Sheet Automation - Automate Google Sheets™
Sheet Automation is the ultimate spreadsheet automation tool designed to eliminate repetitive tasks and manual data entry. Instantly run bulk changes, automate data processing, and trigger workflow without writing a single line of script. Save hours every week on data management! ###POPULAR USE CASES### ✅ AUTOMATE YOUR SPREADSHEET You are probably using the great formula or built-in feature to do some repetitive work, however you can easily find yourself losing track of complex formula logic. You can set up simple automations directly within your spreadsheets to do all kinds of boring manual work: ►Move or copy row across tabs or workbooks ►Copy data from specified columns ►Update arbitrary cells in the sheet ►Delete or hide row when they are not relevant ►Sort sheet when data is changed or based on schedule ►Conditional format on border, cell style, text alignment ✅ FORM RESPONSE HANDLING With Sheet Automation, you can automatically send email messages every time a respondent submits Google Forms™. You can notify the form respondent, your team members, or create notification rules and send emails to different people based on the form answers. ►Send notification to owner when a new form is submitted ►Stop or resume accepting response ►Insert edit url and send confirmation to submitter ►Format the response row with the style you want ►Enrich the response with additional data or formula copy down ►Sort the latest answer to the top of the sheet ►Export the response data to PDF ►Upload the response data to external system via webhook ✅ TASK MANAGEMENT With the collaboration nature of Google Sheets™, it is great for team task management and coordination. Sheet Automation makes it fully automated. ►Task status tracking and change logging ►Distribute tasks from master sheet to assignee’s individual sheet ►Notify team members on task status updating ►Monitor due date and send reminder on approaching deadline ►Archive completed or expired tasks automatically ✅ NOTIFICATION HUB Paired with Gmail™, sheet could be your notification hub. With the flexible variable system provided by Sheet Automation, you can easily create personalised email based on bulit-in HTML template. ►Send notification when data is updated and condition is satisfied ►Send email with row or sheet as attachment ►Send reminder on hourly, daily, weekly schedule ►Send alert when due date is close or date time condition matches ►Send Slack, SMS, WhatsApp, Google Chat™ messages through webhook ✅ DATA PROCESSING SOLUTION You can bulk process your sheet data based on the powerful utilities provided Sheet Automation: ►Automatically enrich row and populate data ►Sync data between two sheets ►Move data across sheet or spreadsheet. ►Send data from sheet to third-party services ►Import JSON data from HTTP API ✅ TURN SHEET INTO A LIGHTWEIGHT CRM If you are using sheet to store information of customers, subscription like we do, Sheet Automation can simply make it into a CRM. ►Send personalised marketing email ►Automatic response to customer inquiry ►Send reminder for subscription expiration or payment failure ►Assign sales leads to representative ►Export sheet and send invoice on schedule ►Integrate with other CRM via api connector ✅ COMPLEMENT YOUR EXISTING WORKFLOW Sheet Automation can be integrated into your existing workflow seamlessly if you are using tools like AppSheet™, Glide apps, Make, Zapier to automate your business. ►Trigger a workflow from sheet update ►Send alerts when a new row is appended by AppSheet™ ►Transform data format and pass it to Zapier webhook ►Publish sheet change to Make using webhook ►Get from response from JotForm into a Gsheet then you can send a personalized email notification to these people. ► Use Call HTTP action to send email via third-party email delivery service like SMTP2GO. This will be a great solution to workaround gmail daily quota limit. ###FEATURES### ► Create automation rule with AI prompt ► Automate various jobs with built-in AI agent ► Trigger on data change - editing or formula calculation ► Trigger on sheet update - manually or API ► Trigger on schedule - hourly, daily, weekly and monthly ► Trigger on due date - before or after ► Trigger on form response ► Trigger on third-party forms including JotForm, Wix and Make ► Trigger on incoming webhook ► Range condition to check any value in sheet ► Column condition to check value from relative row ► Variable condition to check any variable ► Formula like expression language ► Rule import/export ► Call Gemini service - AI enabled automation ► Call Webhook or HTTP service to connect Apps ► Send SMS via ClickSend or Twilio ► Generate unique ID ► Merge sheet data into document ► Create document and save it to drive ► Move/copy/create rows - across spreadsheet ► Update any column of the row ► Update any cell of the sheet ► Create new sheet and spreadsheet ► Sort sheet or specified range ► Export a single row to PDF ► Export sheet to PDF or Excel ► Create and share sheet ► Format row ► Protect row ► Remove duplicates ► Search row ► Lookup row in another sheet ► Find and replace ► Delete row ► Hide row or column ► Add notes ► Conditional action ► Branch action ► Create variable ► Repeat for each action ► Custom action * ► Concurrency control * ► Rule sharing and collaboration * ► Rule management* ###MORE INFORMATION### WEBSITE: https://sheetautomation.com GET-STARTED: https://sheetautomation.com/docs/get-started/ RECIPES: https://sheetautomation.com/docs/recipes/ CONTACT US: https://sheetautomation.com/contact.html ###Trademarks### Google Chat™, Google Forms™, Google Sheets™, Gmail™, AppSheet™ are trademarks of Google LLC.
