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How to use a Sheetgo workflow?
How to use a Sheetgo workflow?

Learn about the features to better leverage your workflows

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

On your Sheetgo account, you can have many different workflows, that will all be located in your workspace. We advise that when building your workflow it should follow a logical narrative, meaning that in the same workflow, you will input all the steps that your data needs to fulfill its process, be it consolidating different sets of information or sending a piece of specific information via email.

When you open any of your workflows you will find the Workflow canvas. From this section, you can view how the workflow is set up, the files that are connected to it, how they relate to each other, and the forms or dashboards that are associated with this particular workflow.

Tabs bar

At the top of the Workflow canvas, you can find the tabs for each viewing option of your workflow.

Workflow view: This tab shows how all the data of your workflow is connected. Which automations are linked to which files, where the forms are located, and from which spreadsheet is a file or PDF generated, you can see all the relations in this view mode.

Dashboard tab: In this tab, you can see your dashboard, publish, and export if needed.

File tab: You can customize your tabs bar by pinning your spreadsheets or specific forms directly at this menu. To pin a spreadsheet, click on the three dots (โ‹ฎ) icon and click on Pin tab.

When you pin one of your spreadsheets to the tabs menu whenever a different user opens this workflow it will also find the spreadsheet pinned at the tabs bar.

Sidebar

On the right side of the Workflow canvas, you can find the workflow sidebar where you have easy access to the Automations, Files, Forms, Notes, and Triggers from your workflow. When you click on each of these icons a new window will appear to the right showing the menu for each one.

Automations

The automation icon allows you to see all the automations that exist in your workflow. From this menu, you can run each automations individually, set a trigger to run them automatically and set up execution errors, change the order of automations, create new automations, and more.

Files

The files icon grants access to all files linked to your workflow. From here, you can open, rename, or delve into the details to manage access permissions. Additionally, you can assign a manager, facilitating clear communication channels for any queries regarding the data within a specific file.

Forms

From the forms menu, you can access all the forms that exist inside your workflow and create new forms. You can also pin them to the tabs bar, open their destination, publish, or edit their settings.

Notes

The Notes is a powerful way to share the inner workings of your workflow with other people who have access to it.

Triggers

The triggers allow you to have your workflow run automatically on a specific schedule.

Add new resources (+)

You can use the + button to add new automations and forms to your workflow, allowing you to streamline tasks and improve efficiency. It also allows you to add new data to your dashboard, ensuring your information is always up-to-date and readily accessible. Furthermore, the + button provides the capability to edit workflow notes, helping you keep detailed records and make necessary adjustments to your processes.

Think of your workflow as a playground where you get to design the game plan for streamlining your day-to-day tasks. There's no one-size-fits-all approach here โ€“ you've got options! Dive into the toolbox, let Sheetgo do the heavy lifting, and focus on what really matters.

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