sheets.google.com

Google Sheets automation templates

The agent writes rows, fills empty cells and reads tables in Google Sheets, as you do in the sheet. It needs no API key and no add-on.

  • 108 templates
  • 26 run as routines
  • Sign-in from your vault

Templates that use Google Sheets

  • ResearchOdyssey

    Estimate the size of a market

    A top-down and a bottom-up estimate, with the source for each number and each step of the math.

    You start it: When you start it
    • Any government site
    • Google Scholar
    • Google Sheets
  • ResearchOdyssey

    Map the competitors in a market

    Each competitor with its product, target customer, price, funding and size, and the gaps no one covers.

    You start it: When you start it
    • Crunchbase
    • G2
    • Google Sheets
  • Research

    Compare competitor prices before you set yours

    Each competitor's plans, limits and cost for a typical customer in one sheet, with a suggested price range.

    You start it: When you start it
    • G2
    • Capterra
    • Google Sheets
  • Research

    Compare universities for a degree

    Tuition, entry requirements, deadlines, rankings and graduate jobs for each program, side by side.

    You start it: When you start it
    • Any website
    • Google Sheets
  • Research

    Shortlist software for your team

    Five tools that meet your must-haves, with team price, ratings, top complaints and demo questions.

    You start it: When you start it
    • G2
    • Capterra
    • Reddit
    • +1 more: Google Sheets
  • Research

    Find official statistics on a question

    The latest official numbers with the year, the definition and a link, and a short answer.

    You start it: When you start it
    • Our World in Data
    • Any government site
    • Google Sheets
  • ResearchOdyssey

    Compare cities for a new office

    Rent, salaries, talent pool, tax and travel links for each city, with a weighted ranking.

    You start it: When you start it
    • Any government site
    • Glassdoor
    • Google Flights
    • +1 more: Google Sheets
  • Research

    Find manufacturers for your product

    Manufacturers that can make your product, with minimum order, unit price, lead time and certificates.

    You start it: When you start it
    • Any marketplace
    • Any website
    • Google Sheets
  • Sales

    Build a list of prospects in a sheet

    Companies that match your market, with the right contact for each.

    You start it: When you start it
    • LinkedIn
    • Google Sheets
  • Sales

    Write a personal first line for each lead

    One true and recent detail about each person, ready for your cold e-mail.

    You start it: When you start it
    • Google Sheets
    • LinkedIn
  • Sales

    Send a weekly sales pipeline report

    New, moved, won and lost deals, and the forecast against quota, every Friday afternoon.

    On a schedule: Every Friday at 16:00
    • HubSpot
    • Google Sheets
  • SalesAsks first

    Create a quote from your price list

    A quote with the right products, quantities, discounts and terms in your CRM, sent after your OK.

    You start it: When you start it
    • HubSpot
    • Google Sheets
  • Sales

    Find companies whose job posts show a need

    Companies that hire for roles that signal a need for your product, with the job link and the signal.

    You start it: When you start it
    • LinkedIn
    • Indeed
    • Google Sheets
  • Sales

    Answer an RFP or a security questionnaire

    A draft answer for each question from your own documents, with the source and the gaps marked.

    You start it: When you start it
    • Google Sheets
    • Confluence
    • Google Drive
  • SalesAsks first

    Follow up with leads from a trade show

    Each lead you met added to the CRM, with a personal follow-up e-mail based on your notes.

    You start it: When you start it
    • Google Sheets
    • HubSpot
    • Gmail
  • Sales

    Find out why you lost deals last quarter

    The real loss reasons from notes and e-mails, counted, with competitors, price gaps and fixes.

    You start it: When you start it
    • Pipedrive
    • Gmail
    • Google Sheets
  • Sales

    Find agencies and resellers to partner with

    Agencies that serve your customers, with their services, size, partner programs and contact page.

    You start it: When you start it
    • Any website
    • LinkedIn
    • Google Sheets
  • Sales

    Pick the exhibitors to meet at a trade show

    The exhibitors that fit your target market, with booth numbers, a reason to meet and a walking route.

