> ## Documentation Index
> Fetch the complete documentation index at: https://docs.superjoin.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Automate Google Sheets Using Workflows

> Learn how to automate your workflows in Google Sheets with Superjoin. Follow this step-by-step guide to create, configure, and manage workflows effortlessly, allowing you to streamline data processes and automate actions based on specified triggers.

<Check> Only available on Google Sheets </Check>

## Follow the quickstart guide to get started with Superjoin 🚀

<CardGroup cols={2}>
  <Card title="Quickstart" icon="flag-checkered" iconType="duotone" href="/quickstart">
    Install Superjoin in under a minute and start pulling your data instantly.
  </Card>

  <Card title="Common Issues" icon="life-ring" iconType="duotone" href="/issues-launching-superjoin">
    We've listed down common issues that you might face & how to fix it.
  </Card>
</CardGroup>

## Steps to get up and running with Workflows ✨

<Warning>
  Ensure Superjoin is installed and working before following the rest of the guide. Link to quick start guide is shared above.
</Warning>

<Steps titleSize="h2">
  <Step title="Open Create Drawer">
    Click on the `+ Create` button. This will open the create drawer at the bottom of the side-panel screen.

    <Frame>
      <img src="https://mintcdn.com/superjoin/ko3_UmqC3SF-ISko/images/workflows/1.png?fit=max&auto=format&n=ko3_UmqC3SF-ISko&q=85&s=15307b25a0b328509299826bc2986a44" width="1386" height="1288" data-path="images/workflows/1.png" />
    </Frame>
  </Step>

  <Step title="Create Workflows">
    Click on `New Workflow`. This will take you to the worklow creation page.

    <Frame>
      <img src="https://mintcdn.com/superjoin/ko3_UmqC3SF-ISko/images/workflows/2.png?fit=max&auto=format&n=ko3_UmqC3SF-ISko&q=85&s=12ab7babf19bb2eb8f06c59cc8242e8c" width="1386" height="1288" data-path="images/workflows/2.png" />
    </Frame>
  </Step>

  <Step title="Rename Workflow">
    Click on the pencil icon near `Workflow 1`. This will let you edit the workflow name.
    <Warning>You can't edit this later! Once created, a workflow can't be edited.</Warning>
    <Info>We will cover how to duplicate a workflow later in this guide.</Info>

    <Frame>
      <img src="https://mintcdn.com/superjoin/ko3_UmqC3SF-ISko/images/workflows/3.png?fit=max&auto=format&n=ko3_UmqC3SF-ISko&q=85&s=38b67182db425789c7d315556421988b" width="1386" height="1288" data-path="images/workflows/3.png" />
    </Frame>
  </Step>

  <Step title="Confirm New 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.

    <Frame>
      <img src="https://mintcdn.com/superjoin/ko3_UmqC3SF-ISko/images/workflows/4.png?fit=max&auto=format&n=ko3_UmqC3SF-ISko&q=85&s=687b9a9ebbcb6b38115dd7a1dcb93939" width="1386" height="1288" data-path="images/workflows/4.png" />
    </Frame>
  </Step>

  <Step title="Select Trigger Type">
    Click on the `Trigger Type` dropdown to select a trigger for our workflow.

    <Info>A trigger is an event which, when fired, will run the associated workflow.</Info>

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

    <Frame>
      <img src="https://mintcdn.com/superjoin/ko3_UmqC3SF-ISko/images/workflows/5.png?fit=max&auto=format&n=ko3_UmqC3SF-ISko&q=85&s=57b387dedb3a0a83e66b98bbefe61dd4" width="1386" height="1288" data-path="images/workflows/5.png" />
    </Frame>
  </Step>

  <Step title="Select 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.
    <Tip>You can also use other intervals like `Hourly`, `Daily` and `Weekly`</Tip>

    <Frame>
      <img src="https://mintcdn.com/superjoin/ko3_UmqC3SF-ISko/images/workflows/6.png?fit=max&auto=format&n=ko3_UmqC3SF-ISko&q=85&s=8531df1d6336ef8ad230062d7704a814" width="1386" height="1288" data-path="images/workflows/6.png" />
    </Frame>
  </Step>

  <Step title="Other Triggers - Import Refresh">
    We also have another trigger called `Import Refresh` which fires whenever the data
    of the selected sheet refreshes (either manually or through a schedule).
    <Note>It does not trigger when changing a sheet's data by hand.</Note>

    <Frame>
      <img src="https://mintcdn.com/superjoin/ko3_UmqC3SF-ISko/images/workflows/7.png?fit=max&auto=format&n=ko3_UmqC3SF-ISko&q=85&s=f351a8ab85befe13651dbcac60a5eb0a" width="1386" height="1288" data-path="images/workflows/7.png" />
    </Frame>
  </Step>

  <Step title="Actions">
    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.
    <Note>If the trigger for your workflow is an import refresh then that sheet cannot be an import refresh action.</Note>

