Understand connection, workflow and update

A Sheetgo workflow enables you to easily automate business processes using online spreadsheets. Here we explain the difference between connection, workflow, and update. 

What is a connection?

When you use Sheetgo to transfer data from one or multiple sheets (tabs) in a source spreadsheet to a destination spreadsheet, this is a connection.

Sheetgo is compatible with Google Sheets, Excel, CSV and TSV files stored in Google Drive.  Learn more about file compatibility here.

What is a workflow?

A Sheetgo workflow is an automated system of connected spreadsheets. Sheetgo allows data to flow between them, saving you time by cutting out repetitive manual work such as copy-pasting and emails. It also helps you to control data access and get accurate, up-to-date data, by streamlining and separating data flows.

You can design a Sheetgo workflow to automate any process e.g., project management, cash-flow monitoring, recruitment or inventory tracking.

A workflow consists of multiple connections between different spreadsheets. Inside a workflow, you have different spreadsheets for inputting data, analysis, and reporting.

What is an update?

Each time you "run" a connection, data is transferred from the source spreadsheet to the destination spreadsheet. This is an update. The data in your destination spreadsheet is refreshed.

In the Sheetgo web app, you can group your connections in workflows.

You can update an entire workflow (e.g., all connections in that workflow) manually by clicking Run workflow. If you want to update individual connections inside your workflow, go to Connections and click the sync arrow next to each connection.

If you want to schedule automatic updates to your workflow, click Schedule. This will update the entire workflow. You can select the time and frequency you want.

If you want to schedule automatic updates for individual connections, go to Connections, click on more () then Edit connection. 

2-way connections

A connection transfers data in one direction.  If you want to send data back in the opposite direction, you can create another connection.

You can use Sheetgo to send (filter) data from a central database to different colleagues, for example, if you're a project manager allocating tasks. Colleagues enter/update data in their own spreadsheets and the information is sent back to the central database via another Sheetgo connection. Read how to set up this kind of system here.

If you need more assistance or you'd like us to design a more advanced project for you, just send us a message via the chat and we'll be happy to help.