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 Idle Cash Alerts
WebRun reads Addepar each morning for accounts holding more cash than your target, sends the advisor a Telegram shortlist of accounts to review, and logs each one in Google Sheets. It flags for review only and never moves money.
AddeparTelegramGoogle Sheets
Automated SmartVault Upload Routing
Each morning, WebRun opens SmartVault, finds documents clients uploaded since the last run, logs each one with its client and assigned preparer to a Google Sheet, and posts the team a Slack note so the right person knows their client's files have arrived.
SmartVaultGoogle SheetsSlack
Automated Dental Claim Tracking
WebRun opens Open Dental each morning, runs the Outstanding Insurance Claims report for rejected and aging claims, builds a clear worklist in Google Sheets, and posts the billing team a Slack summary of what needs reworking.
Open DentalGoogle SheetsSlack
Automated Daily Pet Roster Digest
WebRun opens Gingr each morning, pulls today's grooming, daycare, and boarding bookings, logs the day to a running Google Sheet, and posts your staff one tidy Slack roster so everyone knows which pets are in and what is happening.
GingrGoogle SheetsSlack
Automated Travel Commission Reconciliation
WebRun opens Travefy each week, compares the commission expected on booked trips against what has actually been received, logs the gaps in Google Sheets, and posts your team a Slack list of unpaid or short-paid commissions to chase so none slip through.
TravefyGoogle SheetsSlack
Automated Coworking Churn Risk Flags
WebRun reviews OfficeRnD check-ins each week, flags active members whose visits have dropped off, logs the at-risk list to a Google Sheet, and posts your community team a Slack list of who to reach out to before they cancel.
OfficeRnDSlackGoogle Sheets
Automated Boarding Capacity Alerts
WebRun checks Gingr each morning for dates where boarding or daycare is nearing its capacity limit, alerts your team on Slack before the day fills up, and logs the squeeze in a Google Sheet so you can staff and sell smarter.
GingrSlackGoogle Sheets
Automated Therapy Claim Status Worklist
WebRun reviews your TherapyNotes claims each morning, pulls every claim still outstanding, denied, or rejected into a Google Sheet worklist, and posts your billing team a Slack digest of what needs working today.
TherapyNotesGoogle SheetsSlack
Automated Dental Case Acceptance Report
WebRun opens Curve Dental every Monday, pulls last week's treatment presented versus accepted by provider, lays the case-acceptance rates into Google Sheets, and posts the team a Slack summary by provider.
Curve DentalGoogle SheetsSlack
Automated Kisi Access Change Review
WebRun reviews Kisi access against your member roster, prepares the access changes that are needed, and posts an admin a Slack approval list with a Google Sheet of exactly what to add or remove. It never changes door access on its own.
KisiSlackGoogle Sheets
Automated Encompass Appraisal Tracking
Each morning, WebRun opens Encompass, checks every loan with an appraisal ordered, flags the ones overdue or still unscheduled, logs each appraisal's status in Google Sheets, and posts the loan officer a Slack list of the orders that are running late.
EncompassGoogle SheetsSlack
Automated Therapy Caseload Balance Report
WebRun reviews active clients per clinician in SimplePractice each week, builds a caseload-balance report in a Google Sheet, and posts a Slack digest showing who is at capacity and who has room, so the team stays evenly loaded.
SimplePracticeGoogle SheetsSlack
Automated Provet Cloud Reorder Drafts
WebRun checks Provet Cloud each morning for vet supplies and medications below their reorder point, drafts a purchase order for each vendor in a Google Sheet, and leaves it for the inventory lead to approve before ordering.
Provet CloudGoogle SheetsSlack
Automated Salon No-Show Reporting
WebRun reviews yesterday's no-shows and late cancellations in Boulevard, logs each with the client, stylist, and lost slot into a Google Sheet, and posts your team a Slack flag report so repeat offenders get spotted.
BoulevardGoogle SheetsSlack
Automated Salon Chair Utilization Digest
WebRun reviews last week's bookings in Boulevard, works out how full each stylist's chair ran, logs it into a Google Sheet, and posts your team a Telegram digest of who is fully booked and who has open time to fill.
BoulevardGoogle SheetsTelegram
Automated Time-to-Fill Reporting
WebRun reads your Lever pipeline analytics each Monday, pulls time-to-fill and how long candidates sit in each stage, writes it to a Google Sheet, and posts your team a Slack report of the slowest stages, so you fix the bottleneck instead of guessing where weeks are lost.
LeverGoogle SheetsSlack
Automated Sourcing Channel ROI Reports
WebRun reads your source-of-hire data in Greenhouse each Monday, works out which job boards and channels convert applicants to hires, writes it to a Google Sheet, and posts your team a Slack report, so budget goes to the sources that deliver, not the loudest ones.
GreenhouseGoogle SheetsSlack
Automated Requisition Aging Reports
WebRun reviews your open requisitions in SmartRecruiters each Monday, finds the jobs open longest with the thinnest pipelines, and posts your team a Slack digest ranked by age, so aging reqs get attention before they quietly stall the whole hiring plan.
SmartRecruitersGoogle SheetsSlack
Automated Reference Check Requests
WebRun finds candidates who reached the reference stage in Workable, drafts a reference-check request email for each in Gmail, and leaves every draft unsent for a recruiter to review, so references get requested fast while a human still approves each send.
WorkableGmailGoogle Sheets
Automated Recruiter Workload Digest
WebRun reads your Ashby reporting each Monday, counts open reqs and active candidates per recruiter, writes it to a Google Sheet, and posts your team a Slack digest showing who is overloaded and who has room, so work gets rebalanced before pipelines slip.
AshbyGoogle SheetsSlack
Automated Greenhouse Offer Approvals
WebRun opens Greenhouse each morning, finds offers stuck waiting on approval, notes who each one is waiting on and how long it has sat, and posts your hiring team a Slack nudge so approvers clear the queue before the candidate cools off.
GreenhouseGoogle SheetsSlack
Automated Expiring Job Repost Drafts
WebRun checks Recruitee each morning for job postings about to expire or losing visibility, drafts a refreshed listing for each, and posts your team a Slack list of what to republish, so active roles stay visible on the boards while a human approves every repost.
RecruiteeGoogle SheetsSlack
Automated Candidate Experience NPS Surveys
WebRun finds candidates who recently finished your interview process in Lever, drafts a short candidate-experience NPS survey email for each, and leaves every draft in Gmail for a recruiter to review and send, so you measure experience without anything going out unapproved.
LeverGmailGoogle Sheets
Automated Rent Increase Notice Drafts
WebRun checks Yardi Breeze for leases coming up for renewal, drafts a rent increase notice to each tenant in Gmail with the new amount and effective date for your review, and logs every notice in a Google Sheet so nothing misses its required notice period.
Yardi BreezeGmailGoogle 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.