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Create your first workflow

Learn how to set up an automation between spreadsheets using Sheetgo

Karoline Fernezlian avatar
Written by Karoline Fernezlian
Updated this week

Sheetgo is a powerful online platform to connect data from different sources. With our system, you can create workflows that transfer data from one file to another easily way without the need to code or use complex formulas.

To get started using Sheetgo, all you need is spreadsheets to build your first workflow (Google Sheet, Excel, or other formats).

1. New Workflow

If you are a new user, your Workspace will be empty when you open Sheetgo. Click New to get started.

2. Title

If you want, you can rename your new workflow. You can do this by clicking Untitled workflow. You can also rename the workflow afterward.

3. Create an automation

Choose if you will start by creating a automation, a form or a dashboard. In this case, we want to transfer the data from a CSV file to a Google Sheet, which means we will Create an automation.

4. New automation

You can name the new automation to make it easier to identify, particularly if you workflow has a lot of automations.

5. Source file

To create the automation, first you need to select the source file. Sheetgo can support a variety of file formats, in our case we will use a CSV file.

6. Select file

Under File, you need to click Select file to bring up your connected cloud storages where you can look for the file you want. After you select the file you just need to click on Next step.

If you haven't already, this is the point where you will need to connect Sheetgo to the cloud storage that you use.

7. Data processor

After selecting your source file you can add a data processor to treat the data that is on the source spreadsheet before transferring it to the destination. In this case, we're just transferring the data from a CSV file to a Google Sheet so we'll Skip this step.

8. Destination file

Now, it's time to choose the type of file to use as your destination. In this case, we'll select Google Sheet.

9. Select file

Now you need to select the destination file. You can either create a new file or choose an existing one. If you choose to create a new file, you name the file and the tab where the data will be transferred.

By default, Sheetgo will create the new file in the same folder as the source file, to choose a different folder you can change it by clicking Change destination folder.

Finally, click Finish and save. You are all set! You've created your first automation.

Now just click Run all automations, and the data from the CSV file will be transferred to the Google Sheet file you've selected.

After you create your first Workflow, you can keep exploring Sheetgo's many features, add triggers to run the workflow on selected time frames, explore our data processors to enrich your spreadsheet, add forms and a dashboards with the Sheetgo app.

Need more help?

Contact us via chat, on our email ([email protected]), or send us a ticket!

Visit our Community for help, tips, tricks, and feedback for Sheetgo.

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