Automations let you quickly and easily automate repetitive work, and connect your Spreadsheet.com workbooks with third-party work tools like Slack and Gmail.
With Spreadsheet.com’s native automations, you can automate repetitive tasks in your workbooks with just a few clicks. When you combine them with integrations and connect your workbooks to third-party work tools, you can do things like…
- Notify a Slack channel when a task’s due date is approaching
- Email a sales representative when a lead submits an interest form
- Move a row to a different worksheet when a help ticket is archived
- Send a Microsoft Teams message when a new task is assigned
Automations don’t require any code or special syntax, and can be created in seconds.
How Automations Work
Automations require two items: a trigger, or the method in which an automation begins, and action, or the thing that happens when the automation is triggered. Triggers happen in your Spreadsheet.com workbooks, and actions can happen in Spreadsheet.com or in a different application.
Some commonly used triggers and actions are…
When a due date arrives…
…update a workbook row.
When a new Form response is submitted…
…add a new contact in Mailchimp.
Every day at 9 AM…
…send a message in Microsoft Teams.
How to Create a New Automation
- Click the Automations button in the Views toolbar to open the Automations dialog
- Select a pre-configured automation recipe or click + Create from scratch
- Configure your trigger and action
- Click Save
Click the gray circle between a trigger block and action block to introduce conditional logic into your automation.
Featured Integration: Zapier
Zapier is a third-party service that helps connect your Spreadsheet.com account with over 5,000 popular third-party applications like Salesforce, Jira, and Quickbooks. Similar to Spreadsheet.com automations, Zapier automations – known as Zaps – consist of triggers and actions.
Some popular Zaps are…
When a Spreadsheet.com form is submitted…
…create a new Salesforce lead.
When a Google Calendar event is created…
…add a new row in Spreadsheet.com.
When a Zendesk ticket is created…
…update a row in Spreadsheet.com.
Learn more about connecting your Spreadsheet.com account with Zapier and creating new Zaps.
Featured Integration: OpenAI
OpenAI is an artificial intelligence (AI) research laboratory dedicated to AI technology. Most famously, OpenAI has developed the ChatGPT AI chatbot.
With Spreadsheet.com’s native OpenAI integration, you can access the power of OpenAI’s models in your workbooks with the OPENAI_COMPLETE integration function. With OpenAI integration functions, you can do things like…
- Generate social media posts from a list of keywords
- Translate text into different languages
- Create personalized customer emails
- Clean and extract information from messy data
…and more. Take a look at our OpenAI Completions workbook to see OpenAI integration functions in action.
Learn More: Integrations and Automations
Mastering automations and integrations can help you take your Spreadsheet.com workbooks to the next level and simplify your workflows. Learn more with these resources:
- “Creating an Automation” – Learn more about configuring, testing, and using automations in your workbooks
- “Trigger Types” – Explore different ways to trigger your automations
- “Standard Action Types” – Explore different things your automations can do
- “Introduction to Zapier” – Learn about using Zapier with your workbooks
- “Introduction to OpenAI Integration” – Learn how to use artificial intelligence to power your workbooks
Next, we’ll take Spreadsheet.com’s powerful project management features and learn more about using Gantt Views.