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 Alegra Cash Flow Snapshot
Every morning, WebRun opens Alegra, totals your cash and bank balances against upcoming bills and invoices, builds a snapshot in Google Sheets, and pings you on Telegram before you open your laptop.
AlegraGoogle SheetsTelegram
Automated Qoyod Cash vs Credit Reconciliation
Every Monday, WebRun opens Qoyod, totals last week's sales by cash, card, and store credit, and builds a reconciliation table in Google Sheets so any gap between payment methods surfaces early.
QoyodGoogle Sheets
Automated PrismHR Open Enrollment Reminders
Every morning during open enrollment, WebRun opens PrismHR, finds which worksite employees still have not completed their benefits elections, drafts a personal reminder email to each one, leaves it unsent for review, and logs the day's participation numbers to a Google Sheet.
PrismHRGmailGoogle Sheets
Automated Switch Commerce Cash-Out Alerts
WebRun watches Switch Commerce for terminals nearing or already in a cash out state, alerts your team in Slack the moment it happens, and logs every event to Google Sheets so you can see which machines run dry the most.
Switch CommerceSlackGoogle Sheets
Automated accesso Attendance and Revenue Digest
Every morning, WebRun opens accesso, pulls yesterday's gate attendance and ticket revenue, logs the totals to Google Sheets, and posts a short summary to Slack so managers start the day with the numbers.
accessoGoogle SheetsSlack
Automated Conservice Cost Recovery Ratio Report
After each billing cycle closes, WebRun pulls total provider utility cost and total resident billback from Conservice for every property, calculates the cost recovery ratio for each, and posts a ranked Slack report so you can see which properties are under target before the next cycle.
ConserviceGoogle SheetsSlack
Automated O-Valet Damage Claim Status Drafts
WebRun compiles the latest photos, notes, and repair estimate from an open O-Valet damage record, drafts a plain language claim status update, and posts it to Slack for your manager to review, edit, and send. It never contacts the guest or insurer on its own.
O-ValetGoogle SheetsSlack
Automated Flash Parking Rate Change Approvals
WebRun watches occupancy and demand in Flash Parking, drafts a proposed rate change when it shifts, and posts it to Slack for a manager's approval before anything goes live.
Flash ParkingSlackGoogle Sheets
Automated Booqable Daily Orders Digest
Every night, WebRun checks Booqable for every order and reservation created that day, logs them to a Google Sheets tracker, and sends you a Telegram digest with the day's totals.
BooqableGoogle SheetsTelegram
Automated Ideal Daily Service Intake Digest
Every night, WebRun pulls every repair order opened in Ideal DMS that day, logs it to a Google Sheet, and posts your service manager a Slack summary of intake volume, unit types, and bay load.
Ideal DMSGoogle SheetsSlack
Automated Karmak DOT Inspection Alerts
Every morning, WebRun checks DOT annual inspection due dates in Karmak Fusion, drafts a reminder text for each fleet contact whose unit is due within 30 days, and logs the full compliance list to Google Sheets.
Karmak FusionTwilioGoogle Sheets
Automated EverLogic Deposit Followup Tracking
Every morning, WebRun checks EverLogic for deposited deals that haven't closed within your window, confirms the deposit posted in QuickBooks, logs the list to a tracking sheet, and drafts a follow up text for each customer for your salesperson to review before sending.
EverLogicQuickBooksGoogle Sheets
Automated DockMaster Boat Show Lead Nurture
The moment a new boat show prospect lands in DockMaster, WebRun logs it to your lead tracker, drafts a personalized nurture email in Gmail, and pings the assigned rep in Slack to review and send.
DockMasterGoogle SheetsGmail
Automated ArcSite Battery Backup Upsells
Every Monday, WebRun finds ArcSite jobs with a sump pump but no battery backup on file, drafts a personalized upsell email in Mailchimp for each customer, and ranks the candidates in Google Sheets by flood risk.
ArcSiteMailchimpGoogle Sheets
Automated GorillaDesk Annual Inspection Notices
Every Monday, WebRun finds exclusion jobs reaching their one-year anniversary in GorillaDesk, drafts a text inviting the customer to book their included annual inspection, and logs the due date to a Google Sheets tracker.
GorillaDeskTwilioGoogle Sheets
Automated Arborgold Deicing Upsell Drafts
Every Monday, WebRun finds snow contracts in Arborgold with no ice melt or sidewalk deicing coverage, drafts a personalized upsell email for each customer, and logs the opportunity list to a Sheet for your sales team to review and send.
ArborgoldGmailGoogle Sheets
Automated symplr Board Certification Alerts
Every Monday, WebRun checks symplr for medical staff board certifications expiring within 6 months, and logs each one to a tracking sheet ranked by urgency so your office can start the recertification conversation early.
symplrGoogle Sheets
Automated Telemetry Bed Capacity Alerts
WebRun tracks how many telemetry beds are in use in Norav Medical, texts the charge nurse and bed management through Twilio as capacity tightens, and logs the trend to Google Sheets.
Norav MedicalTwilioGoogle Sheets
Automated WellSky Daily Workload Digest
Every morning, WebRun pulls yesterday's treatment volume, therapist productivity, and open orders from WellSky, logs the full breakdown to Google Sheets, drafts a Twilio summary for the manager, and posts the digest to Microsoft Teams.
WellSkyGoogle SheetsTwilio
Automated Digisonics Contrast Usage Reports
WebRun reads the contrast volume logged in each Digisonics case, tallies it against the patient's kidney function where documented, logs the weekly total to Google Sheets, and posts a Slack summary flagging any case with a high volume for follow up.
DigisonicsGoogle SheetsSlack
Automated EVS Cleaning Audit Score Reports
Every Monday, WebRun pulls the past week's audit scores from FacilityRF's Inspect Now history, logs the average by unit and housekeeper to Google Sheets, and posts a summary to Microsoft Teams.
FacilityRFGoogle SheetsMicrosoft Teams
Automated Bloodborne Exposure Follow Up Tracking
Every morning, WebRun checks Enterprise Health for staff due their 6 week, 3 month, or 6 month bloodborne pathogen follow up bloodwork, prepares the consent and testing form in DocuSign for review, and logs the due dates in Google Sheets.
Enterprise HealthDocuSignGoogle Sheets
Automated Solventum CDI Worklist Digest
Every morning, WebRun pulls the full active CDI worklist from Solventum 360 Encompass, refreshes a shared Google Sheets tracker, emails each specialist their own worklist, and posts the team wide summary to Microsoft Teams.
SolventumGoogle SheetsGmail
Automated XSOLIS Avoidable Inpatient Day Flags
WebRun reviews XSOLIS every night for patients no longer meeting inpatient criteria who are still admitted, logs each avoidable day with its barrier to a Google Sheet, and drafts an Outlook note to the case manager so the barrier gets addressed first thing tomorrow.
XSOLISGoogle SheetsOutlook

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.