Sheetgo Workflows
Build, manage, and collaborate on workflows, forms, and dashboards.
By Jessica and 2 others3 authors54 articles
Building a Workflow
Pick up the basics, start automating
- Create your first workflowLearn how to set up an automation between spreadsheets using Sheetgo
- Add a data processor to an existing automationLearn how to add a step to a workflow
- Create a master spreadsheet with data from different sourcesLearn how to create a workflow to consolidates data
- How to use files from a folder as a sourceUnderstand how you can have all the files in a folder as a source for your workflow
- Create a two-way syncLearn how to create double automations to sync data between source and destination tabs.
- How to use Data ValidationLearn how to use data validation in your Google spreadsheets
- Add workflow notesLearn how you can add extra informations about your workflow
Organizing Workflows
Manage Workflows effectively
- Manage workflowsLearn how to reorder, pin, find, recover, and organize your workflows.
- Rename a workflowLearn how to edit your workflow's name, description and category
- Duplicate a workflowLearn how to duplicate a workflow, along with its automations and connected files
- Edit an existing automationLearn how to change the steps from one of your automations
- Reorder automationsYou can reorder your automations to change the order of updates inside a workflow
- Rename an automation or a destination tabLearn how to rename automations on the sidebar, while editing, or rename a destination tab in your Sheetgo workflow.
- Duplicate, copy, or delete an automationLearn how to manage automations
- Run, move, or delete multiple Workflows at onceManage Workflows in batches
- Archive, restore, or delete a WorkflowLearn how to archive workflows to declutter your workspace, restore them later, or permanently delete them from Sheetgo.
- Get insights of the files in your WorkflowsSee the file details without leaving Sheetgo
- Rename files, forms and automations in a WorkflowEdit file names without leaving Sheetgo
- Getting past the 30 automations limitPractical tips for building large workflows.
- How to configure workflow error settings?Learn how to adjust the workflow error settings.
Collaborate
Share your Workflow with colleagues
- Share workflows and collaborate in SheetgoUse Sheetgo's collaboration functions and invite others to edit and update your workflows
- Set access levels on a workflowSpecify who will be able to do what in a shared workflow
- Share and manage access to your filesLearn where you can control who has access to a specific file on your workflows
- Assign a manager to a Workflow fileSpecify a team member responsible for a file on a workflow
- Share files from Sheetgo templatesLearn how to share individual files from an installed Sheetgo template directly from your Google Drive.
- Transfer ownership of a workflowTransfer a workflow to a new owner
- Adding team members to your accountManage team members and their transfer quotas on your account.
- Assign transfers to team membersLearn how to assign transfers to team members and manage these quotas in your account.
- What is General Access and how to set it upLearn how you can easily share your workflow with a team or organization
- Transferring your Sheetgo plan to a colleagueLearn how to hand over your Sheetgo workflows to a colleague if you leave or change jobs
Templates
Implement pre-built workflow templates to fit your needs.
- Implement the Inventory management with barcode scanner templateCreate an automated stock tracking system with barcode scanning.
- Set up the Inventory management templateCreate an automated stock tracking system for your business.
- Set up the Income Statement templateLearn how to get started with the Sheetgo Income statement template.
- Use the Gradebooks management templateStep-by-step instructions to get started.
- Use the Budget vs Actual templateLearn how to use the Budget vs Actual template
- Inventory Lending TemplateLearn how to install and use this template
- Inventory with expiry date tracking templateLearn how to install and use this template
- Simple inventory management templateLearn how to install and use the Simple Inventory Management template in Sheetgo.
- Advanced Budget vs Actual TemplateLearn how to install and use the Advanced Budget vs Actual template in Sheetgo.
- School District Inventory Lending TemplateLearn how to install and use the School District Inventory Lending template in Sheetgo.
- Cash Flow TemplateLearn how to install and use the Cash Flow template in Sheetgo.
- Incomes and ExpensesLearn how to install and use the Incomes and Expenses template in Sheetgo.
- Expense Tracker TemplateLearn how to install and use the Expense Tracker template in Sheetgo.
- Leads Tracking Management TemplateRead this article to get started with the Leads Tracking Management template
- Purchase Order Management TemplateLearn how to install and use the Purchase Order Management template in Sheetgo.
- Marketing KPIs TemplateLearn how to install and use the Marketing KPIs template in Sheetgo.
- Project Management TemplateLearn how to install and use the Project Management template in Sheetgo.
- Timesheet Management TemplateLearn how to install and use the Timesheet Management template in Sheetgo.
- Service Sales Report TemplateLearn how to install and use the Service Sales Report template in Sheetgo.
- Employee Timesheet Management TemplateLearn how to install and use the Employee Timesheet Management template in Sheetgo.
- Business Unit Performance Analysis TemplateLearn how to install and use the Business Unit Performance Analysis template in Sheetgo.
- Leads Funnel Tracking TemplateLearn how to install and use the Leads Funnel Tracking template in Sheetgo.
- Leaves & Attendance TemplateLearn how to install and use the Leaves and Attendance template in Sheetgo.
- Sales Report TemplateLearn how to install and use the Sales Report template in Sheetgo.