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 RamSoft Prior Authorization Expiry Tracker
Every morning, WebRun checks RamSoft for scheduled studies whose prior authorization is expiring within 7 days, and posts an action list to your scheduling team in Slack so every auth is renewed before the patient arrives.
RamSoftSlackGoogle Sheets
Healthy Roster Prior Auth Expiry Tracker
WebRun reviews open prior authorization records in Healthy Roster, flags any expiring within 30 days, logs the renewal worklist to a Google Sheet, and posts an alert to Slack so the sports medicine team never treats an athlete on a lapsed auth.
Healthy RosterGoogle SheetsSlack
Automated Occupational Health No-Show Recovery
When an employee misses a scheduled surveillance exam or drug screen, WebRun flags the no-show in Enterprise Health, drafts a reschedule notice for clinic staff to review, and logs the outreach in Google Sheets.
Enterprise HealthGoogle SheetsSlack
MAM Autopart Automated New Trade Account Onboarding
When a new trade customer account is created in MAM Software Autopart, WebRun prepares a welcome pack in Google Docs and queues a personalised welcome email draft in Gmail for your team to review and send.
MAM Software AutopartGmailGoogle Sheets
DMSi Agility Automated Contractor Onboarding Kickoff
When a new contractor account is created in DMSi Agility, WebRun collects the missing setup details, logs the account in Google Sheets, and drafts a welcome email for your credit manager to review and send.
DMSi AgilityGoogle SheetsGmail
Automated J. J. Keller DQ File Expiry Tracking
Every morning, WebRun opens J. J. Keller Encompass, finds every driver with a medical card, CDL, MVR, or road test due to expire within 30 days, and sends your safety team a prioritized action list.
J. J. Keller EncompassGoogle SheetsSlack
Automated Freight Factoring Document Chaser
WebRun checks OTR Solutions for invoices awaiting proof of delivery or rate confirmations, identifies which drivers or dispatchers still need to submit, and queues reminder messages for your team to review and send.
OTR SolutionsTwilioGoogle Sheets
Labelmaster Automated Hazmat Driver Cert Expiry Tracking
WebRun monitors your driver roster for expiring hazmat training certificates, CDL hazmat endorsements, and required documents, alerts your fleet manager, and drafts renewal notices for review.
LabelmasterGoogle SheetsTwilio
Automated Vanta Critical Control Failure Alerts
Whenever Vanta flags a critical control failure or a new high-severity security exception, WebRun reads the details and sends an immediate alert to your vCISO team in Slack so no critical gap goes unnoticed.
VantaSlackGoogle Sheets
Automated Avionte Timesheet Exception Alerts
Every morning, WebRun opens Avionte, finds timesheets with missing hours, unapproved exceptions, or no-call no-show flags, and posts an alert digest to Slack so your payroll team can resolve issues before the pay cycle closes.
AvionteSlackGoogle Sheets
iClassPro Automated Gymnastics Incident Alerts
When an incident or injury note is recorded in iClassPro, WebRun immediately notifies the head coach and gym director in Slack and logs the details in a secure Google Sheet so nothing is missed and follow-up is tracked.
iClassProSlackGoogle Sheets
SwiftComply Automated Failed Device Worklist
Every morning, WebRun pulls all recently failed backflow test reports from SwiftComply and builds a prioritized repair and follow-up worklist for your compliance team in Google Sheets.
SwiftComplyGoogle SheetsTelegram
Buildout Automated LOI Document Collection Chaser
WebRun checks Buildout for deals awaiting an LOI, PSA, or financial package, and drafts a polite follow-up to each counterparty so your pipeline never stalls waiting for paperwork.
BuildoutGmailGoogle Sheets
SpotOn Loyalty Win-Back Campaign Automation
Every week, WebRun identifies SpotOn loyalty members who have not visited in 60 or more days, segments them by spend tier, and drafts a personalized win-back offer for your review before any message is sent.
SpotOnMailchimpGoogle Sheets
TouchBistro Automated Loyalty Win-Back Campaigns
Every week, WebRun finds loyalty guests who have not visited in 60 days, drafts a personalized win-back offer for each, and queues the messages for your approval.
TouchBistroMailchimpGoogle Sheets
Addepar LP Email Data Entry Automation
When a fund administrator sends a capital call notice, distribution notice, or LP report by email, WebRun extracts the key data fields and logs them into Addepar so your records stay current without manual entry.
AddeparGmailGoogle Sheets
Automated Leapfin Revenue Schedule Entry From Email
When a new contract email arrives in Gmail, WebRun extracts the key terms and opens Leapfin to create a draft revenue schedule entry for your accountant to review.
LeapfinGmailGoogle Sheets
Automated Grant Delinquency Risk Worklist
WebRun reviews active awards in Submittable for delinquency signals such as missing reports, late drawdowns, or no activity, and builds a weekly risk worklist for your grants team to act on.
SubmittableGoogle SheetsSlack
Automated CFO Cash Flow Data Entry From Client Emails
When a client emails bank statements, payroll runs, or cash balance updates, WebRun reads the figures from the email or attachment summary, logs them into your Google Sheet cash flow tracker, and updates the corresponding Fathom forecast model.
FathomGmailGoogle Sheets
BizEquity Automated Financial Data Entry From Email
When a client emails financial statements or data sheets, WebRun reads the key figures and enters them into the correct BizEquity engagement fields, saving advisors from manual copy-and-paste.
GmailBizEquityGoogle Sheets
Avalara Automated Exemption Certificate Collection
WebRun checks Avalara for exempt customers with missing or expired certificates, then drafts a collection email to each for your review before anything is sent.
AvalaraGoogle SheetsGmail
Neo.Tax Automated R&D Engagement Risk Worklist
WebRun scans Neo.Tax for engagements showing stall signals such as missing data, overdue document submissions, or long gaps since last activity, and builds a weekly risk worklist in Google Sheets for your team to action.
Neo.TaxGoogle SheetsSlack
Automated LTC Pharmacy Cycle Fill Prep
Every cycle, WebRun opens FrameworkLTC, pulls the active resident medication list for each facility, flags missing refill authorizations and short-supply items, and posts your pharmacy team a ready-to-work prep checklist before the dispensing window opens.
FrameworkLTCGoogle SheetsSlack
Automated RamSoft Patient Eligibility Verification
Every evening, WebRun opens RamSoft's eligibility and pre-authorization module, runs verification checks on the next day's scheduled patients, and posts a results worklist to your front-desk team so coverage issues are resolved before the patient arrives.
RamSoftSlackGoogle 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.