What is a Sheetgo workflow?

Understand what is inside your workflow

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

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.

Advantages of using a workflow

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.

Sharing and Ownership

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.

Forms

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.

Dashboards

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.

Smart updates and execution settings

Sheetgo allows you to schedule updates based on different workflows, form submissions, or time-based triggers. You can also manually trigger updates as needed. Moreover, it provides options to control your data flow by setting up error notifications to be sent automatically to your email and interrupting execution in case of automation failure. These settings can be managed for each individual workflow, allowing you to prioritize accordingly.

Leverage the best of Workflows

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.

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