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.

TouchBistro Automated Guest Review Request SMS
After every shift, WebRun identifies guests with high satisfaction scores in TouchBistro, drafts a review-request SMS for each, and queues the messages for your approval.
TouchBistroTwilioGoogle Sheets
Aplos Automated Nonprofit Client Onboarding Setup
When a new nonprofit client is signed, WebRun opens Aplos, sets up the initial chart of accounts and fund structure, creates the first budget period, and sends your team a setup checklist via Slack.
AplosSlackGoogle Sheets
Addepar Capital Call Commitment Chaser
Every Monday, WebRun checks Addepar for capital call subscriptions that are past their funding deadline, drafts chase emails to the relevant counterparties, and posts an overdue list to Slack for your team.
AddeparGmailGoogle Sheets
Unit21 Automated KYC Onboarding Kickoff
When a new entity is created in Unit21, WebRun reads the profile, creates the KYC onboarding checklist in Google Sheets, and posts an internal kickoff notice to the compliance Slack channel so the team can start CDD without delay.
Unit21Google SheetsSlack
Automated Grant Application Document Collection
WebRun scans Submittable for incomplete applications, identifies what each applicant is still missing, and drafts a polite follow-up request for your review before it is sent.
SubmittableGmailGoogle Sheets
Automated Fractional CFO Client Onboarding Kickoff
When a new fractional CFO engagement is confirmed, WebRun creates the client entity in Fathom, sets up a Google Sheet tracker, drafts the welcome and document-request email for your review, and posts the kickoff checklist to Slack.
FathomGoogle SheetsGmail
BizEquity Automated Client Onboarding Kickoff
When a new client engagement is created in BizEquity, WebRun sets up the document checklist, creates a shared tracking sheet, and prepares the welcome email for advisor review so onboarding starts within minutes of signing.
BizEquityDocuSignGoogle Sheets
Avalara Sales Tax Reconciliation Automation
WebRun pulls collected tax totals from Avalara and compares them to remitted amounts in QuickBooks, then posts a reconciliation digest to Slack so variances surface before they become audit risks.
AvalaraQuickBooksGoogle Sheets
Automated Anesthesia Prior Auth Tracking
Every morning, WebRun reviews your scheduled anesthesia cases, checks each case for a valid prior authorization, flags any missing or expiring within 5 days, and posts a follow-up list to your scheduling team so no case is canceled for missing auth.
Graphium HealthGoogle SheetsSlack
Automated Midwife Utilization Digest for Birth Centers
Every week, WebRun pulls visit counts and scheduled hours from Maternity Neighborhood for each midwife, summarizes caseload distribution in a Google Sheet, and posts a utilization digest to Slack for practice leadership.
Maternity NeighborhoodGoogle SheetsSlack
Healthy Roster Automated Referral Tracking
WebRun monitors open referrals logged in Healthy Roster, checks which ones are still awaiting a return report, and posts a weekly digest so the athletic trainer can follow up before any athlete falls through the gap.
Healthy RosterGoogle SheetsSlack
Automated Occupational Health Recall Reminders
Every morning, WebRun checks Enterprise Health for employees whose periodic surveillance exams are due in the next 30 days, then drafts recall notices for clinic staff to review and send.
Enterprise HealthGmailGoogle Sheets
Azara DRVS Automated Referral Tracking Digest
Every week, WebRun reviews open referrals in Azara DRVS, identifies those with no follow-up received, and posts a chase list to care coordinators so no specialist referral falls through the cracks.
Azara HealthcareGoogle SheetsTelegram
TDO Software Automated Referral Tracking
Every morning, WebRun opens TDO Software, finds new and completed referrals, and sends your front desk a ready-to-review report so no referring doctor goes unthanked.
TDO SoftwareGoogle SheetsSlack
MAM Autopart Automated Vendor Price File Review
When a new vendor price file lands, WebRun compares it to your current buy prices in MAM Software Autopart, highlights the changes that affect your margin, and prepares a summary for your purchasing manager to review before any prices are updated.
MAM Software AutopartGoogle SheetsSlack
DMSi Agility Automated Price List Update Rollout
When a supplier sends a new price list, WebRun compares it against current DMSi Agility costs, flags every SKU with a cost change, logs the delta in Google Sheets, and posts a review checklist to Slack so your pricing team can approve updates before any customer price changes.
DMSi AgilityGoogle SheetsSlack
Automated Fleet Maintenance and DOT Inspection Alerts
Every morning, WebRun opens J. J. Keller Encompass, finds every vehicle with a PM inspection, annual DOT inspection, or scheduled maintenance due within 14 days, and sends your fleet team a prioritized action list.
J. J. Keller EncompassGoogle SheetsTelegram
Automated Ocean Freight Lane Capacity Digest
Every Monday, WebRun pulls shipment volume and transit time data from Terminal49 across your active trade lanes and posts a digest to Slack showing where capacity is tightening or transit times are slipping.
Terminal49Google SheetsTelegram
FranConnect Brand Standard Failure Alerts
When FranConnect logs a brand standard failure or field audit exception, WebRun reads the details and immediately alerts your operations team so no incident goes unaddressed.
FranConnectSlackGoogle Sheets
Cents Automated Laundromat Refund Exception Flags
WebRun reviews all refunds and credits issued in Cents each day, flags any that exceed your threshold or lack a reason code, and logs them to Google Sheets with a Slack alert to your manager.
CentsGoogle SheetsSlack
Automated Records Management Lead Routing
When a new lead inquiry arrives, WebRun reads the service type and location, creates a prospect record in O'Neil Stratus, and routes the lead to the right sales rep in Slack.
O'Neil StratusSlackGoogle Sheets
Automated Buildertrend Lead Intake Routing
When a prospect submits an inquiry, WebRun reads their project type, location, and budget range in Buildertrend, scores the lead, and routes it to the right sales rep with a Slack ping so no opportunity sits idle.
BuildertrendGoogle SheetsSlack
Oracle MICROS Simphony Refund and Comp Exceptions
Every morning, WebRun reviews all refund and comp transactions posted in Oracle MICROS Simphony the prior day, flags amounts above policy thresholds, and sends your operations manager a Slack exception report for follow-up.
Oracle MICROS SimphonySlackGoogle Sheets
Automated Epos Now Price Change Rollout
When you have a list of price changes to make, WebRun opens Epos Now Back Office, updates each product price, verifies the change, and logs every update to Google Sheets as a completed audit trail.
Epos NowGoogle 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.