How to create your first workflow

Learn how to set up a direct connection between spreadsheets using Sheetgo

Vitor Mazon avatar
Written by Vitor Mazon
Updated over a week ago

Sheetgo is a powerful online platform that allows you to connect data from different spreadsheets. With our system, you can create workflows that will allow you to transfer data from one file to another in an easy way without the need for coding or complex formulas.

To start using Sheetgo all you need is your spreadsheets, which can be Google Sheet, Excel, or other formats, and you are all set to begin building your first workflow.

1. New Workflow

If you are a new user, your workspace will be empty when you open the Sheetgo app, with just the New Workflow box in it, click on it, and let's get started.

2. Title

The first thing you can do when creating a new workflow is add a title to it. You can do this by clicking on the Untitled workflow and renaming it.

If you need you can also rename the workflow afterward on the workflow settings.

3. Create a connection

After giving your workflow a title you will need to choose if you will start by creating a connection or a form. In this case, we want to transfer the data from a CSV file to a Google Sheet, which means we will start with a connection by clicking on the Create connection button.

4. New Connection

When creating a new connection you can also start by adding a title to it, if your workflow has many connections will make it easier to identify each one.

5. Source file

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

6. Select file

At the source box, you will need to Select the file you want. When you click on the Select file button a new box will appear where you will need to search inside the cloud storage that you connected to Sheetgo 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 you select your source file you will be asked if you want to use a data processor. Data processors can treat the data that is on the source spreadsheet before transferring it to the destination. In this case, we are just transferring the data from a CSV file to a Google Sheet so we will Skip this step.

8. Destination file

Now it's time for you to choose the type of file that you will use as your destination. In this case, we are using a Google Sheet, so we will click on it.

9. Select file

Now you need to select the destination file itself. You can either create a new file or choose an existing one. If you choose to create a new file you can specify the name and edit the name of the tab where the data will be transferred to. By default, Sheetgo will create the new file in the same folder as the source file, if you want the destination to be in a different folder you can change that by clicking on the Change destination folder button.

After you set up the destination file, go ahead and click on Finish and save. And you are all set you've created your first connection inside your first workflow! All you need to do is click on the Run button and the data from the CSV file will be transferred into the Google Sheet file you've selected.

After you create your first workflow you can keep exploring Sheetgo's many features, add automation to run the workflow on selected time frames, explore our data processors to enrich your spreadsheet, and add a form and a dashboard to streamline your process all from inside the Sheetgo app.

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