With Spreadsheet.com Automations, you can quickly and easily automate repetitive work and integrate with other popular work tools. For example, you can create automations to:
- Notify task owners 2 days before each task’s start date
- Send a Slack notification to the entire team when a deal is closed
- Move a row to a different worksheet when a ticket is archived
Automations can be created by anyone. You don’t need to know how to write code or create complicated scripts.
How to create an automation
To create an automation, first open the workbook you wish to create an automation for and then click the automations robot in the top right.
From the Automations dialog menu you have the option to pick an automation from an existing recipe, or create one from scratch. Recipes are ready-to-use automation templates for some of the most common automation and are fast and easy to start from.
Workflow Editor (Triggers, Actions, and Conditions)
Spreadsheet.com automations are defined visually in a workflow editor. Each automation always has one Trigger block and one or more Action blocks, plus you can add Condition blocks as needed.. The trigger block determines when the automation will run, the action blocks define the actions that will be performed, and the condition block sets a yes/no condition on the trigger to determine if the action should run.
Each action block can have multiple actions and you can reorder them to determine the execution sequence:
You can also edit the name of any block and the automation itself.
Automations often require multiple similar actions to be performed in sequence. For example, when you update a column you may want to notify multiple people within a team.
Rather than create a new automation for each similar action required, you can copy existing automations by using the Duplicate function.
First, hover over the action you would like to duplicate. Click the Duplicate action icon and an identical action will appear below. Finally, edit the newly created action as needed.
After you have configured your triggers, actions, and (optionally) any conditions, you can save or test run your workflow
Test running workflows
Before saving your automation, you can test it via a test run. Test runs allow you to trigger your actions even if trigger conditions aren't yet met and include a log for you to track the flow in your automation.
To test an automation, click the Test Run button and confirm the row you wish to test from.