Automation & workflows

Schedule automatic refresh with workflows

Open Automation → Create Workflow, add one or more saved templates, then set the schedule (hourly, daily, weekly or monthly) in the Scheduler tab and click Apply and Schedule.

Create Workflow dialog with scheduler — Creating a scheduled workflow

Get email notifications and attachments

In a workflow's Emails tab, enable notifications on success or error, add recipients and a custom message, and optionally attach the sheet as XLSX, PDF or CSV.

Create automatic backups

In the Automatic Backups tab, enable Create a Google Spreadsheet Copy with a name prefix and timestamp format — every workflow run archives a dated copy of your data.

Set alerts on data values

In a workflow's Alerts tab, choose a range to monitor (e.g. a revenue column), a condition and a threshold — you'll get an email whenever a value matches during a workflow run.

Fix a broken workflow trigger

If a scheduled workflow stops, use Automation → Fix broken workflow trigger to reinitialize the timer. Spreadsheets Running Workflows shows all spreadsheets with active automation.