Sheetgo: The Best Spreadsheet Automation Tool

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

It offers a no-code approach and user-friendly interface, making it easy to streamline processes and increase efficiency.

Sheetgo’s CEO, 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 that many important decisions are still made using them.

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

However, spreadsheets can also be problematic. It can be difficult to synchronize data and control versioning and access.

Sheetgo addresses this issue by allowing 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. The tool 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.

Sheetgo offers a wide range of features, including syncing data, consolidating multiple spreadsheets, distributing data, and filtering data with a condition or SQL query.

One of the biggest advantages is the ability to automate data transfers and consolidations. Users can create workflows that automatically transfer data from one spreadsheet to another, saving significant time and effort.

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.

Moreover, the tool is constantly evolving and improving. The team is always adding new features and functionalities based on user feedback and needs, and 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.

Personally, I use Sheetgo to streamline and automate various spreadsheet-related tasks within my business. One specific example 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.

Sheetgo can 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

You can make your project data management way easier by using Sheetgo.

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

Sheetgo 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.

Many companies have multiple warehouses or locations, each with their own inventory spreadsheets. This can create significant challenges for inventory management.

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

Video: Inventory lending template in Excel (WITH DASHBOARD)

Management of Human Resources

Sheetgo simplifies the process of tracking employee information for HR managers. This includes performance reviews, vacation time, and salary changes.

With Sheetgo, you can avoid manually gathering and consolidating data.

Event Planning

Sheetgo can also 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 may 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) Regularly review your workflows to make sure they’re still meeting your needs as your data and workflows evolve. 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) Although 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 also important for managing workflows in Sheetgo. Learn more about it here.


If you’re interested in trying out the platform before committing to a purchase, you can sign up for their free trial.

This will give you the opportunity to explore the platform and its features and ensure that it meets your needs.

During the trial, you’ll have access to all the features available with the paid plans, giving you a comprehensive understanding of the platform’s capabilities.

After completing the trial, you can choose from a range of pricing plans tailored to meet your specific needs and budget.

The plans are designed to be flexible and scalable, so you can upgrade or downgrade as needed.

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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