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 AestheticsPro New Patient Consult Briefs
The moment a new patient intake form is submitted, WebRun reads it in AestheticsPro, logs a clean summary to Google Sheets, and pings the assigned provider in Slack so they walk into the consult prepared.
AestheticsProGoogle SheetsSlack
Automated Movement Disorder Medication Reminders
WebRun finds upcoming Parkinson's, dystonia, and tremor visits in Nexus Clinical, drafts a text asking each patient to confirm their current medications and any side effects, and logs every response to a Google Sheet so staff walk into the visit already knowing where things stand.
Nexus ClinicalTwilioGoogle Sheets
Automated Genetic Testing Insurance Appeals
Every Monday, WebRun checks Progeny Clinical for genetic test claims denied by the payer, drafts an appeal letter in Gmail citing the clinical guidelines and family history, and logs every appeal's status in a Google Sheet for your billing team.
Progeny ClinicalGmailGoogle Sheets
Automated Prolapse Symptom Questionnaires
WebRun reads completed prolapse symptom questionnaires from Phreesia, scores them, checks Laborie to see if the patient already has urodynamics testing on file, and logs every score in Google Sheets so the provider walks into the visit with a clear picture.
PhreesiaLaborieGoogle Sheets
Automated Hepatitis Antiviral Refill Reminders
WebRun checks gGastro (ModMed) each week for patients on hepatitis B or C antiviral therapy who are within 7 days of running out, drafts a refill reminder in Gmail for staff review, and logs each patient's adherence status to Google Sheets.
gGastro (ModMed)GmailGoogle Sheets
Automated CONTPAQi Inventory Reorder Alerts
Every night, WebRun checks CONTPAQi Comercial stock levels against each item's reorder point, logs every low stock item to a sheet, and messages your purchasing lead on WhatsApp with what to reorder first.
CONTPAQiGoogle SheetsWhatsApp
Automated Alegra Monthly Tax Report
On the 1st of every month, WebRun opens Alegra, totals last month's sales tax collected and paid, builds the summary in Google Sheets, and files the supporting invoices in Google Drive for your accountant to review and file.
AlegraGoogle SheetsGoogle Drive
Automated Tally Trial Balance Report
On the first of every month, WebRun pulls the prior month's trial balance from TallyPrime, logs it to Google Sheets, and emails your accountant a copy with any debit credit mismatch flagged.
Tally SolutionsGoogle SheetsGmail
Automated Qoyod Price Change Audit Log
Every night, WebRun opens Qoyod, finds every item price changed that day, and logs the old price, new price, and percentage change to Google Sheets, so every price move is on record.
QoyodGoogle Sheets
Automated Wafeq Multi Branch Revenue Rollup
Every night, WebRun pulls revenue by branch from Wafeq, compiles it into a single rollup sheet, and sends leadership a WhatsApp summary of which branches are ahead or behind.
WafeqGoogle SheetsWhatsApp
Automated Khatabook New Customer Ledger Setup
The moment a new customer's first entry lands in Khatabook, WebRun checks the details are complete and logs them to a master customer registry in Google Sheets.
KhatabookGoogle Sheets
Automated iKhokha Payment Link Reminders
WebRun checks your iKhokha iK Pay Link orders for ones still unpaid after 2 days, drafts a friendly WhatsApp nudge with the link for each customer, and logs the outstanding list in Google Sheets for you to review.
iKhokhaWhatsAppGoogle Sheets
Automated LoanPro Late Fee Flags
Every night, WebRun opens LoanPro to find payments that missed the grace period, calculates the fee each loan's terms allow, and logs it to a Google Sheet for a servicing agent to confirm before it is assessed in LoanPro or posted in QuickBooks.
LoanProGoogle SheetsQuickBooks
Automated Credit Repair Cloud Round Reminders
Every morning, WebRun checks Credit Repair Cloud for clients whose 30 day response window has closed, logs each one's round status in Google Sheets, and sends your team a Telegram digest of who is ready for the next round of disputes.
Credit Repair CloudGoogle SheetsTelegram
Automated RDN New Assignment Dispatch
The moment a new assignment lands in RDN, WebRun matches it to an available driver, texts them the debtor, vehicle, and collateral location, and logs the dispatch so nothing sits unassigned.
RDN (Recovery Database Network)TwilioGoogle Sheets
Automated PermitFlow Project Intake Checklist
The moment a new project lands in PermitFlow, WebRun builds an intake checklist in Google Sheets, drafts a kickoff email to the client listing what's needed, and notifies your team in Slack so the file starts moving on day one.
PermitFlowGoogle SheetsGmail
Automated TazWorks Daily Order Intake Summary
Every morning, WebRun opens TazWorks, pulls every order placed in the last 24 hours, logs it to a sheet, and emails your ops manager a short intake summary broken down by client and package type.
TazWorksGoogle SheetsGmail
Automated ATM Location Commission Statements
On the 1st of each month, WebRun opens Switch Commerce, calculates last month's surcharge revenue and commission owed to each location owner, builds the statement in Google Sheets, and drafts the email to send, leaving it unsent for your review.
Switch CommerceGoogle SheetsGmail
Automated Occupier Percentage Rent Reports
Every month, WebRun compiles each location's gross sales from Google Sheets, calculates percentage rent due against the lease breakpoint in Occupier, drafts the landlord report in Gmail, and posts your team a Slack summary.
OccupierGoogle SheetsGmail
Automated Merlin Maintenance Fee Reminders
Every Monday, WebRun opens Merlin Software, finds owner accounts with a past due maintenance fee balance, drafts a polite reminder email for each, and gives you a Google Sheets list of who still owes.
Merlin SoftwareGmailGoogle Sheets
Automated StarRez Occupancy Report
Every night, WebRun pulls occupancy and vacancy counts by hall from StarRez, logs the daily snapshot to a tracking sheet, and posts the report to your housing ops team on Telegram.
StarRezGoogle SheetsTelegram
UpKeep Automated Overdue Work Order Escalation
Every morning, WebRun checks UpKeep for work orders past their due date, logs each one to a tracker sheet, and posts a ranked escalation list in Slack so managers catch delays before they stall a job.
UpKeepGoogle SheetsSlack
Automated Karmak Parts Reorder Alerts
Every morning, WebRun scans parts inventory in Karmak Fusion, drafts a purchase order email for every part below its reorder point, and logs the full reorder list to Google Sheets for your parts manager.
Karmak FusionGmailGoogle Sheets
Automated Seasonal Parts Stocking Alerts
WebRun compares ASPEN parts sales history against the upcoming season's demand, flags fast-moving parts likely to run out, logs the recommended stocking list in Google Sheets, and pings your parts manager on Telegram before the rush hits.
ASPEN (Charter Software)Google SheetsTelegram

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.