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How To Automate Tasks In Google Sheets

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Automate Google Sheets: A Step-by-Step Guide

Automation in Google Sheets can save you time and reduce errors. With the right techniques, you can streamline repetitive tasks and improve productivity.

In this guide, we'll cover the essential methods to automate tasks in Google Sheets. You'll learn how to use built-in features and add-ons efficiently.

Additionally, we'll explore why Sourcetable is a better alternative to using Google Sheets. As an AI-first spreadsheet, Sourcetable makes it easy to become an advanced spreadsheet user faster.

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How to Automate Google Sheets

Using Macros

Use macros to automate tasks in Google Sheets for efficient workflow. To create a macro, click Extensions, then Macros, then Record macro. Choose between absolute references, which perform tasks on exact cells, or relative references, for tasks on selected and nearby cells. After recording, click Save. Edit macros by clicking Extensions, then Macros, then Manage macros. You can change the name, add keyboard shortcuts, edit the script, or remove the macro. Schedule macros via Tools, Script editor, Edit, and Current project's triggers. Add a trigger, select the options, and click Save.

Automation Tools

Various tools can automate Google Sheets. These include Sheet Automation, Zapier, Pabbly, AppSheet, Glide, Hexomatic, JotForm, and Wix. These tools streamline processes and enhance productivity by automating repetitive tasks.

Google Apps Script for Custom Functions

Google Apps Script allows you to write custom functions in Google Sheets. These functions, written in JavaScript, are used like built-in functions. Custom functions must return a value, often a two-dimensional array, which overflows into adjacent, empty cells. However, these functions can't affect cells other than those they return values to.

Automate Data Entry with Smart Fill

Smart Fill in Google Sheets automates data entry by detecting patterns. It offers suggestions to streamline the process, such as extracting the first name from a list of full names or finding values in a range or table. This feature greatly reduces manual data entry tasks.

Setting Up Triggers

There are two types of triggers: Time-driven and Spreadsheet triggers. Time-driven triggers run functions periodically, similar to CRON jobs. They include minutes, hour, day, week, month, and specific date-time triggers. Spreadsheet triggers activate functions on changes in the spreadsheet, like sending emails on new rows or specific cell values, validating content changes, creating menus on open, or detecting user range selections.

Advanced Trigger Configuration

Triggers can be set with timezone considerations using inTimezone("timezone>"). The Event object in a trigger passes useful information to the function, aiding decision-making. Installable triggers, created programmatically or via UI, require user authorization to access user data and perform authorized actions.

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Use Cases for Automating Google Sheets

Mail Merges

Automate Google Sheets to perform mail merges. Use scripts or Sheet Automation to generate personalized emails based on data entries in your Sheets. This streamlines your email communication process, ensuring consistent and timely delivery.

Data Processing

Enhance your data processing capabilities with Google Sheets automation. Automate repetitive tasks like data cleansing, data aggregation, and transformation. Tools like Zapier and AppSheet can integrate with Google Sheets to process data efficiently and accurately.

Task Tracking

Keep track of tasks with Google Sheets automation. Implement solutions to automatically update task statuses, set reminders, and generate reports. This ensures task management is streamlined and errors are minimized.

Sending Notifications

Automate the process of sending notifications with Google Sheets. Set up triggers and use tools like Sheet Automation to notify team members or stakeholders about important updates or deadlines. This improves communication and ensures no critical information is missed.

Marketing

Use Google Sheets automation for your marketing needs. Automate the collection and analysis of campaign data, manage contact lists, and schedule marketing emails. This helps optimize marketing efforts and improve ROI.

Customer Relationship Management (CRM)

Manage your CRM activities by automating Google Sheets. Integrate Sheets with CRM tools to automatically update customer information, track customer interactions, and generate sales reports. This enhances customer relationship management and improves overall efficiency.

Sending Reminders

Set up automated reminders in Google Sheets to ensure important deadlines are met. Use scripts or tools like Pabbly to send reminders via email or SMS based on data in your Sheets. This helps in maintaining schedules and commitments.

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Comparing Google Sheets and Sourcetable

Google Sheets is a popular tool for managing and analyzing data. However, for complex tasks, its functionality can be limited. Users often ask, "how to automate Google Sheets?" Despite its array of features, automation requires significant manual effort, including writing and debugging scripts.

Sourcetable stands out by offering an AI-first spreadsheet experience. Its AI assistant effortlessly writes complex spreadsheet formulas and SQL queries for you. This dramatically reduces the time and skill required to perform advanced tasks, making them accessible to anyone.

Unlike Google Sheets, Sourcetable integrates with over five hundred data sources. You can search and ask any question about your data directly within Sourcetable. This seamless integration eliminates the need for third-party tools or extensive manual setups for data automation and analysis.

If you're searching for how to automate Google Sheets, Sourcetable provides a more efficient and user-friendly solution. Its powerful AI assistant not only simplifies the automation process but also enhances data accessibility, giving you more insightful and actionable results.

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How to Automate Spreadsheets with Sourcetable

  1. To automate your spreadsheet tasks using Sourcetable, open the Sourcetable AI assistant. The AI assistant is a chatbot that can help you with any tasks in your spreadsheet, making it easy to automate processes and improve efficiency.
  2. The Sourcetable AI assistant uses the latest AI models to answer questions about your data. Type any question into the chatbot, and it will provide answers, including writing complex spreadsheet formulas and SQL queries for your specific needs.
  3. Sourcetable integrates with over five hundred data sources, allowing you to search and ask questions about any data in your spreadsheet. Use the AI assistant to streamline repetitive tasks, saving time and improving productivity.
  4. Automate advanced tasks quickly with Sourcetable. The AI assistant helps you become better at using spreadsheets faster, enhancing your ability to manage and analyze data effectively.
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Frequently Asked Questions

How can you automate tasks in Google Sheets?

You can automate tasks in Google Sheets using macros and Google Apps Script. Macros are useful for simple task automation, while Apps Script allows more complex scripting and integration with other Google services.

What are the steps to create a macro in Google Sheets?

To create a macro in Google Sheets, click on Extensions, then Macros, then Record macro. Choose between absolute or relative references, complete the task you want to record, and click Save when done.

How do you edit a macro in Google Sheets?

To edit a macro, click on Extensions, then Macros, then Manage macros. From there, you can change the macro's name, add keyboard shortcuts, edit the script, or remove the macro.

How can you schedule a macro in Google Sheets?

To schedule a macro, go to Tools, then Script editor, then Edit, then Current project's triggers. Add a trigger, select the desired options, and click Save.

What can Google Apps Script do in Google Sheets?

Google Apps Script can add custom menus, dialogs, and sidebars, write custom functions, integrate with other Google services, manipulate arrays for cells, rows, and columns, and programmatically create, read, and edit Google Sheets.

How do you build an automation to create a Google Doc and send an email with the link?

Open the Apps Script editor, create a new project, enter the relevant code, and save it. After saving, run the script to create a Google Doc and send an email with the link to the document.

What are the best practices for automating Google Sheets?

Some best practices include using macros for simple task automation, considering a workflow automation tool like Bardeen for more complex tasks, and utilizing Google Apps Script for advanced scripting and integration capabilities.

Conclusion

Sourcetable makes answering questions about your data effortless with its AI-powered capabilities. Integration with third-party tools allows real-time data access in an interface the whole team can use.

With Sourcetable AI, automating anything in a spreadsheet, such as reports, becomes simple, enabling users to effortlessly answer questions about spreadsheet formulas, data, and more.

Try Sourcetable today.



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