    You start it: When you start it
    • Any website
    • LinkedIn
    • Google Sheets
  • Sales

    Find companies that use a competitor

    Public customers of a competitor from case studies, logos, job posts and press, with the evidence.

    You start it: When you start it
    • Any website
    • Google Sheets
  • Sales

    Build an ROI case for a prospect

    A sheet that shows the savings in the prospect's own numbers, with each input, source and estimate.

    You start it: When you start it
    • LinkedIn
    • Google Sheets
  • Marketing

    Find keywords to target for a topic

    Keywords with intent, your current position and difficulty, grouped into topics, with 5 posts to write first.

    You start it: When you start it
    • Google Search Console
    • Google Trends
    • Google Sheets
  • Marketing

    Find wasted spend in Google Ads

    Search terms, keywords and ads that cost money and bring no conversions, with the fix for each.

    You start it: When you start it
    • Google Ads
    • Google Sheets
  • Marketing

    Get a weekly report on your Meta ads

    Spend, cost per result and return for each campaign, the tired ads, and 2 tests for next week.

    On a schedule: Every Monday at 8:00
    • Meta Ads Manager
    • Google Sheets
  • Marketing

    Plan a month of social media posts

    A calendar with a date, channel, format, topic and first draft for each post, based on what worked.

    You start it: When you start it
    • Google Sheets
    • Instagram
    • LinkedIn
  • MarketingAsks first

    Schedule a week of posts from your sheet

    Each approved post from your content sheet set up in its site's scheduler, after your OK.

    On a schedule: Every Friday at 14:00
    • Google Sheets
    • LinkedIn
    • Facebook
    • +1 more: Instagram
  • MarketingAsks first

    Build a press list and draft pitches

    Reporters who covered your topic recently, with their articles, and one pitch for each, sent after your OK.

    You start it: When you start it
    • Google News
    • Any news site
    • Gmail
    • +1 more: Google Sheets
  • MarketingAsks first

    Find best-of lists that leave out your product

    List articles that name your competitors and not you, with the site's contact and a pitch for your OK.

    You start it: When you start it
    • Any website
    • Gmail
    • Google Sheets
  • Marketing

    Find conferences to speak at

    Events with open calls for speakers, sorted by deadline, with draft talk abstracts for the best 3.

    You start it: When you start it
    • Any website
    • Meetup
    • Google Sheets
  • Marketing

    Find content ideas from real questions

    The questions your audience asks most, grouped and counted, in their own words, with a post idea for each.

    You start it: When you start it
    • Reddit
    • Any forum
    • YouTube
    • +1 more: Google Sheets
  • Marketing

    Write Google Ads headlines and descriptions

    15 headlines and 4 descriptions within the length limits, from your landing page and best search terms.

    You start it: When you start it
    • Google Ads
    • Google Sheets
  • Ops

    Find outdated pages in your team wiki

    Pages with no edit for a long time, broken links and old tool names, with the owner of each page.

    You start it: When you start it
    • Notion
    • Confluence
    • Google Sheets
  • Ops

    Review who has access to your company tools

    Every user of each tool compared with your staff list, with former staff, admins and unused seats marked.

    You start it: When you start it
    • Any admin panel
    • Google Sheets
  • Ops

    List renewal dates from your vendor contracts

    End date, notice period and auto-renewal of each contract in a sheet, the next deadline first.

    You start it: When you start it
    • Google Drive
    • DocuSign
    • Google Sheets
  • OpsAsks first

    Find files shared publicly from your Google Drive

    Every file that anyone with the link can open, with its owner and last edit. Access changes after you approve.

    You start it: When you start it
    • Google Drive
    • Google Sheets
  • Ops

    Review your recurring meetings

    Each repeating meeting with its cost in hours, its declines and its agenda, and advice to keep, shorten or cancel.

