A Sheetgo workflow is a logical grouping of automations designed to streamline processes. Each workflow can be used to fulfill a specific purpose, and within each one you can combine multiple automations that will complete a variety of steps, from collecting data via a form, merging information from many spreadsheets, filtering the data to generate a document or PDF and later send this via email.

Combining multiple automations allows you to build complete workflows, but in some cases, the data might need to follow a specific order. Imagine you are joining information from different sources and enriching them. For that, you need to ensure that the “join” happens before the “enrich” for the process to run smoothly. That's where Sheetgo Workflows come in: they control the run order in the backend, so you don't have to worry about it.

Although workflows were initially created to control the order of automations, they've evolved to serve a bigger purpose: illustrating the entire automated process. Beyond just organizing automations steps, they allow you to fully document the process and how it's achieved with notes. Additionally, workflows offer a visual representation, like a map, showing how the files involved in the process are connected. These features are particularly powerful when collaborating online.

As a way to control your process, workflows can also be shared with a team, while controlling the access level. You might want collaborators to be able to run workflows but not change them, ensuring consistency and data reliability. You can also assign ownership of the files involved, making it easy for users to contact the person responsible for each part.

Within each workflow, users have the flexibility to create customized Sheetgo Forms tailored to their specific needs. Serving as a cornerstone for enhancing data collection processes, these forms play a crucial role in guaranteeing consistency and precision in data input. By empowering users to seamlessly gather information, they foster a cohesive approach to data management, ensuring uniformity across diverse datasets.

The data present inside the workflows can be used to create a Sheetgo dashboard. The dashboard feature was built to consolidate all relevant charts and information onto a single page. Since they pull data directly from the files hosted on the workflow, you can be sure to always have the most updated and reliable version at all times.

You can update a workflow with these trigger options: "Based on a schedule", "On form submission", "On workflow run", "On webhook event", or "On file or folder change" (Preview). Each trigger runs only the automations you assign to it. You can also manually run everything with "Run all automations". For details, see What are automation triggers?.

A whole process can live in one workflow, even when its automations need to run at different times. You can add up to 10 triggers to a workflow and assign automations to each one.

For example, one sales workflow could use separate triggers to:

Each trigger fires independently and runs only its assigned automations, in the order they appear in the workflow. Refreshing sales data doesn't also run the month-end snapshot or process a form response. "Run all automations" still runs everything.

This lets you keep related automations together without running them when they aren't needed. If you split a process across several workflows because its parts needed different schedules, you can now bring those parts into one workflow.

For setup instructions, see Use more than one trigger in a workflow. To bring an existing process together, see Combine a process split across several workflows into one workflow.

In summary, workflows are invaluable tools for managing, automating, and documenting your business processes. They offer seamless control and provide essential insights, including the most recent updates, while also presenting a clear visual representation of files, relationships, and actions within the process.