    <Frame>
      <img src="https://mintcdn.com/superjoin/ko3_UmqC3SF-ISko/images/workflows/8.png?fit=max&auto=format&n=ko3_UmqC3SF-ISko&q=85&s=b6cce970dc41162f941825b2176797e3" width="1386" height="1288" data-path="images/workflows/8.png" />
    </Frame>
  </Step>

  <Step title="Action - Send Screenshot">
    After selecting the send screenshot action, pick the sheet that you want screenshotted.
    <Note>You can type the name of the sheet and search in the dropdown.</Note>

    <Frame>
      <img src="https://mintcdn.com/superjoin/ko3_UmqC3SF-ISko/images/workflows/9.png?fit=max&auto=format&n=ko3_UmqC3SF-ISko&q=85&s=32cf7f5ff10d94b4c70f4eae23b29f63" width="1386" height="1288" data-path="images/workflows/9.png" />
    </Frame>
  </Step>

  <Step title="Select Range for screenshot">
    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.

    <Frame>
      <img src="https://mintcdn.com/superjoin/ko3_UmqC3SF-ISko/images/workflows/10.png?fit=max&auto=format&n=ko3_UmqC3SF-ISko&q=85&s=e62cd37ec3168014881f1dda6c58e5e6" width="1386" height="1288" data-path="images/workflows/10.png" />
    </Frame>
  </Step>

  <Step title="Connect Slack (Optional)">
    If you wish to send the screenshot to a slack channel, follow
    [this](slack)
    guide to connect your slack account.
  </Step>

  <Step title="Select Channel - Email">
    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.

    <Frame>
      <img src="https://mintcdn.com/superjoin/ko3_UmqC3SF-ISko/images/workflows/11.png?fit=max&auto=format&n=ko3_UmqC3SF-ISko&q=85&s=5ba86758bbca28d22e48fd4653c2dcc3" width="1386" height="1288" data-path="images/workflows/11.png" />
    </Frame>
  </Step>

  <Step title="Send Preview">
    You can test your action by clicking the send preview button and verify if everything is
    connected correctly.

    <Frame>
      <img src="https://mintcdn.com/superjoin/ko3_UmqC3SF-ISko/images/workflows/12.png?fit=max&auto=format&n=ko3_UmqC3SF-ISko&q=85&s=7296f53206a8b1d877f2a167f6c5215b" width="1386" height="1288" data-path="images/workflows/12.png" />
    </Frame>
  </Step>

  <Step title="Save Action">
    After the preview has been sent successfully, you can save the action and continue adding more actions to your
    workflow.
    <Warning>Saving an action does not save the workflow and if you go back to the home screen, you will lose your current work.</Warning>

    <Frame>
      <img src="https://mintcdn.com/superjoin/ko3_UmqC3SF-ISko/images/workflows/13.png?fit=max&auto=format&n=ko3_UmqC3SF-ISko&q=85&s=324c07754393cecff813f000aeda487b" width="1386" height="1288" data-path="images/workflows/13.png" />
    </Frame>
  </Step>

  <Step title="Save 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.

    <Frame>
      <img src="https://mintcdn.com/superjoin/ko3_UmqC3SF-ISko/images/workflows/14.png?fit=max&auto=format&n=ko3_UmqC3SF-ISko&q=85&s=6ef3bcd7aec608bcc169f76cf3c44544" width="1549" height="1228" data-path="images/workflows/14.png" />
    </Frame>
  </Step>

  <Step title="Pause or Unpause a Workflow">
    Use the toggle to pause or unpause your workflow.

    <Frame>
      <img src="https://mintcdn.com/superjoin/ko3_UmqC3SF-ISko/images/workflows/15.png?fit=max&auto=format&n=ko3_UmqC3SF-ISko&q=85&s=9cdd82fda24bd92afca06099d9147013" width="1609" height="1231" data-path="images/workflows/15.png" />
    </Frame>
  </Step>

  <Step title="More Options">
    Click the three dots to view more options like delete, duplicate and workflow execution history.

    <Frame>
      <img src="https://mintcdn.com/superjoin/ko3_UmqC3SF-ISko/images/workflows/16.png?fit=max&auto=format&n=ko3_UmqC3SF-ISko&q=85&s=42fd12f94103e10ce392dc2a30de0fdf" width="1609" height="1231" data-path="images/workflows/16.png" />
    </Frame>
  </Step>

  <Step title="Delete Workflow">
    Click the trash icon in the more options menu and then click the `Delete` button.

    <Frame>
      <img src="https://mintcdn.com/superjoin/ko3_UmqC3SF-ISko/images/workflows/17.png?fit=max&auto=format&n=ko3_UmqC3SF-ISko&q=85&s=57fc867c9d82c31bdb1706f042de629c" width="1609" height="1231" data-path="images/workflows/17.png" />
    </Frame>
  </Step>
</Steps>
