Curbside LaundriesGoogle SheetsSlack
Automated Laundry Lost and Found Item Tracker
When a lost or found item is logged in CleanCloud, WebRun records it in a Google Sheet, matches it against open reports, and posts an update to your internal Slack channel so every item gets resolved and nothing slips through.
CleanCloudGoogle SheetsSlack
Automated Laundry Daily Sales Report
Every evening, WebRun pulls the day's revenue, order count, and service breakdown from Cents and posts a clean digest to Slack and a running log to Google Sheets, so you always know how the day went.
CentsGoogle SheetsSlack
Automated Interior Design Vendor Quote Requests
WebRun pulls your product selections from DesignFiles, drafts a professional quote request email for each trade vendor, and logs each request in a tracking sheet so nothing gets missed.
DesignFilesGmailGoogle Sheets
Automated Interior Design Sample Return Tracking
WebRun tracks fabric and sample return deadlines from your Google Sheet, posts an internal daily alert as due dates approach, and drafts a courtesy return reminder to clients when a sample has been out too long.
Google SheetsSlackGmail
Automated Interior Design Receiving and Damage Log
WebRun updates your receiving and damage inspection log in Google Sheets as items arrive, flags any damage notes against the relevant Mydoma Studio order, and posts a Slack alert when something needs immediate attention.
Mydoma StudioGoogle SheetsSlack
Automated Interior Design Procurement Tracking
WebRun checks your open purchase orders in Mydoma Studio, looks up vendor shipping and status updates, and posts a daily digest to Slack so you always know where every item stands.
Mydoma StudioGoogle SheetsSlack
Automated Interior Design Install Day Prep
WebRun checks your upcoming installs in Houzz Pro, pulls the project schedule and delivery status from your procurement tracker, and posts your team a prep digest the morning before each installation day.
Houzz ProGoogle SheetsSlack
Automated Interior Design Lead Follow-Up
After a consultation call, WebRun pulls the lead from your Houzz Pro CRM, drafts a warm follow-up email, and logs the contact in a tracking sheet so no prospective client falls through the cracks.
Houzz ProGmailGoogle Sheets
Automated Home Care Weekly Census Report
Every Monday, WebRun pulls the current active-client census from WellSky, breaks it down by service type, payer, and geography, and posts a concise digest to Slack and a detailed sheet to Google Sheets for leadership review.
WellSkyGoogle SheetsSlack
Automated Home Care Open Shift Filling
When an open shift appears in AlayaCare, WebRun identifies qualified available caregivers, drafts individual outreach messages for a coordinator to review, and logs the fill attempt in Google Sheets.
AlayaCareGoogle SheetsGmail
Automated Home Care Private-Pay Invoice Chaser
Every Monday, WebRun finds overdue private-pay invoices in QuickBooks, and drafts a polite payment reminder email for each family for a billing coordinator to review and send.
QuickBooksGoogle SheetsGmail
Automated Caregiver Overtime Risk Digest
Every morning, WebRun scans AxisCare for caregivers approaching weekly overtime thresholds and posts an internal Slack digest so schedulers can rebalance shifts before overtime costs accrue.
AxisCareGoogle SheetsSlack
Automated Home Care Referral Intake Routing
When a new referral arrives in WellSky, WebRun reads the referral details, checks for intake capacity, assigns it to the right coordinator, and posts an internal Slack notification so the team can act within the hour.
WellSkyGoogle SheetsSlack
Automated HOA Work Order Vendor Dispatch
When a new work order lands in TownSq, WebRun reads the issue type, matches it to the right vendor from your roster, and drafts a dispatch email for the manager to approve and send.
TownSqGoogle SheetsGmail

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.