Google Sheets is increasingly becoming the source of truth for parts of many businesses. Spreadsheets can be spun up quickly to collect and use data with minimal training. They are also cheap and flexible. Spreadsheets are a new informal data layer inside businesses.
Being able to use and take action on that data is where it gets tricky. Keeping sheets organized and in sync is time consuming and prone to mistakes.
At Lido, we are spreadsheet automation!
In this article we will walk you through six key ways you can automate Google Sheets using Lido - the spreadsheet automation platform.
You’ve done all the work of getting leads. Now, make sure you follow up well to drive up the probability of closing deals!
If you’re collecting new leads that are being stored in a Google Sheet, a valuable spreadsheet automation is to automatically notify your internal team on when a new lead has come in.
Try these Google Sheets automations for managing leads:
Send Email Notifications for Google Forms
Send Email Notifications for Typeform Submissions
Send emails to different people based on a Google Sheets column
Send Slack messages when a new row is added to a Google Sheet
Send SMS from Google Forms Responses
Send Email When a New Row is Added to Google Sheets
Send Google Form responses to Slack Channel
Send Google Form responses to a new Slack Channel
Whether it’s an event registrations, leads, or new customer signups - you want to make sure your customers reliably get a welcome email with the critical information they need. With Lido, you can send personalized welcome emails that can use the data fields you’re collecting in sheets for each registration:
Try these Google Sheets automations for sending welcome emails and confirmations:
Send Email When a New Row is Added to Google Sheets
Send Email Notifications for Google Forms
Send Email Notifications for Typeform Submissions
Have you missed a key renewal or expiration? Tired of the manual hassle and things falling through the cracks.
You have data in your Google Sheet that could be customer records, tasks, orders, or other that have dates in them. You want to reliably remind your internal team, customers or partners take actions so things don’t fall through the cracks.
One of the most ways to automate Google Sheets is to send automated reminders and follow-ups based on dates.
With Lido you have infinite flexibility to set up date-based reminders from your Sheets data using regular spreadsheet functions.
This Google Sheet automation is very powerful:
Send emails based on dates in a Google Sheet
If you run your business from spreadsheets, you inevitably have your most important KPIs in Sheets. Keeping your team aligned is critical to success.
With this Lido automation, connect to any cell range in Sheets and send out KPIs on a schedule you determine by Slack, Email, SMS, or What’s App.
Try these Google Sheets automations for sending KPIs to your team:
Send daily KPI updates in Slack
Send daily KPI reports via SMS
You keep your customer list in spreadsheets. You want to use that list to send out emails personalized with the data from other columns.
With Lido its easy to email a customer list with personalized messages - all from a spreadsheet.
Try this Google Sheet automation:
If you need to make PDFs based on spreadsheet data for things such as invoices, letters, contracts, documents, it can be helpful to set up an automation directly from your spreadsheet data to automatically create PDFs from your Sheets data.
Try these Google Sheets automations for auto-creating PDFs:
Create PDFs by merging Google Sheets data into a template
Create PDFs from Google Forms responses
Create PDFs from Typeform responses
Autofill Google Docs with Google Sheets Data
Autofill Google Docs from Google Forms responses
You have key customer data in multiple spreadsheets and other systems such as databases, CRMs, and more and are tired of exporting CSVs. With this automation using Lido, you can pull them all together in one spreadsheet - with the data refreshed in realtime.
To bring multiple sources of data together in one spreadsheet, do the following:
Steps
1) Create a free account at lido.app/go/signup - we'll use Lido, a spreadsheet automation platform, to automate our data we leave in Sheets.
2) Create a new file
3) Click on "Connect Data" to connect to each datasource separately that you want to connect to. That can be a multiple spreadsheets, data from a database, API, CRM, and more.
4) All of your data will now be separate spreadsheets in Lido, refreshed realtime from their sources.
5) Picking your main spreadsheet of data to start with, add "Join Columns" from other spreadsheets to eventually have them all part of one table in Lido.
Now, you can use this single unified table for normal spreadsheet analysis or to drive any Lido automations.
We've shared six ideas how you can automate Google Sheets using Lido to save you time, improve follow-up, and prevent things from slipping through the cracks.
Let us know how it goes!
We're always happy to help out on our chat widget, jump on a demo call, or can set up the automations for you using our white glove onboarding.
Check out videos and guides on our Resources page.
