This article covers Sheetgo Automations — the Google Sheets extension (Extensions > Sheetgo > Automations). Using the web app instead? See What is a Sheetgo automation?
Sheetgo Automations lets you create automations without leaving Google Sheets. This article walks through the complete setup, from selecting a source to running your first automation.
Tip: If you close the wizard before finishing, your progress is automatically saved as a draft. You can resume it from the home screen at any time.
Step 1: Open Sheetgo Automations
Open Google Sheets and go to Extensions > Sheetgo > Automations. From the home screen, click + New automation.
Step 2: Select your source
Choose where Sheetgo should read the data from:
Export data from current sheet — uses the spreadsheet you have open (recommended)
Select from Google Drive — opens a file picker to choose a Google Sheets, Excel (.xlsx, .xls), or CSV file
Once a file is added, select the Sheet/tab and Data range (import entire sheet, named range, or custom range).
Adding multiple sources
To combine data from more than one file or tab, click + Add another source. You can reorder sources with drag-and-drop — the order determines how rows are stacked when using Merge.
When you're done, click Next step.
Step 3: Select a data processor (optional)
Processors transform your data before it reaches the destination. You can chain multiple processors and control the order they run. Click Skip processor to go straight to the destination.
If you selected one source: Data Formatting, Filter Rows, Filter Columns, Filter by Query, Filter by Color, Remove Duplicates are all available.
If you selected multiple sources: add Merge first — it combines all sources into a single dataset and is required before any filter processors can be applied.
Step 4: Select your destination
Choose where Sheetgo should write the output:
Import data to current sheet — write to a new or existing tab in the file you have open
Create new file (recommended) — Sheetgo auto-creates a Google Sheets, CSV, or Excel file; Gemini AI suggests a name
Existing file — send data to an existing Google Sheets file in your Drive
CSV export — create a CSV file in a Drive folder you specify
Configure the tab name, file name, and write mode: Replace overwrites the destination on every run; Append adds new rows below existing records.
Step 5: Set a schedule (optional)
Click Schedule automation and choose a frequency: Manual, Hourly, Daily, or Monthly. All times are based on your local timezone. Schedules can be toggled on/off from the home screen without opening the editor.
Step 6: Finish
Click Finish. Your automation is saved and appears on the home screen. To run it immediately, click the play button next to it or click Run all.
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