A Sheetgo automation moves data from a source to a destination, optionally using data processors to change the data along the way. It works like copy and paste: Sheetgo keeps the source intact, so you can trace the data back to its origin.
Automations live inside workflows. A workflow can contain multiple automations. See What is a Sheetgo workflow?.
How an automation works
Each automation follows this path: source → optional data processors → destination.
Sources
The source is where Sheetgo reads the data. Sources include:
Spreadsheets: Google Sheets, Microsoft Excel, and CSV files.
Folders containing spreadsheets or documents such as PDFs, which Sheetgo reads with document extraction.
BigQuery.
Gmail and Outlook email.
Webhooks and HTTP requests (JSON).
App integrations such as QuickBooks and Shopify.
Data processors
Data processors change the data before it reaches the destination. You can use the Merge, Filter, and Split processors, remove duplicates, or use the AI processor.
Destinations
The destination is where Sheetgo sends the data. Destinations include:
Spreadsheets: Google Sheets, Microsoft Excel, and CSV files.
Every file in a folder.
Gmail and Outlook email.
Google Docs and PDF documents.
Shared files.
BigQuery.
An API endpoint or a webhook.
When automations run
You can run automations manually, one at a time or with Run all automations. You can also use automation triggers:
Schedule runs from every 15 minutes to once a year, or run once on a specific date.
Run after a form submission, another workflow finishing, a webhook request, or a Google Drive file or folder change.
How runs use credits
Each run uses automation credits. A simple spreadsheet-to-spreadsheet automation usually uses 1 credit per run.
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