Features
A breakdown of every Sheetgo tool and how to use them
By Jonatan and 2 others3 authors114 articles
- Automatic Table Creation and Schema Evolution for BigQueryLearn how to use new BigQuery destination features: automatic table creation, Replace writing strategy, schema evolution, and table partitioning.
- Webhook as a Source — v2.6.20bConnect external software directly to Sheetgo workflows to receive data the moment it is created, using a unique webhook URL.
- Faster syncs for Excel files in Google Drive and Dropbox
- Transfer formatting across spreadsheetsLearn how to transfer text formatting, number styles, borders, cell color, and more
- Extract data from PDF and text documentsLearn how to extract structured data from PDF and Google Docs files and prepare the results for merging into one table.
- Use Outlook email as a sourceLearn how to save file attachments from Outlook emails to a folder with a Sheetgo automation.
- Filter which emails an Outlook source processesLearn how to build Outlook email filters with conditions, AND or OR logic, and nested groups in Sheetgo.
- Use a webhook as a sourcePush data into an automation from another application with a POST request.
- Declare column types for a sourceTell Sheetgo how to read each source column instead of relying on auto-detection.
- Use files from a folder as a sourceLearn how to import spreadsheets or extract data from documents in a folder, control which files Sheetgo reads, and configure the source.
- Use the Offset Header settingTell Sheetgo where your column labels are when they're not on row 1, or specify that your file has no header row at all.
- Use the Identify Data settingLearn how to get data traceability and see which source file your destination sheet data originated from
- Select tabs or a range from your spreadsheetControl exactly what data is drawn from the data source
- Unlock and edit the destination tabLearn how to edit data in the destination tab, apply formulas, and keep extra columns after updates.
- Publish an automation's result to an API endpointPublish a connection's result to a private URL that another system can read on demand.
- Send automation data to a webhookSend an automation's output to a third-party system with a POST request when it runs.
- Send the same data to every file in a folderWrite the same data to every supported file inside a folder.
- Use append to add rows below existing dataAppend data to the destination. Ideal for creating data logs and historical reports.
- Use parse data settingLearn how to parse data setting when transferring numerical values
Automation triggers
Set up different automation triggers
- Run a workflow on a scheduleRun a workflow every few minutes, daily, weekly, monthly, quarterly, yearly or once on a chosen date.
- Run a workflow when a file or folder changesRun a workflow automatically when a Google Drive file or folder changes, for example when a new file arrives in a folder.
- Use more than one trigger in a workflowGive different automations in the same workflow their own schedule or event, with up to 10 triggers per workflow.
- Run a workflow when a webhook receives dataRun chosen automations each time a webhook source in your workflow receives data from another system.
- Run a workflow when a spreadsheet is editedRefresh a report or dashboard within minutes of someone editing its source Google Sheets file.
- Combine a process split across several workflows into one workflowBring the parts of one process back into a single workflow, each running on its own trigger.
- Why didn't my workflow run automatically?Find out why an automatic run did not happen: paused triggers, unassigned automations, file changes, credits and plan limits.
- What are automation triggers?Learn what automation triggers are and how they work.
- Schedule examples: hourly, daily, month-end, quarterly and one-time runsWorked schedule examples for hourly refreshes, daily and weekly runs, month-end reports, quarterly, yearly and one-time runs.
- Run a workflow when another workflow finishesRun a workflow automatically when another workflow you own finishes running.
- Run a workflow when a form is submittedRun chosen automations the moment a Sheetgo Form receives a response.
- Stop a run when there's an errorConfigure your workflow's execution settings
- How to set up your workflow to run automaticallyLearn what are the triggers and how to use it to keep your spreadsheets updated even when you are offline
- What is a Sheetgo Form?Learn what a Sheetgo Form is and understand the logic behind it.
- Form Submissions with ApprovalRequire manual approval before form submissions reach your spreadsheet. Review, approve, or reject responses by email or from within the app.
- How do Sheetgo Forms work?Learn what a Sheetgo form is and references for creating, editing, and adding one to your workflow
- Create a new Sheetgo FormLearn how to create a Sheetgo Form and add it to your workflow
- Configure your Sheetgo FormsHeader syntax, the seven groups of configurations, and the complete reference table for Sheetgo Forms.