    You start it: When you start it
    • Google Calendar
    • Google Sheets
  • Data

    Turn a list on a website into a sheet

    Each item from each page, one row for each, with no duplicates.

    You start it: When you start it
    • Any website
    • Google Sheets
  • Data

    List local businesses with their contacts

    Name, address, phone, website, rating and e-mail for each business.

    You start it: When you start it
    • Google Maps
    • Google Sheets
  • Data

    Fill in each new row of a sheet

    The missing fields from official sources, with a source link for each value.

    On an event: When a row is added to the sheet
    • Google Sheets
  • Data

    Export your order history

    For stores with no export: each order in a sheet, with totals for each year.

    You start it: When you start it
    • Any online store
    • Google Sheets
  • Data

    Pull tables from PDFs into a spreadsheet

    Each matching table from your PDFs and scans in one sheet, with numbers as numbers and the page noted.

    You start it: When you start it
    • Google Drive
    • Google Sheets
  • Data

    Clean up a messy spreadsheet

    Consistent names, dates, phone numbers and amounts in a new tab, with a count of each type of change.

    You start it: When you start it
    • Google Sheets
  • Data

    Find and merge duplicate rows in a sheet

    Exact and near-duplicate rows grouped and merged into one row each, with a list of every merge.

    You start it: When you start it
    • Google Sheets
  • Data

    Copy numbers from your dashboards into a sheet

    One new row each week with the numbers from each of your dashboards, ready for charts.

    On a schedule: Every Monday at 7:00
    • Stripe
    • Google Analytics
    • Any admin panel
    • +1 more: Google Sheets
  • Data

    Build one table from several public statistics

    Numbers from official sources in one sheet, with the same units, years and country codes.

    You start it: When you start it
    • Our World in Data
    • Any government site
    • Google Sheets
  • Data

    Prepare a CSV for import into another tool

    Your data mapped to the import template of the target tool, checked against its rules, saved as a CSV.

    You start it: When you start it
    • Google Sheets
    • Any admin panel
  • Data

    Check and complete business addresses in a sheet

    Each business address checked on the map, with the postcode, the coordinates and a status for each row.

    You start it: When you start it
    • Google Maps
    • Google Sheets
  • Data

    Check which websites in a list still work

    Each website marked live, redirected, parked or dead, with the final address and the date of the check.

    You start it: When you start it
    • Google Sheets
    • Any website
  • Data

    Extract study results into a table

    Design, sample size, outcome and effect size with confidence interval from each paper, in one sheet.

    You start it: When you start it
    • PubMed
    • Google Scholar
    • Google Sheets
  • DataAsks first

    Move a spreadsheet into Notion or Airtable

    Your rows in a new database with the right field types, checked against the sheet after the import.

    You start it: When you start it
    • Google Sheets
    • Notion
    • Airtable
  • Data

    Export your product reviews into a sheet

    Each review of your product with date, rating, text and theme, plus counts and averages for each theme.

    You start it: When you start it
    • App Store
    • Google Play
    • Amazon
    • +1 more: Google Sheets
  • Data

    Check companies in the official register

    Legal name, number, status and VAT validity for each company in your list, from official sources.

    You start it: When you start it
    • Any government site
    • Google Sheets
  • Data

    Group open survey answers into themes

    Each open answer tagged with themes, with counts, shares, example answers and a short summary.

    You start it: When you start it
    • Google Forms
    • Google Sheets
  • Data

    Compare two lists and find the differences

    Rows in only one list, and rows in both with different values, side by side in one sheet.

    You start it: When you start it
    • Google Sheets
    • Microsoft Excel
  • Data

    Count hours for each client from your calendar

    Every meeting matched to a client, with total hours for each client and each week, in a sheet.

    You start it: When you start it
    • Google Calendar
    • Google Sheets
  • Data

    Export all your Search Console data to a sheet

    All queries and pages for a date range, past the 1,000-row export limit, combined in one sheet.

