Connect your Spreadsheet.com and Gmail accounts to send emails through Gmail when automations are triggered in your worksheets.
Spreadsheet.com offers many automation options to send emails. You can integrate directly with Gmail to send emails from your account, or use Spreadsheet.com to send emails. Use Gmail automations to send weekly updates, notify team members when important data has changed, or alert sales team members about leads coming in through forms. With automations, you don't need to regularly check worksheets and can remove busywork and repetitive tasks.
We do not recommend using Spreadsheet.com as an email marketing service. For email marketing use cases, try our Mailchimp integration automation.
Setting up Gmail Automations
Gmail automations work with a variety of automation trigger types. Begin with a pre-configured automation recipe from the Automation Recipes dialog, or create a new automation from scratch. In the example below, we'll create an automation that sends an email notification when a new Form response is submitted in our Product Launch Plan workbook.
Looking for a refresher in creating new automations? Take a look back at our article on Creating an Automation, or read more about automation trigger types in our series of articles on Automations.
Begin by selecting "Send an email from Gmail" in the Action block. If you haven't yet connected your Spreadsheet.com account with your Gmail account, you'll be prompted to do so.
This will place a new action within the Action block with two customizable fields: Message and User.
Click on Message to edit the subject and contents of the email that will be sent when the automation is triggered.
Use the fields to manually enter text or pull in worksheet data directly with tokens, accessible by clicking the plus icon to the right of each field. In the example above, we're using tokens to automatically enter row data from the "Task Name" and "Owner" columns.
Toggle the checkbox next to "Add a link to this row" at the bottom of the dialog to include or exclude a link to the row that triggered the automation. Once you've configured your message, click the blue Done button in the lower right corner.
Next, click the User button to specify who the notification will be sent to.
You can opt to send the notification to any user who has access to your workbook or, if your worksheet has a User data type column, to the user specified in the row that triggers the automation. The notification will be send to the email address associated with the referenced user's Spreadsheet.com account.
Need to send notifications to multiple users at once? Once you've configured the Message field, click the duplicate button to the right of the User field to make a copy of the action. Then, adjust the User field accordingly.
Once you've finished configuring your Action block, save the automation. You can opt to test the automation and confirm that your email notification is being sent as expected.
When the automation shown above is run, the email notification looks like this:
Where do Gmail notifications come from?
Gmail notifications will appear in the recipient's inbox as coming from your Gmail account. This differs from the Spreadsheet.com email notification automation, where emails are shown as coming from Spreadsheet.com
Read on to learn more about Spreadsheet.com's integration automations like sending Slack messages and adding Mailchimp contacts. Or, take a look back at our Automations section to learn about standard action types that occur within Spreadsheet.com and managing your existing automations.