Send information into a Google Sheet

What’s it handy for?

Keep track of the information collected by your workflow by automatically sending it to a Google Sheet. This might come in handy for things like tracking help desk requests, collecting continuous feedback, or managing a nomination process. 

A few uses for this workflow:

  • Sales: Gathering ongoing customer feedback 
  • Product: Collecting product feedback
  • Marketing: Tracking incoming requests
  • Team leaders: Archiving employee feedback, recognition, and projects

Anyone can trigger this workflow through the shortcuts menu, which then prompts them to fill out a form, and sends that information to a Google Sheet in real time. 

To get started:

  1. Install the Google Sheets app for Slack
  2. Download the example
  3. Navigate to Workflow Builder and select “Import”
  4. Once imported, edit the workflow to make sense for your team
  5. Publish and let everyone know about your masterpiece

See it in action:

  1. Install the Google Sheets app for Slack
  2. Import template, then assign the channel and shortcut name for your workflow
  3. Edit the form questions and confirmation message to fit your use case
  4. Connect your Google account, then select the spreadsheet where you’d like to store this information. Tip: Make sure your spreadsheet is ready to use before you connect it to your workflow. If you change the name of the document, individual sheet or columns, your workflow will break.
  5. Map the information your workflow collects to the columns in your spreadsheet
  6. Publish your workflow, and let your teammates know they don’t have to copy/paste information from their Slack channel to Google Sheets anymore!


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