Sheetgo: The Best Spreadsheet Automation Tool

If you’re an Excel or Google Sheets user looking for a way to simplify your workflows and save time, Sheetgo is definitely worth checking out.

With its no-code approach and user-friendly interface, it’s a great way to streamline your processes and make your work more efficient. 

The CEO of Sheetgo, Yannick, has been focused on online software, spreadsheets, and automation outside of Silicon Valley for the past 25 years. He believes that spreadsheets are the most popular productivity software in the world, and an important number of decisions are still made using them.

Video: The Story of Sheetgo – Interview with Yannick Rault, CEO of Sheetgo

However, spreadsheets can also be problematic as it’s difficult to synchronize data and control versioning and access. To solve this, Sheetgo allows users to create workflows visually in spreadsheets, empowering them rather than replacing them.

With Sheetgo, users can automate their work by creating workflows based on their spreadsheets. 

Sheetgo is available as a web app at, and users can transfer data between their spreadsheets in a workflow without needing the help of their IT department. 

The tool actually offers many features such as syncing data, consolidating multiple spreadsheets, distributing data, and filtering data with a condition or SQL query.

One of the biggest advantages of using Sheetgo is the ability to automate data transfers and consolidations. 

Users can create a workflow that automatically transfers data from one spreadsheet to another, eliminating the need for manual data entry.

This saves a significant amount of time and effort, allowing users to focus on analyzing and making decisions based on their data rather than spending hours manipulating it.

Sheetgo also allows users to collaborate and share data securely. 

This is particularly useful for teams working on the same project, as it eliminates the need for emailing spreadsheets back and forth. Instead, team members can access the same data in real-time, making it easier for everyone to stay up to date and make more informed decisions.

Sheetgo is constantly evolving and improving. I have been using this tool for quite some time now and my experience with Sheetgo is that the team is constantly adding new features and functionalities based on user feedback and needs.

They are also constantly exploring new integrations with other tools to make the user experience even more seamless.

Sheetgo Use Cases

One of the biggest advantages of Sheetgo is its flexibility. It can be used for a variety of applications, from generating invoices and reports to distributing field data. 

This makes it a valuable tool for businesses of all sizes and industries.

I personally use Sheetgo for streamlining and automating various spreadsheet-related tasks within my business. 

One specific example that comes to mind involves the process of lead generation, in which I collect lead data from multiple sources using various lead generation software.

As a result, I often end up with lead data scattered across several spreadsheets, which can be time-consuming and challenging to manage. Fortunately, Sheetgo offers a solution to this problem by enabling me to seamlessly combine and process multiple spreadsheets into a single, master spreadsheet.

Specifically, it allows me to quickly and easily identify verified unique lead data across all spreadsheets and exclude any duplicates, resulting in a clean, organized, and comprehensive master spreadsheet.

Sheetgo has proven to be an invaluable asset to my business, saving me both time and resources while simultaneously improving the accuracy and efficiency of my lead generation process. 

Attached below are a couple of screenshots that showcase this workflow in action: 

Here are a few other examples of how Sheetgo can be used:

Sales Data Management

Sheetgo can be used to manage sales data across multiple spreadsheets. 

A company might have several sales reps who each maintain their own spreadsheets tracking their sales. 

It can be used to automatically pull data from each of these spreadsheets and consolidate it into one master spreadsheet. 

This makes it easier for managers to track overall sales and identify trends, without having to manually gather and consolidate data from each sales rep.

Financial Reporting

Sheetgo can also be used to automate financial reporting.

Using Sheetgo, finance teams can generate accurate financial reports without having to manually gather and consolidate data from each department or location.

Project Management

Sheetgo can also be used to manage data for projects. 

A project manager might maintain several spreadsheets tracking different aspects of a project, such as timelines, budgets, and resource allocation. 

It enables project managers to track overall progress and identify areas that need attention.

Video: Project management template for Excel (WITH GANTT CHART)

Inventory Management

Sheetgo can be used to manage inventory data across multiple spreadsheets. 

Often, companies have multiple warehouses or locations that each maintain their own inventory spreadsheets, which can be a major problem.

Sheetgo helps inventory managers to track overall inventory levels, identify low stock items, and reorder products in a timely manner.

Video: Inventory lending template in Excel (WITH DASHBOARD)

Human Resources Management

Sheetgo makes it easier for HR managers to track employee information, such as performance reviews, vacation time, and salary changes, without having to manually gather and consolidate data.

Event Planning

Sheetgo can be used to manage event planning data across multiple spreadsheets.

Video: How Untitled Group automates accounting to simplify festival budgets across 15 units with Sheetgo

Social Media Management

A social media manager might maintain several spreadsheets tracking different aspects of their social media campaigns, such as engagement rates, follower growth, and content calendars. 

Sheetgo makes it easier for social media managers to track overall performance and identify areas for improvement.

These are just a few examples of how Sheetgo can be used to manage data across multiple Excel spreadsheets. 

With its user-friendly interface and flexible features, Sheetgo can be adapted to a wide range of use cases, making it a valuable tool for businesses of all sizes and industries.

Sheetgo Best Practices

Here are some best practices for using Sheetgo. By following these best practices, you can ensure accurate, efficient, and secure Sheetgo workflows.

a) As your data and workflows evolve, it’s important to regularly review your workflows to make sure they’re still meeting your needs. 

This can involve checking for any errors or inconsistencies in your data, as well as ensuring that your workflows are still optimized for efficiency and accuracy.

b) While Sheetgo offers secure data transfer and storage, it’s always a good idea to have a backup of your data in case of unexpected errors or data loss.

c) Filters are a powerful tool in Sheetgo that allow you to selectively transfer data based on specific criteria. You can learn more about filters here. 

d) Error handling is another powerful feature in Sheetgo. Learn more about workflow error settings here.

e) Version control is an important practice for managing workflows in Sheetgo. Learn more about it here. 


Users can sign up for a free trial to try out the platform and see if it meets their needs. There are also different pricing plans available, depending on the user’s needs and budget.

The pricing plans can be found at the following link:

Final thoughts

In today’s world, where data is constantly being generated and analyzed, spreadsheets have become an indispensable tool for businesses of all sizes. 

Managing spreadsheets can be a daunting task, especially when dealing with large amounts of data. 

This is where Sheetgo comes in, a no-code platform that empowers Excel or Google Sheets users to create smart systems while saving time and resources.

Sheetgo is designed to be user-friendly and easy to use, even for those who are not familiar with coding or programming.

And with the ability to collaborate and share data securely, it makes it easier for teams to work together and make more informed decisions.

Overall, it’s definitely a powerful tool that can save Excel and Google Sheets users a significant amount of time and effort.

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