Spreadsheet Automation Is Right At Your Fingertips
No matter how many tools we add to our stack, spreadsheets are ubiquitous and their usage and use cases are staggering. They’re the universal language of business.
Even companies that invest heavily in expensive BI tools find their employees reverting back to their trusty spreadsheet.
Automating spreadsheet tasks and reports is changing the game for spreadsheet users, from large enterprises, to Shopify store owners.
Without Spreadsheet Automation:
Users spend 45% more time in their spreadsheets
Spreadsheet data becomes stale
Data accessibility to your tech stack is difficult
Manual tasks lead to data discrepancies
Spreadsheets cannot act as a single source of truth
Spreadsheet automation and connectivity unleash the true power of your spreadsheet.
So, how do I get started?
Think about the places you and your team are putting in too much manual, redundant work in your spreadsheets. Write those tasks down and prioritize them. Then automate them in just a few steps.
4 Easy Steps for Automating Your Spreadsheets
Step 1:
Eliminate Manual Data Exports from Your Business Systems
Automating data imports is the first step to making magic happen in your spreadsheet.
Stop working off stale and faulty data from highly manual, copy-paste, less-than-accurate processes for your reports, dashboards, and analysis.
Eliminate this cycle of wasted time and subpar results with one-click connectors for your business systems to Google Sheets or Excel.
Use GPT Copilot to Build Formulas, Pivot Tables, and Charts for You
AI has changed the way we work. You can now access GPT functionality right inside of your sheets.
15+ new GPTx functions allow you to clean lists, generate copy or code, categorize products, tag sentiment, and so much more all within your pre-existing workspace.
And, use text instructions to generate formulas, charts, and pivot tables. Expect much more to come in this space.
Step 3:
Copy Pre-Built Dashboards
Visualizing your data is critical for uncovering insights. But, not all of us are spreadsheet experts and can build beautiful charts, dashboards or use advanced formulas that make them tick.
There are tons of free templates available for Google Sheets and Excel. We have our own library of Google Sheets templates that you start using in a single click.
Feel free to download and customize each template as you see fit.
Steps one and two will likely eliminate many of the manual tasks you’re performing in spreadsheets. If you still have tasks on your list you need to prioritize, macros are all you need!
Macros allow you to record tasks in your spreadsheet and automate them with no code. With macros, you can automate countless spreadsheet tasks, including:
“We no longer need to pull static reports from HubSpot and we can automatically get enriched data for reporting.”
“I save so much time. Instead of manually importing data, I’m automating both ranking systems within my teams and sharing reports with clients.”
Gavin MedoleBusiness Development at DemandZEN
“I was copy-pasting data from my data warehouse. Now, I have time to drive better insights.”
Blair ChenaultFounder/CEO at Flashtract
“Instead of worrying about pulling data from Salesforce manually each week, I know the data is going to be there. So, I’m able to just push ‘update’ on several slide decks, rather than manually pulling for the deck each time.”
Brendan FlynnSales Operations at Klaviyo
“I can actually focus on my job since maintaining and refreshing reports is no longer something I have to remember and commit bandwidth to, especially when I’m maintaining multiple analyses across the org.”
Alex PanRevenue Strategy at Unity
“So much less time spent on data wrangling for general analysis and data snapshots. It’s all automated!”
Vivek VoonnaSystems Manager at Qualified
“I’m spending less time doing the grunt work of exporting reports and uploading them and more time on analyzing data and creating powerful charts and graphs for leadership.”
Alicia AnderaSales Operations at BetterLesson
“Automated data imports and alerts from my spreadsheet data drive accountability through insights. So much redundancy from my life has been eliminated.”
Rudy KulkarniStrategy & Ops at SolvHealth
“We no longer need to pull static reports from HubSpot and we can automatically get enriched data for reporting.”
“I save so much time. Instead of manually importing data, I’m automating both ranking systems within my teams and sharing reports with clients.”
Gavin MedoleBusiness Development at DemandZEN
“I was copy-pasting data from my data warehouse. Now, I have time to drive better insights.”
Blair ChenaultFounder/CEO at Flashtract
“Instead of worrying about pulling data from Salesforce manually each week, I know the data is going to be there. So, I’m able to just push ‘update’ on several slide decks, rather than manually pulling for the deck each time.”
Brendan FlynnSales Operations at Klaviyo
“I can actually focus on my job since maintaining and refreshing reports is no longer something I have to remember and commit bandwidth to, especially when I’m maintaining multiple analyses across the org.”
Alex PanRevenue Strategy at Unity
“So much less time spent on data wrangling for general analysis and data snapshots. It’s all automated!”
Vivek VoonnaSystems Manager at Qualified
“I’m spending less time doing the grunt work of exporting reports and uploading them and more time on analyzing data and creating powerful charts and graphs for leadership.”
Alicia AnderaSales Operations at BetterLesson
“Automated data imports and alerts from my spreadsheet data drive accountability through insights. So much redundancy from my life has been eliminated.”
Rudy KulkarniStrategy & Ops at SolvHealth
“Automating business systems’ data into spreadsheets – I’ve cracked the code for self-serve reporting on my team!”
Ronald MonillasData Analyst at Realtor.com
“With automation, I’ve turned my Google Sheets into real-time dashboards.”
Matt SansoneRevOps at Teleport
“Our dashboards have reached a completely new level of actionability and responsiveness. Being able to automate fresh data from various sources and use the flexibility of spreadsheets to visualize them is a game-changer.”
Marcin LejmanGM & Digital Transformation at Raqtan
“I no longer have to worry that co-workers and managers get the right answers at the right time. They simply get a Slack and have all the data.”
Peter HaberlDelivery Exec at Nordcloud
“Spreadsheets are tedious enough to begin with. Why manually update, import and refresh data when Coefficient does it all for you? It’s really benefited me in my role.”
Morgan YoungData Analyst at Impact
“Automation allowed me to have custom insight into the business and avoid limitations that I have in HubSpot.”
Dylan FirnCCO at Goki
“My time was optimized by 60%! I don’t have to worry about extracting manual reports.”
Renata FrancaPartner Sales at Zendesk
“Sticky integration problems plagued so many of us. But, not any longer.”
Michael LowingerOperations at ZeroEyes
“Setting automated data refresh cadences has saved me multiple hours every week, and automated email alerts have enabled me to keep stakeholders informed.”
Braden MossbargerAnalytics & Strategy at Contentful
“Automating Salesforce objects into spreadsheets means not worrying about “is this version of the spreadsheet up-to-date?”
Vaughn Fortier-ShultzData Analytics & Insights at Cooperman College Scholars
