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 Weekly Pet Revenue Report
WebRun opens Gingr every Monday, totals last week's revenue across grooming, daycare, and boarding, logs the week to a running Google Sheet, and posts you a clear Slack summary so you know which services are carrying the business.
GingrGoogle SheetsSlack
Automated Weekly Bookings Revenue Report
WebRun opens Travefy every Monday, totals the trips booked and revenue written in the past week, logs the figures in Google Sheets to build a running trend, and posts your team a clear Slack summary of bookings, revenue, and top destinations.
TravefyGoogle SheetsSlack
Automated Treatment Plan Review Alerts
WebRun checks TheraNest each week for clients whose treatment plan is due for review soon, logs them to a Google Sheet per clinician, and posts each therapist a private Slack heads-up so no plan lapses out of date.
TheraNestGoogle SheetsSlack
Automated Supplier Hold Deadline Tracking
WebRun opens Travefy each morning, finds supplier holds and option deadlines coming due on active trips, logs each one in Google Sheets with the date, and posts your team a Slack list of which holds expire this week so none lapse unnoticed.
TravefyGoogle SheetsSlack
Automated Mortgage Refi Candidate Flags
Each week, WebRun opens Encompass, reviews your funded past clients, flags the ones whose rate now sits well above the market, logs each refi candidate in Google Sheets, and posts the loan officer a Slack shortlist of who is worth a call. It flags only, it never contacts a client.
EncompassGoogle SheetsSlack
Automated Advisory Fee Reconciliation
WebRun reads the quarterly advisory fees billed in Orion, recalculates what each account should owe from its AUM and fee schedule in Google Sheets, flags any account that does not match, and sends you a Telegram summary of the exceptions.
OrionGoogle SheetsTelegram
Automated Karbon Staff Capacity Report
Every Monday, WebRun opens Karbon, tallies open work and hours assigned per staff member, logs the capacity picture to a Google Sheet, and posts the team a Slack report so managers can spot who is overloaded and who has room before the week fills up.
KarbonGoogle SheetsSlack
Automated Dental Production Scoreboard
WebRun opens Dental Intelligence each evening, reads each provider's production against goal for the day, logs it in Google Sheets, and posts the team a Slack scoreboard so everyone sees where the day landed.
Dental IntelligenceGoogle SheetsSlack
Automated Supervision Hours Tracking
WebRun tallies each associate clinician's logged client and supervision hours in TherapyNotes each week, updates a Google Sheet running toward their licensure target, and posts a private Slack summary so no one falls behind on hours.
TherapyNotesGoogle SheetsSlack
Automated Encompass Rate Lock Alerts
Each morning, WebRun opens Encompass, finds the loans whose rate lock expires in the next few days, posts the loan officer a Slack alert ranked by how soon each one expires, and logs every expiring lock in Google Sheets so none slips past its date.
EncompassSlackGoogle Sheets
Automated Portfolio Drift Flags
WebRun reads Orion each morning for portfolios that have drifted past their target allocation bands, posts the advisor a Slack shortlist of accounts to review, and logs each drifted account in Google Sheets. It flags only, it never trades.
OrionSlackGoogle Sheets
Automated Travel Inquiry Routing
WebRun checks TravelJoy through the day for new trip inquiries, logs each one in Google Sheets, decides which advisor fits best by destination and trip type, and posts the routing to Slack so no lead sits unclaimed.
TravelJoySlackGoogle Sheets
Automated Floify Pipeline Digest
Each morning, WebRun opens Floify, groups every active loan by its milestone stage, logs the day's counts in Google Sheets, and posts the team a Slack digest showing how many files sit at each stage and which ones are nearing their deadline.
FloifyGoogle SheetsSlack
Automated Meeting Room Utilization Reports
WebRun opens Nexudus each Monday, pulls last week's meeting-room bookings, builds a utilization report in Google Sheets showing hours booked and busiest rooms, and posts your team a short Slack summary of how the rooms performed.
NexudusGoogle SheetsSlack
Automated Client Meeting Prep Packs
WebRun reads Orion each morning for clients you are meeting that day, pulls a portfolio summary and open action items, assembles a tidy prep pack in Google Sheets, and posts the advisor a Slack heads-up that each pack is ready.
OrionGoogle SheetsSlack
Automated Karbon Extension Candidate Flags
Each morning, WebRun opens Karbon, finds tax returns that will not realistically finish before the deadline, logs each extension candidate to a Google Sheet, and posts the team a Slack list so partners can decide who to file an extension for, well before the date.
KarbonGoogle SheetsSlack
Automated Encompass LO Production Report
Every Monday, WebRun opens Encompass, tallies last week's locked and funded volume by loan officer, logs the figures in Google Sheets next to prior weeks, and posts the team a Slack report showing each loan officer's units and dollars locked and funded.
EncompassGoogle SheetsSlack
Automated Meeting Notes Compliance Chaser
WebRun reviews Wealthbox each day for client meetings that have no notes logged yet, posts each advisor a Slack nudge to write them up, and logs every gap in a Google Sheets compliance tracker.
WealthboxSlackGoogle Sheets
Automated Dental Morning Huddle Prep
WebRun opens Dental Intelligence each morning, pulls the day's production, schedule gaps, unscheduled treatment, and outstanding balances, lays them into a Google Sheets huddle sheet, and posts the team a Slack snapshot.
Dental IntelligenceGoogle SheetsSlack
Automated Desk Occupancy Reports
WebRun opens Nexudus each Monday, pulls desk occupancy against capacity, builds an occupancy report in Google Sheets, and posts your team a short Slack summary of how full the space is and where there is room to sell.
NexudusGoogle SheetsSlack
Automated Drake E-File Rejection Worklist
Each morning, WebRun opens Drake, processes the latest e-file acknowledgements, pulls out the rejected returns with their reject codes, logs them to a Google Sheet as a worklist, and posts the team a Slack list of what needs fixing and resending.
DrakeGoogle SheetsSlack
Automated Dental Eligibility Checks
WebRun opens Dentrix each afternoon, checks the insurance eligibility status for tomorrow's scheduled patients, logs each result in Google Sheets, and posts the front desk a Slack list of anything that needs a manual check.
DentrixGoogle SheetsSlack
Automated Daily Bookings and Visitor Digest
WebRun opens Cobot each morning, pulls today's bookings and expected visitors, logs them to a Google Sheet, and posts the front desk a Slack digest of who is coming in and which rooms are booked.
CobotGoogle SheetsSlack
Automated Encompass Disclosure Deadline Flags
Through the day, WebRun opens Encompass, finds new and changed loans whose initial disclosures are not yet sent, flags the ones approaching the deadline for compliance to action, logs each at-risk loan in Google Sheets, and posts a Slack alert. It flags only, it never sends a disclosure.
EncompassSlackGoogle 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.