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6 ways to automate Google Sheets

By Krystina Martinez · July 21, 2022
Hero image with the Google Sheets logo connected to the the logos of Facebook, Gmail, and Microsoft Teams with dots

Love spreadsheets or hate them, there are times when you need a large amount of information organized in neat rows and columns. And here's a secret: You can have an organized Google Sheet without copying and pasting, or knowing a lick of code.

Zapier automates the tedious tasks in your day by connecting web apps through our automatic workflows, which we call Zaps. Whether you're collecting leads, crunching numbers, or you just want to simplify your information-gathering, we have a number of pre-made workflows to make your work life easier.

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To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.

Get notifications for changes to a Google Sheet

One of Google Sheets' best features is the ability to collaborate on a spreadsheet. If you're guilty of breaking formulas like I am, it's handy to have a colleague jump into the same sheet to help.

When you have multiple people collaborating on a spreadsheet, it's inevitable that someone will be quicker about updating than others. And that one straggler can be a blocker for you completing your work.

If you find yourself waiting on others more than you'd like, or checking on that spreadsheet throughout the day, try a Zap that will update you when there's a new or updated row in Google Sheets. You can choose where you'd like to receive your alert—perhaps the chat app you use at work or SMS.

Post to Microsoft Teams channels with new or updated Google Sheets rows

Post to Microsoft Teams channels with new or updated Google Sheets rows
  • Google Sheets logo
  • Microsoft Teams logo
Google Sheets + Microsoft Teams

What if you need to send specific spreadsheet updates to another person? Though it's easy to share a link to a Google Sheet, it can be easier—and less confusing—to share specific information from a few rows or columns, especially if your spreadsheet is monstrous.

Stop copying and pasting cell information. Instead, use one of these Zaps to share updates to specific columns or rows.

Manage projects and tasks

A spreadsheet can be a quick and dirty way to organize information, but it's not always the best place to manage a project.

For example, maybe you're putting together a project plan in a Google Sheet because it's easier for you to visualize the project. The team you're working with, however, uses Asana to manage projects.

To avoid duplicating work, you can use a Zap to automatically create Asana tasks, or other items in your favorite project management app whenever there's a new row in a Google Sheet.

You can also push updates for new rows into a task management app if you find yourself forgetting to take a specific action. For example, if your marketing team uses Google Sheets to manage your editorial calendar, you can use a Zap to connect it to a task management app like Google Tasks or Any.do so you don't miss an assignment.

Collect leads

Social media has become a hot spot for businesses to get leads. Facebook and LinkedIn have platforms just for this purpose—Facebook Lead Ads and LinkedIn Lead Gen. Lead data is collated into campaign reports so you can track performance, and there's an option to download your data. The problem, however, is that you don't really own that data until you export it to a CSV file.

You can work around this by using an automatic workflow to link Facebook Lead Ads or LinkedIn Lead Gen to Google Sheets. The spreadsheet will add new rows with your prospects' information as it comes in, so you always have a backup and those valuable details don't get lost in campaign reports.

Analyze your survey and form results in one place

Surveys are a great way to check the pulse of customers, clients, and even your colleagues. Some survey apps will display submissions in a report, showing cumulative results. If you need to analyze individual survey submissions in a spreadsheet form, many apps will allow you to export a CSV file.

However, exporting takes time. And when you open a CSV file, you may have to clean up the file first to make the information look more presentable.

Cut out the administrative step by using a Zap to connect your favorite survey app to Google Sheets. You and your colleagues can analyze submissions as they come in.

Track event attendees

It can be nerve-wracking to throw a successful event or webinar. You're often juggling moving parts, such as gathering speakers, putting together presentations, and wrangling the attendee list. What if people don't show up? What if they're bored? And once the event is over, you have to follow up with attendees by sending surveys, resources, or pointing them to a newsletter.

It's important to have your attendee list in order to send invites, spread needed info about attending, and follow up later. Events and webinars are stressful enough. Don't add stress by manually copying and pasting attendee information to a spreadsheet.

Use a Zap to add new people who sign up for your event through Eventbrite, Zoom, or another webinar app to a Google Sheet. You can track registrations as you go and simplify your follow-up communication.

You can also use a Zap to send webinar invites to new attendees added to a Google Sheet.

Store emails

Your email inbox is a mess. There, I said it. I'm not here to judge—I too have thousands of messages sitting in my inbox because "I might need it one day."

You could use folders, emails, and filters to organize your inbox, but that usually requires a bit of effort to set up and maintain. Even with such a system, you can't easily scan your messages to find what you're looking for.

When it comes to email, I prefer zero effort. You can create a scannable backup by using a workflow that will store your emails in a Google Sheet automatically.

You can choose to set up your Zap to store email information according to certain traits, a specific search string, or a label. Now you have a copy of the messages you want to hang onto, and you're free to clear your inbox.

Take your spreadsheets to the next level

This is just the start of all that you can do with Google Sheets and Zapier. Zapier supports thousands of apps, so you automate almost any task at work. Start building your Zap now and see what you can create.

This article was originally published in July 2020 and was updated in July 2022.

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A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'