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DocFlow

How to build your first workflow

Connect a Google Sheet to a sequence of tasks that run automatically on every new row.

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Works withGoogle SheetsGoogle Docs
  1. 1

    Open the Google Sheet you want to automate and click Extensions → DocFlow → Open DocFlow.

  2. 2

    Click "New workflow" to open the workflow editor.

  3. 3

    Choose your trigger source — pick the sheet whose new rows should start the workflow.

  4. 4

    Add one or more tasks to the workflow and map your sheet columns into each task's fields:

    • Create a Google Doc, Sheet, or Slides file from a template.
    • Send an email, SMS, or WhatsApp message.
    • Post a notification to Slack, Discord, Telegram, or Google Chat.
    • Create a task in Asana, Trello, Todoist, Notion, or Airtable.
  5. 5

    Save the workflow. DocFlow runs it automatically for each new row, and you can watch results under Recent runs in the sidebar.

Troubleshooting

If a workflow doesn't run, confirm the trigger sheet is correct and that you've connected the integration each task needs under Extensions → DocFlow → Manage connections.