Automate Your Spreadsheets

If you’re still manually updating spreadsheets, sending files back and forth over email, or trying to manage formulas and reports across multiple platforms, you’re not alone. For many South African SMEs, spreadsheets remain a core part of daily operations. But the manual effort involved often leads to delays, inconsistencies and wasted time.

The good news is that you can now automate your spreadsheets from Excel to Google Sheets and streamline everything from reporting and data entry to real-time collaboration.

Why Automate Your Spreadsheets: From Excel to Google Sheets?

Automating your spreadsheets reduces repetitive tasks, improves accuracy and frees up your team to focus on work that matters. Whether you’re working in Excel or Google Sheets, automation tools can be used to create workflows that automatically fetch data, apply formulas, update dashboards and notify relevant team members.

Many South African businesses are already using automation to:

• Generate financial reports at month-end without manual input
• Update sales pipelines in real-time as leads come in
• Track stock levels automatically and alert the team when items run low
• Sync payroll data with HR systems
• Create custom dashboards that pull in live figures from multiple sources

These aren’t just small time-savers, they add up quickly when your team is working on dozens of spreadsheets a day.

Excel, Google Sheets, or Both?

Most businesses still use Excel for its robust features. But more and more teams are shifting to Google Sheets for its ease of collaboration and cloud access. The good news is you don’t have to pick one over the other, RPA tools allow you to automate across both platforms.

For example, you can create a workflow that pulls data from an Excel sheet on your desktop, pushes it to a Google Sheet for real-time access, and notifies your manager via email once complete. No copying, no pasting, and no risk of version errors.

What Can You Automate?

Here are a few common spreadsheet tasks that are perfect candidates for automation:

• Data entry and clean-up: Automatically capture data from emails, CRM platforms, or web forms and input it directly into your sheets.
• Report generation: Schedule automated reports that compile key data every week or month.
• Formulas and calculations: Apply consistent formulas across datasets without manual adjustments.
• Task tracking: Use Google Sheets as a live task board, with automatic status updates and due date reminders.
• Data consolidation: Merge multiple spreadsheets into a master file in just seconds.

Automating Your Spreadsheets: From Excel to Google Sheets Doesn’t Need to Be Complex

With the right automation solution in place, your business can scale faster, reduce admin overhead and improve collaboration across teams. You don’t need a developer or complex setup to start seeing results; just a clear understanding of your current spreadsheet processes and what you’d like to streamline.

Let us show you how simple it can be.