Automation Examples

Practical Google Sheets and Drive automations you can set up in under two minutes with FileDrop. Each one solves a real workflow problem.

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New data automations

1. Notify sales the moment a new lead comes in

A Google Form or FileDrop form feeds responses into a Sheet. The instant a new row lands, email your sales team with the full lead details — name, company, message — so nothing sits unread.

Setting Value
Source Google Sheet (form responses tab)
Trigger New row added
Action Email
To sales@yourcompany.com
Subject New lead: {column:A} from {column:B}
Body Name: {column:A}\nCompany: {column:B}\nEmail: {column:C}\nMessage: {column:D}\n\nView sheet: {sheet_url}

2. Auto-reply to whoever submitted

New row contains the submitter’s own email address. Send them a personalised confirmation automatically — no manual follow-up needed.

Setting Value
Source Google Sheet
Trigger New row added
Condition Column Email is not empty
Action Email
To {column:Email}
Subject We received your submission, {column:Name}
Body Hi {column:Name},\n\nThanks for getting in touch. We'll review your submission and be in touch within 1 business day.

3. Slack your team when a high-value deal is added

Filter on deal size so only high-value leads hit the channel — not every row.

Setting Value
Source Google Sheet (CRM or pipeline tab)
Trigger New row added
Condition Column Value greater than 10000
Action Slack
Webhook #deals channel webhook
Message 🚀 New deal: *{column:Company}* — ${column:Value}\nOwner: {column:Owner}\n{sheet_url}

Status change automations

4. Approval flow — notify + timestamp in one step

When someone marks a row Approved, email the requester and write the approval date back into the sheet automatically.

Setting Value
Source Google Sheet
Trigger Cell change — Column: Status, Value: Approved
Action 1 Email to {column:RequestorEmail}
Subject Your request has been approved
Body Hi {column:Name},\n\nYour request ({column:RequestID}) was approved on {triggered_at}.\n\nNo further action needed.
Action 2 Update sheet row — Column ApprovedAt, Value {triggered_at}

5. Escalate overdue items to a manager

When a row is marked Overdue, post immediately to the right channel so nothing slips.

Setting Value
Source Google Sheet (project tracker or invoices tab)
Trigger Cell change — Column: Status, Value: Overdue
Action Google Chat
Webhook Your management space webhook
Message ⚠️ Overdue: *{column:A}* — assigned to {column:Owner}\nDue: {column:DueDate}\n{sheet_url}

6. Trigger your own API when a row is updated

When a payment, order, or ticket row changes status, POST the full row data to your internal API so your system stays in sync — no polling, no delay.

Setting Value
Source Google Sheet
Trigger Cell change — Column: Status
Action Webhook
URL https://your-api.com/webhooks/sheet-update
Payload FileDrop sends { row_number, column, old_value, new_value, row_data: {...} }

Drive folder automations

7. Get notified when a client delivers files

A client uploads contract documents, design files, or deliverables to a shared Drive folder. Email your team the instant the file lands — with a direct link to open it.

Setting Value
Source Drive Folder
Trigger New file in folder
Action Email
To projects@yourcompany.com
Subject New file from client: {file_name}
Body A new file has been uploaded to {folder_name}.\n\nFile: {file_name}\nOpen: {file_url}\nTime: {triggered_at}

A contract, SLA, or NDA lives in Drive. Any edit triggers an immediate notification to the team responsible for it.

Setting Value
Source Drive Folder (contracts folder)
Trigger File modified
Action Slack
Webhook #legal channel webhook
Message 📝 Contract edited: *{file_name}*\nReview the changes: {file_url}

Scheduled automations

9. Weekly backup to Drive every Monday morning

Keep a dated snapshot of a critical spreadsheet — pipeline, budget, inventory — that you can roll back to. Runs automatically before the week starts.

Setting Value
Source Google Sheet
Trigger Scheduled — Weekly, Monday at 8:00 AM
Timezone Your local timezone
Action Backup sheet
File name {sheet_name} — {date}
Format Google Sheet
Delivery Save to Drive folder

10. Email an Excel report to your manager every Friday

Export the week’s data as an Excel file and have it land in your manager’s inbox before the weekend — without touching the computer.

Setting Value
Source Google Sheet
Trigger Scheduled — Weekly, Friday at 5:00 PM
Timezone Your local timezone
Action Backup sheet
File name Weekly report — {date}
Format Excel (.xlsx)
Delivery Email to up to 5 addresses

11. Keep a contacts sheet clean with weekly deduplication

A shared contacts or leads sheet accumulates duplicates over time. Run a dedup scan every week and let FileDrop remove them automatically.

Setting Value
Source Google Sheet (contacts or leads tab)
Trigger Scheduled — Weekly, Sunday at 2:00 AM
Timezone Your local timezone
Action Remove duplicates
Key column Email (or whichever column defines a unique record)
Keep First occurrence

Template variable reference

Variable Available in Resolves to
{column:A} Sheet triggers Value in column A of the changed row
{column:Status} Sheet triggers Value in the column with header “Status”
{row_number} Sheet triggers Row number of the changed row
{old_value} Cell change Previous cell value
{new_value} Cell change New cell value
{column_letter} Cell change Which column changed (e.g. B)
{file_name} Drive triggers Name of the new/modified file
{file_url} Drive triggers Direct Google Drive link to the file
{mime_type} Drive triggers MIME type of the file
{sheet_url} Sheet triggers URL to open the source spreadsheet
{sheet_name} All Name of the spreadsheet
{sheet_tab} Sheet triggers Name of the specific sheet tab
{folder_name} Drive triggers Name of the monitored folder
{automation_name} All Name of this automation
{triggered_at} All ISO timestamp of when the run fired
{date} Backup file name Today’s date (YYYY-MM-DD)
{time} Backup file name Current time (HH-MM)
{datetime} Backup file name Date and time combined

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