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.

JobBOSS Automatic RFQ Intake Logging
WebRun scans Gmail for new request-for-quote emails, creates a placeholder quote record in JobBOSS, and logs the intake to a Google Sheet so nothing gets missed before someone writes the actual quote.
GmailJobBOSSGoogle Sheets
DELMIAWorks Automatic Scrap and Regrind Reports
Every Monday, WebRun pulls scrap and regrind quantities per job from DELMIAWorks, matches the resin cost booked in QuickBooks, and builds a Google Sheet report ranking presses and jobs by scrap rate and dollars lost.
DELMIAWorksQuickBooksGoogle Sheets
Automated Alora Post-Respite Summary Drafts
When a respite stay wraps up, WebRun compiles the caregiver's notes and hours from Alora, drafts a summary email in Gmail for the family, and logs a compliance record to Google Sheets.
AloraGmailGoogle Sheets
Automated ECP Staffing Ratio Compliance Alerts
At every shift change, WebRun opens ECP, checks the resident census and acuity against your scheduled staff count, logs any shortfall in a Google Sheet, and emails your staffing coordinator an alert in time to call in coverage.
ECPGoogle SheetsGmail
Automated Zoobook Program Fee Reminders
WebRun checks Zoobook Systems each week for patients behind on their program fee, logs the balance to Google Sheets, and drafts a payment reminder text through Twilio for staff to review before it goes out.
Zoobook SystemsGoogle SheetsTwilio
Automated LongevityEHR Peptide Refill Reminders
Every morning, WebRun opens LongevityEHR, finds members whose peptide supply runs out within 7 days based on their last fill and dose, logs each to a Google Sheets refill queue, and drafts a personalized Twilio text reminder for each, left unsent for your team to approve and send.
LongevityEHRGoogle SheetsTwilio
Automated Cerbo Referral Partner Report
On the first of every month, WebRun tallies each new patient's referral source from Cerbo, and compiles a ranked report in Google Sheets showing which referring providers and partners send the most patients, and how many of them stay.
CerboGoogle Sheets
Automated OptiMantra PHQ-9 Score Trend Alerts
WebRun checks each patient's PHQ-9 and GAD-7 scores in OptiMantra every morning, flags anyone whose depression or anxiety score is rising instead of improving, and alerts your clinical team the same day so a provider can follow up.
OptiMantraGoogle SheetsMicrosoft Teams
Automated Intellicure HBOT Claim Status Alerts
Every morning, WebRun opens Intellicure, checks the status of every submitted reimbursement claim, logs aging and denied claims to a shared tracker, and drafts an appeal for your billing team to review before it's resubmitted.
IntellicureGoogle SheetsGmail
Automated HRT Control Provider Utilization Reports
On the first of each month, WebRun compares booked visits in HRT Control against open slots on Google Calendar for each provider, and logs a utilization report to a Google Sheet.
HRT ControlGoogle CalendarGoogle Sheets
Automated PatientNow Program Completion Follow-Ups
WebRun checks PatientNow each morning for patients finishing their GLP-1 program, logs each completion to a Google Sheet, and drafts a Mailchimp email congratulating them and offering a maintenance plan, left unsent for your team to review and send.
PatientNowMailchimpGoogle Sheets
Automated PracticeQ Vitamin Additive Expiry Alerts
Every morning, WebRun checks each vitamin additive and injectable's expiry date against your inventory sheet, cross-checks what PracticeQ has booked to use them, and texts your lead nurse a heads-up when something is about to expire.
PracticeQGoogle SheetsTwilio
Automated AestheticsPro Commission Payout Recap
Every Monday, WebRun tallies each provider's commissionable treatments in AestheticsPro, logs the running commission totals to Google Sheets, and drafts the payout entry in QuickBooks for your bookkeeper to review before posting.
AestheticsProGoogle SheetsQuickBooks
Automated FRAX Fracture Risk Reporting
WebRun pulls each completed scan's T-score from Hologic Horizon DXA, calculates the FRAX 10-year fracture risk, logs it to a Google Sheet for the clinical team, and drafts a summary email to the referring physician for your clinician to review before sending.
Hologic Horizon DXAGoogle SheetsGmail
Automatic OPAT Antibiotic Scheduling
Every morning, WebRun checks CureMD for patients active on OPAT IV antibiotic therapy, builds the day's infusion and lab schedule in Google Sheets, and drafts a reminder text for each patient that your nurse reviews before it sends.
CureMDGoogle SheetsTwilio
Nextech Automated Surgery Day Family Updates
WebRun checks Nextech during the surgical day for each patient's current stage, drafts a short status update text for the family member waiting, and logs every drafted update to a Google Sheet so your front desk knows exactly what has and has not gone out.
NextechTwilioGoogle Sheets
Automated Wafeq VAT Return Summary
Every month, WebRun pulls your output VAT, input VAT, and net VAT due from Wafeq, logs the breakdown to a sheet, and drafts a review email to your tax advisor before the filing deadline.
WafeqGoogle SheetsGmail
Automated Khatabook Udhaar Payment Reminders
Every morning, WebRun checks Khatabook for udhaar due soon, drafts a polite WhatsApp reminder for each customer, sends the small balances automatically, and leaves larger ones as a draft for you to review.
KhatabookWhatsAppGoogle Sheets
Automated Yoco Till Float Shortage Alerts
Every night at cash up, WebRun compares what the till should hold against Yoco's recorded takings and the float you started with, logs every cash up to a spreadsheet, and flags any shortage to your ops Slack channel.
YocoGoogle SheetsSlack
Automated SASSIE Submission QA Flags
As new shop reports come in, WebRun checks each SASSIE submission for missing fields, thin narrative answers, or a missing receipt, and logs anything incomplete to a Google Sheet so an editor can review it before it ships to the client.
SASSIEGoogle Sheets
Automated LoanPro New Loan Boarding
When a new loan is boarded, WebRun opens LoanPro to verify every required field is filled in, checks DocuSign for the signed loan documents on file, and builds a boarding checklist in Google Sheets so nothing is missed before the first statement goes out.
LoanProDocuSignGoogle Sheets
Automated RDN Stale Assignment Alerts
Every week, WebRun finds assignments that have sat open too long in RDN, logs them with days open, and gives your team a clear list of what to close or return.
RDN (Recovery Database Network)Google SheetsSlack
Automated PrismHR Quarterly Filing Tracking
Before every quarterly tax filing deadline, WebRun opens PrismHR, lists every federal and state payroll tax filing due, logs the checklist and confirmation numbers to a Google Sheet, and pings your compliance team on Telegram with what is still outstanding.
PrismHRGoogle SheetsTelegram
Automated TazWorks Rescreen Renewal Tracking
Every Monday, WebRun checks TazWorks for employees due for a scheduled rescreen in the next 30 days, posts your account team a Slack list by client, and logs each renewal date to a sheet so no required rescreen is missed.
TazWorksSlackGoogle 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.