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.

365 Retail Markets New Location Launch Checklist
When a new location is being opened, WebRun works through the setup checklist in 365 Retail Markets ADM, confirms kiosk configuration, product loading, planogram setup, and loyalty enrollment, and posts a completion status to Slack so nothing is missed before go-live.
365 Retail MarketsGoogle SheetsSlack
SwiftComply Automated Backflow Lead Routing
When a new backflow testing inquiry comes in, WebRun reads the service address, checks which certified tester covers that area, and routes the lead to the right person in Slack so no inquiry sits unassigned.
SwiftComplySlackGoogle Sheets
Automated O'Neil Stratus Daily Job Status Digest
Every morning, WebRun reads all open pickup, retrieval, and destruction jobs in O'Neil Stratus and posts a prioritized daily status digest to your operations team in Slack.
O'Neil StratusSlackGoogle Sheets
Oracle MICROS Simphony Price Change Rollout
When you trigger a price or menu update, WebRun walks through Oracle MICROS Simphony property by property, applies the approved changes, verifies each location is live, and logs a completion checklist to Google Sheets so nothing is missed.
Oracle MICROS SimphonyGoogle SheetsSlack
Automated talech Price Change Rollout
When you upload a price-change list, WebRun updates each item in talech, verifies the new prices were saved, and sends you a completion checklist in Google Sheets showing what changed and what needs a manual fix.
talechGoogle Sheets
Automated GoTab Refund Exception Flags
WebRun checks GoTab for refunds processed in the prior 24 hours, flags any that exceed your threshold or lack a reason code, and logs them for manager review.
GoTabGoogle Sheets
Automated Lavu POS Refund Exception Flags
Every morning, WebRun scans Lavu's refund log for the previous day, identifies any refund above your threshold or processed outside normal hours, and posts a flagged list to Slack for the manager to review.
LavuSlackGoogle Sheets
Heartland POS Bulk Price Change Rollout Automation
When you trigger a price-change rollout, WebRun reads your updated price list, applies each change to the correct items in Heartland, and logs every update so you have a full audit trail.
HeartlandGoogle SheetsSlack
Revel Systems Multi-Location Price Change Rollout
When you trigger a price change run, WebRun works through every affected item in Revel Systems across each location, updates the price, and posts a completion checklist so you can confirm everything went through correctly.
Revel SystemsGoogle SheetsSlack
SpotOn Refund Exception Monitoring Automation
Every morning, WebRun reviews the previous day's refund activity in SpotOn, compares it to your historical baseline, flags anything outside the normal range, and posts an exception report to Slack for manager review.
SpotOnSlackGoogle Sheets
TouchBistro Automated Price Change Rollout Checklist
When you upload a price change list, WebRun walks through each item in TouchBistro, verifies the update, and posts a completion checklist to Slack so nothing is missed.
TouchBistroGoogle SheetsSlack
Aplos Automated Grant Document Collection Chaser
Every week, WebRun checks Aplos for grants and donations that are missing required supporting documents such as grant agreements, W-9s, or acknowledgment letters, and drafts a collection request for each.
AplosGmailGoogle Sheets
Automated Revenue Documentation Collection Chaser
Before month-end, WebRun checks Leapfin for recognized revenue lines missing supporting contracts or order forms, and drafts a request to the right team member for each gap.
LeapfinDocuSignGmail
Automated KYC Document Collection Chaser
WebRun checks Unit21 and your document tracker each morning for customers with incomplete KYC document sets, identifies what is still missing, and drafts collection request emails for your compliance team to review and send.
Unit21GmailGoogle Sheets
Automated Grant Portfolio Exception Flagging
WebRun scans Submittable daily for anomalies such as duplicate applications, unusually large award requests, or sudden status reversals, and posts a flagged exceptions list to your grants team for review.
SubmittableSlackGoogle Sheets
Automated CFO Client Document Collection Chaser
Before month-end close, WebRun checks which clients have not yet provided bank statements, expense reports, or payroll files, drafts a polite chase email for each, and posts an outstanding-document tracker to Slack.
FathomGoogle SheetsGmail
BizEquity Automated Document Collection Chaser
WebRun monitors which clients have not yet submitted their financial statements, tax returns, and supporting documents into BizEquity, then sends your team a daily chase list so nothing stalls a valuation engagement.
BizEquityGoogle SheetsGmail
Neo.Tax Automated QRE Anomaly and Exception Flags
WebRun scans Neo.Tax for QRE calculations with unusual figures such as wage allocations above threshold percentages or expense categories with zero entries, and posts a flagged anomaly list to Slack for your team to review.
Neo.TaxGoogle SheetsSlack
Automated LTC Pharmacy Eligibility Verification Worklist
Every morning, WebRun checks FrameworkLTC for new admissions and coverage change events from the past 24 hours, verifies payer eligibility status for each, flags unconfirmed or rejected eligibilities, and posts a worklist to your billing team so no fill ships without confirmed coverage.
FrameworkLTCGoogle SheetsSlack
Automated Anesthesia Missing Charge Capture
Every morning, WebRun opens Graphium Health, compares completed anesthesia cases against billed charges, flags any case with no corresponding claim, and posts the gap list to your billing team in Slack.
Graphium HealthSlackGoogle Sheets
Automated RamSoft Radiology Recall Due Reminders
Every morning, WebRun checks RamSoft for patients whose radiologist-recommended follow-up study is coming due, and drafts recall reminder messages for your clinical coordinator to review and send.
RamSoftGoogle SheetsGmail
Healthy Roster Provider Utilization Digest
Every Monday, WebRun pulls visit volume, athlete encounter counts, and treatment logs from Healthy Roster for each provider and posts a utilization digest to Slack so leadership can spot imbalances and plan staffing.
Healthy RosterGoogle SheetsSlack
Automated FQHC Prior Authorization Expiry Tracker
Every Monday, WebRun reviews prior authorization records in Azara DRVS, flags any authorizations expiring within 14 days, and posts a worklist to the billing team's Slack channel so renewals happen before claims are denied.
Azara HealthcareSlackGoogle Sheets
TDO Software Automated Prior Auth Expiry Tracking
Every morning, WebRun checks TDO Software for prior authorizations expiring in the next 30 days and posts your billing team a worklist so renewals are filed before a patient's treatment is delayed.
TDO SoftwareGoogle 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.