- Configure subquestions for Sheetgo FormsDependent follow-up questions whose options adapt based on the answer to the main question.
- Organize your Sheetgo FormsLearn different configurations to optimize your forms layouts
- Edit a Sheetgo FormLearn how to edit and sync an existing form
- Publish and customize a Sheetgo FormLearn how to generate a link to easily share your forms and edit its appearance
- Add custom validation to your Sheetgo FormsLearn to use regular expression (regex) in your forms
- Use formulas to enhance your Sheetgo FormsLearn how you can combine Sheetgo forms configuration with spreadsheet formulas
- Autofilling Sheetgo Forms through the URLAutocomplete fields by passing values in the URL
Dashboards
Use the Sheetgo dashboard feature
- What is a Sheetgo Dashboard?Learn the benefits of using Sheetgo to showcase data from your workflows
- Create a Sheetgo DashboardVisualize and share data from your Google Sheets
- Adding new information to a DashboardAdd charts, tables and indicators to a Dashboard
- Editing a DashboardLearn how to label and arrange items in a Dashboard
- Share a DashboardShare a dashboard on the web, in an email or download it as a PDF
- Downloading individual charts from a DashboardLearn how you can save graphs from your dashboard on your computer
- Troubleshooting a DashboardCommon errors and how to fix them
- Advanced data table featuresEnhance data tables with filters, sorting, and interactive elements
- How to create your Sheetgo dashboardGet started with the dashboard feature
API
Connect an API to your Sheetgo Workflow
- Use an API endpoint as a DestinationExpose workflow automation results at a private, on-demand API endpoint that external systems can read.
- Use Webhook as a DestinationPush workflow automation results automatically to any external HTTP endpoint.
- Clean and format REST API data with the AI ProcessorAutomatically clean and normalize API data before it reaches your spreadsheet — no formulas or post-processing needed.
- Use dynamic placeholders in API connectionsKeep API connections up to date automatically using live values from your spreadsheet.
- A1 Notation in API Source — Basic GuideUse cell references ({{TabName!CellRef}}) in your API Source URL, headers, or body to pull live values from your destination Google Sheet at run time.
- A1 Notation in API Source — Advanced GuideFull reference for the {{...}} placeholder syntax in API Source: render modes, string, numeric, and date filters, with complete examples and error-handling behaviour.
- Connect an API to a spreadsheetLearn how you can use an API link as a source on a workflow
- Set up refreshing tokensAuthorize API requests with Oauth2
- Add pagination to get more dataFetch more than one page of data from an API
- Connect Shopify via API / HTTP Request (advanced)Connect your Shopify account directly to Google Sheets
- Integrate Xero with Google SheetsConnect Xero to Sheetgo and automatically sync accounting data to Google Sheets using the Xero API.
- Integrate Quickbooks with Google Sheets
- Integrate JIRA with Google SheetsAutomate your project tracking
- Use Webhook as a sourceLearn how to set up a Webhook as a source in Sheetgo to receive data from external apps and services via HTTP POST request.
- Using the AI data processorLearn when to use Process with AI for spreadsheet rows or document extraction, and how to write instructions that produce useful results.
- Connect Shopify to SheetgoConfigure Shopify store to include their data in your workflows.
- Fetch data from ShopifyLearn how to leverage store data in your workflows
- Setting up your own OpenAI accountConnect your paid OpenAI account to Sheetgo to use custom AI models, configure advanced settings, and deploy your GPTs in automations.
- How to generate a Sheetgo API keyLearn how to create, copy, and revoke a Sheetgo API key from your account page.
BigQuery
Connect BigQuery to your Sheetgo automations
- Connect to BigQueryLearn about the necessary permissions to import data from a BigQuery table
- Use BigQuery as a sourceBring data from your BigQuery database to a workflow
- Use BigQuery as a destinationLearn how to transfer data to a BigQuery table
- Create documents using BigQuery dataAutomatically generate documents and PDFs with data from a BigQuery table using Sheetgo
- Get permissions for BigQueryEverything you need to use BigQuery as a source or as a destination