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 Zoobook Phase Advancement Eligibility
WebRun reviews each patient's time in treatment, screen results, and attendance in Zoobook Systems every week, and logs who meets the criteria for take-home phase advancement to a Google Sheet for the medical director to approve.
Zoobook SystemsGoogle Sheets
Automated Sobriety Hub Move Checklist Tracking
Whenever Sobriety Hub shows a resident moving in or out, WebRun builds the checklist for that move and tracks which steps are done in Google Sheets.
Sobriety HubGoogle Sheets
Automated Vein Procedure Completion Reports
Each night, WebRun pulls the day's completed procedures from 1st Providers Choice, checks that before and after photos and physician notes are attached, and logs a completion report to Google Sheets flagging any chart missing a photo or sign-off.
1st Providers ChoiceGoogle Sheets
Automated Intellicure HBOT Physician Update Drafts
Every morning, WebRun opens Intellicure to check for referred patients who completed their protocol or reached a clinical milestone, logs the referral status, and drafts an update letter for the referring physician.
IntellicureGoogle SheetsGmail
Automated HelmBot Session Package Balance Alerts
Every morning, WebRun opens HelmBot to find members running low on prepaid sessions, logs each one to a Google Sheet, and drafts a top up reminder email in Gmail for your team to review and send.
HelmBotGoogle SheetsGmail
Automated PatientNow Prior Authorization Alerts
WebRun checks PatientNow every morning for GLP-1 prior authorization requests that are pending, approved, or denied, logs each status to a Google Sheet, and emails your billing team an alert so no patient's start date slips waiting on insurance.
PatientNowGoogle SheetsGmail
Automated PracticeQ Slow Hour Promo Suggestions
Every Monday, WebRun finds your clinic's slowest booking hours in PracticeQ, logs the pattern in Google Sheets, and drafts a promo email idea in Mailchimp for you to review before it ever goes out.
PracticeQGoogle SheetsMailchimp
Automated Fracture Liaison Service Outreach
WebRun reviews new fragility fracture referrals, checks each patient's DXA history in Hologic Horizon DXA, drafts an outreach text for your fracture liaison coordinator to send, and logs every case to a Google Sheet so no patient is missed.
Hologic Horizon DXATwilioGoogle Sheets
Automated MELD Score Tracking Alerts
WebRun checks gGastro (ModMed) each morning for patients with cirrhosis, logs each MELD Na score to Google Sheets, and posts a Slack alert when a score crosses your review threshold or jumps sharply between labs.
gGastro (ModMed)Google SheetsSlack
Nextech Automated Surgery Reschedule Outreach
The moment a Mohs surgery is rescheduled or cancelled in Nextech, WebRun drafts a clear outreach email for the affected patient with next steps, logs the change to a Google Sheet, and leaves the message for your front desk to review before it sends.
NextechGmailGoogle Sheets
Automated CONTPAQi Payroll Run Summaries
After each CONTPAQi Nominas payroll run, WebRun compiles headcount, gross pay, IMSS and ISR withholdings, and net pay, emails the summary to your finance lead in Outlook, and logs the totals to a sheet for your records.
CONTPAQiOutlookGoogle Sheets
Automated Tally Accounts Payable Alerts
Every Monday, WebRun checks TallyPrime for bills payable that are overdue or coming due, logs the full list to Google Sheets, and sends you a WhatsApp summary so you can prioritize payments.
Tally SolutionsGoogle SheetsWhatsApp
Automated Qoyod Supplier Invoice Due Alerts
Every morning, WebRun opens Qoyod, finds supplier bills due in the next few days, adds each due date to Google Calendar, and logs the full payable list in Google Sheets so nothing slips past its due date.
QoyodGoogle CalendarGoogle Sheets
Automated Wafeq Payroll Run Summary
Before each pay run, WebRun pulls the payroll totals from Wafeq, logs them to a sheet, and sends your finance lead a WhatsApp summary of headcount, gross pay, and deductions.
WafeqGoogle SheetsWhatsApp
Automated iKhokha Refund Request Tracking
WebRun checks iKhokha for new refund requests, logs each one in Google Sheets with the reason and amount, and flags any that have missed the same-day refund window so you know it needs your attention.
iKhokhaGoogle Sheets
Automated BCC Software Postage Savings Reports
Every Monday, WebRun pulls each job's presort results from BCC Software, calculates the postage saved versus the single-piece rate, reconciles the actual postage spend in QuickBooks, logs the breakdown to Google Sheets, and posts your account managers a Slack-ready summary to share with clients.
BCC SoftwareQuickBooksGoogle Sheets
Automated Credit Repair Cloud Score Reports
On the first of every month, WebRun pulls each active client's starting and current credit score per bureau from Credit Repair Cloud, compiles a score change report in Google Sheets, and posts your team a Slack summary of the average improvement and the biggest wins.
Credit Repair CloudGoogle SheetsSlack
Automated RDN Redemption Request Routing
When a redemption inquiry comes in, WebRun pulls the payoff, lienholder, and storage fee details from RDN and routes it to your office manager to call back.
RDN (Recovery Database Network)Google SheetsSlack
Automated TazWorks Pending Order Digest
Every morning, WebRun opens TazWorks, pulls every order still in progress, and posts your team a Slack digest grouped by status so nothing pending falls through the cracks.
TazWorksGoogle SheetsSlack
Automated Envoy Weekly Occupancy Report
Every Monday, WebRun pulls last week's badge and desk occupancy data from Envoy, logs the daily counts to a Google Sheet, and emails facilities leadership a short report on peak days and underused floors.
EnvoyGoogle SheetsGmail
Automated ManageAmerica Submeter Exception Alerts
WebRun checks each new batch of submeter readings uploaded to ManageAmerica against the resident's usage history, flags anything that looks like a meter error, and logs the exceptions to a sheet before bills go out.
ManageAmericaGoogle SheetsSlack
Automated Yeti Slip and Fall Liability Log
Every night, WebRun pulls each site's service timestamps and photos from Yeti Software, writes them to a liability log sheet, and pings Telegram if a site went unserviced during active snowfall.
Yeti SoftwareGoogle SheetsTelegram
Automated StarRez Balance Due Reminders
Every Monday, WebRun checks StarRez for residents with a housing balance past due, drafts a payment reminder email in Gmail for your billing team to review, and logs the full collections worklist to a tracking sheet.
StarRezGmailGoogle Sheets
Automated Technician Efficiency Digest
WebRun compares clocked hours to billed hours for every technician in ASPEN Service, calculates each tech's weekly efficiency rate, logs the trend in Google Sheets, and posts a ranked digest to Slack for your service manager.
ASPEN (Charter Software)Google 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.