    You start it: When you start it
    • Google Search Console
    • Google Sheets
  • Data

    Combine many CSV files into one sheet

    All files from a folder in one table, with the columns lined up and the source file on each row.

    You start it: When you start it
    • Google Drive
    • Google Sheets
    • Dropbox
  • Data

    List every page of a website in a sheet

    Each page with its title, description, H1, word count and last update, from the sitemap.

    You start it: When you start it
    • Any website
    • Google Sheets
  • Data

    Collect stats for a list of GitHub repositories

    Stars, last release, last commit, license, issues and downloads for each repository, in your sheet.

    You start it: When you start it
    • GitHub
    • npm
    • PyPI
    • +1 more: Google Sheets
  • Data

    Find errors and outliers in a spreadsheet

    Impossible values, outliers, broken formulas and mixed units, listed by cell with a suggested fix.

    You start it: When you start it
    • Google Sheets
    • Microsoft Excel
  • Data

    Find the customs tariff code for each product

    The HS and tariff code for each product, with the duty rate and the official source, in your sheet.

    You start it: When you start it
    • Any government site
    • Google Sheets
  • Finance

    Find card payments that have no receipt

    Each card payment matched to a receipt from your inbox or folder, with the missing ones listed first.

    You start it: When you start it
    • Any bank site
    • Gmail
    • Google Drive
    • +1 more: Google Sheets
  • FinanceAsks first

    Create client invoices from your tracked hours

    One draft invoice per client from your hours sheet, with rates and dates, sent after you approve it.

    On a schedule: On the 1st of each month at 10:00
    • Google Sheets
    • Xero
  • Finance

    Match Stripe payouts to your bank deposits

    Each payout matched to a deposit, with fees and refunds, and the payouts that did not arrive.

    You start it: When you start it
    • Stripe
    • Any bank site
    • Google Sheets
  • Finance

    Compare your budget with actual spending

    Budget against actual for each account, the largest differences first, with the transactions behind them.

    On a schedule: On the 5th of each month at 9:00
    • Xero
    • Google Sheets
  • Finance

    Prepare the figures for your VAT return

    Sales and input VAT by rate for the period, checked against your sales platforms, with the box values.

    You start it: When you start it
    • Xero
    • Shopify
    • Stripe
    • +1 more: Google Sheets
  • Finance

    Convert foreign-currency invoices at the official rate

    The official rate for each invoice date and the amount in your currency, ready for your books.

    You start it: When you start it
    • Google Sheets
    • Any website
  • Finance

    Build a 13-week cash flow forecast

    Weekly cash in and out from your bank, open invoices and bills, with the weeks below your minimum marked.

    You start it: When you start it
    • Any bank site
    • Xero
    • Google Sheets
  • Finance

    Check payroll changes before it runs

    Each change against last month, with new staff, leavers, pay changes and bonuses, and the ones not approved.

    On a schedule: On the 20th of each month at 9:00
    • Any admin panel
    • Google Sheets
  • Finance

    Break down the fees in your marketplace payouts

    Sales, fees, ads and refunds for each product on each marketplace, with your net after fees.

    You start it: When you start it
    • Amazon Seller Central
    • Etsy
    • eBay
    • +1 more: Google Sheets
  • Finance

    Prepare the numbers for your investor update

    Revenue, growth, burn, runway and customer count for the month, each with its source.

    On a schedule: On the 3rd of each month at 9:00
    • Stripe
    • Any bank site
    • Google Sheets
  • Finance

    Build a mileage log from your calendar

    Each business trip with its date, purpose, route and distance, and the total claim at your rate.

    You start it: When you start it
    • Google Calendar
    • Google Maps
    • Google Sheets
  • Finance

    Check supplier invoices against purchase orders

    Each invoice matched to its PO and delivery note, with price, quantity and duplicate problems marked.

    You start it: When you start it
    • Google Drive
    • Google Sheets
    • Xero
  • Engineering

    Find broken links on your website

    Every link and image that returns an error, with the page it is on and the link text, in a sheet.