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Zenphi
Zenphi is an AI-powered, no-code process orchestration platform built specifically for teams using Google Workspace™. As an enterprise automation platform, Zenphi handles everything from Google Workspace™ Admin processes and Google Workspace™ onboarding to Google Workspace™ offboarding, internal approvals, invoice processing, and Gmail data archiving—no coding required. Unlike complex traditional automation tools, Zenphi empowers organizations to unlock the full power of Google Workspace™ by orchestrating AI workflow automation across Gmail™, Google Sheets™, Drive™, Docs™, Chat™, Calendar™, and even Google Admin—without ever leaving your ecosystem. 𝐄𝐦𝐛𝐞𝐝𝐝𝐞𝐝 𝐀𝐈, 𝐘𝐨𝐮𝐫 𝐖𝐚𝐲 Zenphi lets you embed AI models—including OpenAI, Gemini, and Claude—directly inside your workflows, so AI handles the steps it's best suited for. You can also bring your own API keys or connect your own models, giving you full control over which providers power your workflows: — AI document processing — Document generation — Text recognition — Sentiment analysis — Classification & extraction — Content summarization & more You can also use ZAIA, Zenphi's AI workflow-building assistant, to help you design and build workflows faster. This allows you to automate end-to-end processes while ensuring your workflows remain flexible, secure, and scalable. 𝐄𝐧𝐭𝐞𝐫𝐩𝐫𝐢𝐬𝐞 𝐀𝐈 𝐀𝐠𝐞𝐧𝐭𝐬 Zenphi is a complete AI agents platform. With AI Studio, our no-code AI agent builder, you can design and deploy enterprise AI agents that work alongside your automated workflows—grounded in deterministic logic for reliable, repeatable results. These agents can be deployed in conversational interfaces like Google Chat™ in minutes instead of days. 𝐙𝐞𝐧𝐩𝐡𝐢'𝐬 𝐒𝐞𝐜𝐮𝐫𝐢𝐭𝐲 & 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 — CASA Tier 2 verified — ISO 27001 certified — HIPAA compliant Your data and processes are protected with enterprise-grade security and compliant with industry standards. 𝐊𝐞𝐲 𝐂𝐚𝐩𝐚𝐛𝐢𝐥𝐢𝐭𝐢𝐞𝐬: – Drag-and-drop no-code workflow builder — ZAIA — AI workflow building assistant you can use to build workflow from plain language prompts or uploaded flowcharts — AI agent builder (AI Studio) for enterprise AI agents — Native Google Workspace™ integration — Built-in AI model orchestration with your choice of provider — Document workflow automation solutions — Approval workflow automation — Human-in-the-loop support for task assignment and management — Out of the box integration with more than 100 popular SaaS Applications — Built-in Forms, Tables, and Dashboards — Scalable pricing with unlimited users — Dedicated Google Admin automation actions 𝐔𝐬𝐞 𝐂𝐚𝐬𝐞𝐬 𝐈𝐧𝐜𝐥𝐮𝐝𝐞: BY FUNCTION 𝑯𝑹 𝑨𝒖𝒕𝒐𝒎𝒂𝒕𝒊𝒐𝒏: candidates hiring that includes CV screening, email communication and automated interview scheduling; Google Workspace™ onboarding/offboarding for new hires; leave requests approvals. 𝑭𝒊𝒏𝒂𝒏𝒄𝒆 𝑨𝒖𝒕𝒐𝒎𝒂𝒕𝒊𝒐𝒏: Invoice processing, expense reports, purchase order processing & tracking. AI for Finance across document-heavy tasks. 𝑳𝒆𝒈𝒂𝒍: AI for legal document review, contract intake, approval workflow automation and matter management. 𝑰𝑻 & 𝑮𝒐𝒐𝒈𝒍𝒆 𝑨𝒅𝒎𝒊𝒏: User provisioning, automated access revokes, Gmail data archiving, Google Workspace™ license audits, shared files audits, email forwarding rules audits and more. 𝑪𝒖𝒔𝒕𝒐𝒎𝒆𝒓 𝑺𝒖𝒑𝒑𝒐𝒓𝒕: Ticket categorization, response generation, weekly reporting 𝑺𝒂𝒍𝒆𝒔 & 𝑴𝒂𝒓𝒌𝒆𝒕𝒊𝒏𝒈: Content generation and approval agent, personalized reports generation, AI pipeline review and analysis. BY INDUSTRY 𝑯𝒆𝒂𝒍𝒕𝒉𝒄𝒂𝒓𝒆: Secure document intake, patients intake, claims processing and more. 𝑬𝒅𝒖𝒄𝒂𝒕𝒊𝒐𝒏: Replacement teacher communication flows, certificates generation, students onboarding, Chromebooks™ management, etc. 𝑹𝒆𝒂𝒍 𝑬𝒔𝒕𝒂𝒕𝒆: Lease approvals and document generation, property inspections scheduling and personalized reports generation. 𝑳𝒐𝒈𝒊𝒔𝒕𝒊𝒄𝒔 & 𝑺𝒖𝒑𝒑𝒍𝒚 𝑪𝒉𝒂𝒊𝒏: Accounts Payable processing, data extraction from shipment documents and automated missing paperwork requests. 𝑹𝒆𝒕𝒂𝒊𝒍 & 𝒆𝑪𝒐𝒎𝒎𝒆𝒓𝒄𝒆: hiring and employee onboarding, inventory updates and approval workflows. 𝑳𝒆𝒈𝒂𝒍: Client intake and matter setup, contract generation and approval routing, case file document assembly, compliance tracking. 𝑯𝒐𝒎𝒆 𝑪𝒂𝒓𝒆: Caregiver onboarding and credential tracking, client intake and visit scheduling, compliant documentation for home health records. 𝑪𝒐𝒏𝒔𝒕𝒓𝒖𝒄𝒕𝒊𝒐𝒏: Subcontractor onboarding, purchase order and change order approvals, permit and compliance document processing, site inspection reporting.