Automate Google Sheets Using Workflows

Click on the + Create button. This will open the create drawer at the bottom of the side-panel screen.

Click on New Workflow. This will take you to the worklow creation page.

Click on the pencil icon near Workflow 1. This will let you edit the workflow name.

Click on the tick (✔️) icon to cofirm the name. This will update the workflow’s name. Next, click on the Configre Trigger button to select the trigger for our workflow.

Click on the Trigger Type dropdown to select a trigger for our workflow.

Let’s start by selecting At Scheduled Time to run our workflow at a specified interval.

Click on the Interval Type dropdown to select the interval at which to run this workflow. Select Monthly to run the workflow on a particular date every month at the selected time.

We also have another trigger called Import Refresh which fires whenever the data of the selected sheet refreshes (either manually or through a schedule).

Click on New Action to open the new action side drawer. Here, you can select between two actions, Send Screenshot and Refresh Import. Select the screenshot action.

After selecting the send screenshot action, pick the sheet that you want screenshotted.

Click on start selection and wait for the sheet to open. Then start selecting the range and click on stop selection when you’re done.

If you wish to send the screenshot to a slack channel, follow this guide to connect your slack account.

We discussed how to select Slack as a channel for sending a screenshot in the previous step. For sending a screenshot via email, we just have to write the emails in the to field, which is auto-populated with the emails of other users in your workspace for your convenience. You can write the subject and body in the provided fields.

You can test your action by clicking the send preview button and verify if everything is connected correctly.

After the preview has been sent successfully, you can save the action and continue adding more actions to your workflow.

Click on save workflow to save your workflow. It will now start executing whenever the associated trigger is fired (for import refresh based trigger) or repeat at the scheduled frequency.

Use the toggle to pause or unpause your workflow.

Click the three dots to view more options like delete, duplicate and workflow execution history.

Click the trash icon in the more options menu and then click the Delete button.