    You start it: When you start it
    • Any website
    • Google Sheets
  • Engineering

    Compare page speed before and after a release

    Lab metrics for your key pages after each production deploy, with each page that got slower.

    On an event: When a new production deploy finishes
    • Netlify
    • PageSpeed Insights
    • Google Sheets
  • Engineering

    Find flaky tests in your CI runs

    Tests that fail and then pass on the same commit, with the count and the error, from your recent runs.

    You start it: When you start it
    • GitHub
    • Google Sheets
  • Engineering

    Find the cause of a jump in your cloud bill

    This month's cost per service against last month, with the resources that grew the most.

    You start it: When you start it
    • Any admin panel
    • Google Sheets
  • Engineering

    Test redirects after a site migration

    Each old URL checked against its new target, with wrong targets, temporary redirects and chains marked.

    You start it: When you start it
    • Google Sheets
    • Any website
  • Recruiting

    Send a weekly hiring pipeline report

    Candidates per stage for each open job, new applicants, offers and stuck candidates, in one table.

    On a schedule: Every Monday at 8:30
    • Greenhouse
    • Google Sheets
  • Career

    Track your job applications in a sheet

    Each application, reply, interview and rejection from your inbox, kept up to date in one sheet.

    On a schedule: Every day at 19:00
    • Gmail
    • Google Sheets
  • Career

    Compare job offers side by side

    Pay, equity, benefits and work terms of each offer over 4 years in one sheet, with the main trade-offs.

    You start it: When you start it
    • Google Sheets
    • Glassdoor
  • Career

    Find internships and graduate programs with deadlines

    Open programs in your field with the deadline, pay, dates and steps, the closest deadline first.

    You start it: When you start it
    • LinkedIn
    • Indeed
    • Any job board
    • +1 more: Google Sheets
  • Career

    Find jobs that sponsor a work visa

    Recent roles that offer visa sponsorship, each checked against the official sponsor register.

    You start it: When you start it
    • LinkedIn
    • Indeed
    • Any government site
    • +1 more: Google Sheets
  • Personal

    Make a list of my product warranties

    Each device and appliance you bought, with its warranty end date and a link to the receipt.

    You start it: When you start it
    • Gmail
    • Google Sheets
    • Any website
  • PersonalAsks first

    Ask local tradespeople for quotes

    Well-rated local businesses get one clear quote request each, after you approve the list and the text.

    You start it: When you start it
    • Google Maps
    • Yelp
    • Any web form
    • +1 more: Google Sheets
  • Personal

    Compare the quotes I got for a home job

    Each quote in one table with the total, the dates and the terms, and the gaps to ask about.

    You start it: When you start it
    • Gmail
    • Google Sheets
    • Any government site
  • PersonalAsks first

    Change my address on all my accounts

    A list of the accounts that have your old address, and each update after your approval.

    You start it: When you start it
    • Gmail
    • Any website
    • Google Sheets
  • Personal

    Compare schools near my home

    Walking time, inspection grade, results, places and admission rules for each school, in one sheet.

    You start it: When you start it
    • Any government site
    • Google Maps
    • Google Sheets
  • Personal

    Shortlist apartments to rent in a sheet

    Listings that meet your rules, with the full monthly cost, the commute and the red flags for each.

    You start it: When you start it
    • Zillow
    • Any website
    • Google Maps
    • +1 more: Google Sheets
  • Shopping

    List the orders I can still return

    Each recent purchase with its last return date and the return cost, the nearest deadline first.

    You start it: When you start it
    • Gmail
    • Any online store
    • Google Sheets
  • ShoppingAsks first

    Order supplies in bulk at the best unit price

    Unit prices at your quantities from three suppliers in one sheet, and the order at the best one.

    You start it: When you start it
    • Amazon
    • Any online store
    • Google Sheets
  • Shopping

    Find products that meet exact specs

    Only the models that meet each of your hard specs, checked on the maker's data sheet.

