🧠 Getting Started with Google Sheets

Hey Makers :wave:


Today, I’d like to share a nifty tutorial where @Matous_Vrba from our Growth team tells you all about building your first scenarios with Google Sheets.

The video covers step-by-step instructions on creating two scenarios.
Read on to see what the scenarios are or skip to the end of the post to watch the tutorial.


:one: Grabbing data from a Google Sheet and sending it to Slack


An example story behind the scenario

There’s a spreadsheet with a list of new employees joining the company that is constantly being updated. Whenever a new hire is added to the sheet, a Slack message is sent to the person who manages the onboarding of new employees so that they can get everything ready.

What the scenario looks like


In the tutorial, you’ll learn how to

  • Create Google Sheets & Slack connections
  • Set up the Google Sheets module that triggers the automation
  • Choose from where to start processing your data
  • Set up the Slack module to send the automated message
  • Test the automation and check if everything works
  • Schedule your workflow to run as often as you like
  • Activate and save your scenario



:two: Storing data from your Gmail inbox in a Google Sheet


An example story behind the scenario

Your accounting team needs to create an expense report. All relevant expense details get extracted from an email inbox and stored in a dedicated spreadsheet. As a result, you get a sheet with an overview of the expenses themselves as well as their statuses.


What the scenario looks like


In the tutorial, you’ll learn how to

  • Create your Gmail connection
  • Configure the Gmail module that triggers the automation
  • Choose from where to start processing your data
  • Set up the Google Sheets module that adds data into your spreadsheet
  • Test the automation and check if everything works
  • Schedule your workflow to run as often as you like
  • Activate and save your scenario


:film_projector: Watch the Full Tutorial


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