Product Updates - June 8, 2021 - Automations and Integrations

What’s new?


Automations and Integrations

We’re programmatically thrilled to announce the beta release of no-code automations and integrations in Spreadsheet.com.

Now you can quickly and easily automate repetitive work and integrate with other popular work tools using Spreadsheet.com Automations built right into your spreadsheets. For example, you can create automations to:

  • Notify task owners 2 days before each task’s start date
  • Send a Slack notification to the entire team when a deal is closed
  • Move a row to a different worksheet when a ticket is archived

Automations can be created by anyone. You don’t need to know how to write code or create complicated scripts.

Video: Introduction to Automations and Integrations (6 mins):

Creating and Editing Automations

To create an automation click the robot icon in the upper right of your workbook’s header:

AutomationsButton

You’ll be taken to a library of over 50 automation recipes. Recipes are ready-to-use automation templates that are fast and easy to start from.




Automation recipes available today include:

  • Send a custom notification to Spreadsheet.com users when a date arrives
  • Create, update, copy, or move a row from one worksheet to another when a column value changes
  • Send a notification to Slack or Microsoft Teams when a column value changes
  • Send an email from your Gmail account when a Form is submitted

Spreadsheet.com automations are defined visually in a workflow editor. Each automation always has one Trigger block and one or more Action blocks. The trigger block determines when the automation will run, and the action blocks define the actions that will be performed.



You can optionally add conditional logic by inserting any number of condition blocks:




Each action block can have multiple actions and you can reorder them to determine the execution sequence:




Custom notification messages and emails can include row data by inserting column placeholders in the subject and message body:


CustomMessage

When creating, moving, copying, or updating rows in an automation, a row mapper dialog provides an easy way to map data from the source row to the target – even when mapping data across worksheets in different workbooks:



Validation and Testing

Spreadsheet.com validates each automation before saving it, highlighting any incomplete blocks and showing you what needs to be added before the automation can be run:

AutomationValidation


Automations can be easily tested before they are deployed using the Test run feature, allowing you to select a row from the worksheet to do a test run on. This results in a run log that you can inspect for accuracy:



Automation Activity and Run History

Spreadsheet.com stores a run log of every automation execution. You can access the run history and individual run logs for each automation from the Worksheet Automations panel:



You can also see a full history of automation activity at the workbook and individual worksheet level in the Automation Activity panel, which also shows workspace-level automation quota information:




You’re feedback and suggestions

We’re looking forward to your feedback and ideas for how we can improve automations, including your wish lists for other apps and sites to connect to, additional trigger and action types, and more. Meanwhile we have many enhancements planned including a dedicated set of recurring automation capabilities.

8 Likes

This automation visual workflow is awesome! Thanks for the great update.

3 Likes