    You start it: When you start it
    • Google Shopping
    • Best Buy
    • Any online store
    • +1 more: Google Sheets
  • Shopping

    Compare a grocery basket across stores

    Your list priced at each store with all fees, and the cheapest store for the whole basket.

    You start it: When you start it
    • Instacart
    • Walmart
    • Any online store
    • +1 more: Google Sheets
  • TravelAsks first

    Find an award flight with my miles

    Award seats you can book with your points, the miles and fees, and the value of each mile.

    You start it: When you start it
    • Any airline site
    • Google Flights
    • Google Sheets
  • Travel

    Compare travel insurance for a trip

    Policies side by side with the medical cover, cancellation limit, excess and exclusions.

    You start it: When you start it
    • Any insurance site
    • Google Sheets
  • Monitoring

    Track competitor prices in a sheet

    Each competitor's price and stock for your products, updated daily, with an alert on big moves.

    On a schedule: Every day at 6:00
    • Google Sheets
    • Any online store
    • Amazon
  • Monitoring

    Find new public tenders for my business

    New government tenders that match your services, with the value, the deadline and the documents.

    On a schedule: Every weekday at 7:00
    • Any government site
    • Google Sheets
  • Monitoring

    Find new grants my organization can apply for

    New grants that fit your mission and size, with the amount, the rules and the deadline.

    On a schedule: Every Monday at 9:00
    • Any government site
    • Any website
    • Google Sheets
  • Monitoring

    Watch new reviews of my app

    New App Store and Google Play reviews, grouped into bugs, requests and praise, with the app version.

    On a schedule: Every day at 8:00
    • App Store
    • Google Play
    • Google Sheets
  • Monitoring

    Track my Google rankings for key searches

    A weekly position report for your key searches from Search Console, with the drops and gains.

    On a schedule: Every Monday at 7:00
    • Google Search Console
    • Google Sheets
  • Monitoring

    Warn me before domains and certificates expire

    A weekly list of domains and SSL certificates that end soon, with the auto-renew status and the card on file.

    On a schedule: Every Monday at 7:30
    • Cloudflare
    • Any admin panel
    • Google Sheets
  • Monitoring

    Find new calls for papers in my field

    New conference and journal calls on your topics, with the deadlines, the page limits and the ranking.

    On a schedule: Every Monday at 8:30
    • Any website
    • Google Sheets
  • Monitoring

    Watch new patents in my technology field

    New patent applications and grants in your field, with a plain summary of what each one claims.

    On a schedule: Every Tuesday at 8:00
    • Google Patents
    • Google Sheets
  • Monitoring

    Watch security advisories for the software we use

    New vulnerabilities in the products and versions that you run, with the severity and the fixed version.

    On a schedule: Every weekday at 8:00
    • GitHub
    • Any website
    • Google Sheets
  • Monitoring

    Track new G2 reviews of my competitors

    What customers praise and dislike in your competitors' new reviews, grouped by theme each week.

    On a schedule: Every Monday at 10:00
    • G2
    • Capterra
    • Google Sheets
  • Monitoring

    Watch search interest in my topics

    Rising searches and sudden spikes for your topics from Google Trends, once a week.

    On a schedule: Every Tuesday at 9:00
    • Google Trends
    • Google Sheets
  • Monitoring

    Watch for recalls of products I sell or own

    New safety recalls that match your products, with the hazard, the affected models and what to do.

    On a schedule: Every Wednesday at 9:00
    • Any government site
    • Google Sheets
  • Monitoring

    Check that my key pages stay in Google's index

    A weekly check of your most important URLs, with an alert when one drops out of the index.

    On a schedule: Every Thursday at 8:00
    • Google Search Console
    • Google Sheets
  • Monitoring

    Watch the Amazon best sellers in my category

    New products and big rank moves in a best sellers list, with the price and the review count.

    On a schedule: Every day at 9:30
    • Amazon
    • Google Sheets

Used with Google Sheets

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