This article covers Sheetgo Automations — the Google Sheets extension (Extensions > Sheetgo > Automations). Using the web app instead? See What is a Sheetgo automation?
The Sheetgo automation lets you create automations directly from Google Sheets, without leaving your spreadsheet. Each automation connects a source to a destination and runs the transfer automatically on a schedule you define.
Each automation is built in three steps: Source, Processor (optional), and Destination. Together, these define where Sheetgo reads data from, how it transforms it, and where it sends the result.
1. Source: The source is where Sheetgo reads the data from. Supported file types are Google Sheets, Excel (.xlsx, .xls), and CSV files from Google Drive.
You can add multiple sources and reorder them with drag-and-drop.
2. Processor: Processors (optional) let you merge, format, and filter your data before it reaches the destination. You can chain multiple processors and control the order in which they run.
3. Destination: The destination is where Sheetgo writes the processed data: to the current spreadsheet, a new file auto-created in Google Drive, an existing Sheets file, or a CSV export.
4. Schedule: You can set automations to run automatically: hourly, daily, or monthly — or trigger them manually at any time. Schedules can be toggled on/off instantly from the home screen.