See workflow automation in action

Each article below walks through a specific automation, from routing approvals to keeping sheets in sync.

Route approvals and updates

  • Request approvals: Pause a workflow until a stakeholder approves or declines.
  • Request updates: Solicit updates from collaborators. Choose which columns you'd like collaborators to see in your requests, and send them at specific times or on a recurring basis. 
  • Assign people: Add a contact to a row automatically when criteria are met.

Notify people and generate documents

Update and organize rows

  • Change a cell value: Update text, dropdown, or checkbox values automatically.
  • Move rows: Move rows to other sheets to streamlines a sheet, so your team can focus on the most relevant work items. The moved rows are added to your destination sheet and removed from your source sheet.
  • Copy rows: When you need to maintain a record of work items on multiple sheets, copy row adds duplicates to the destination sheet without removing the rows from your source sheet.