Google Workspace Add-on: Create a Workflow for Your Team

Are you only using Google for search? If that’s the case, then you’re missing out.

Google has a whole suite of products that you can use to accomplish just about anything you need. That goes for your home and your business, as well. It’s called Google Workspace.

And, in today’s article, we’re going to talk specifically about using Google Workspace to your advantage.

In this Google Workspace tutorial, we’re going to dive into what Google Workspace is, how it can help make your team more efficient, and how it can elevate your team’s collaboration to the next level. When you’re done reading this, you’ll wonder how you went so long without leveraging such a useful tool. So, let’s get going!

What Is Google Workspace?

Google Workspace is the collective suite of Google products. This product was formerly known as G Suite. It contains all of the collaborative and task management tools your team needs to get the job done.

All of these products can increase the efficiency of your team on their own. But Google felt that wasn’t good enough. The developers at Google took things to the next level.

Recently, Google Workspace has gained the ability to connect with workflows to help your team with automation. Certain apps within the Google Workspace suite act as “connectors” to your automation workflows. The apps Google can use to connect are Calendar, Docs, Contacts, Meet, Gmail, and Drive.

Defining Workflows

Within Google Workspace, your team can leverage the power of workflows. Odds are you and your team have more important things to do than mundane tasks like data entry and document management. Why not leverage Google Workspace to do those things for you?

Workspace can perform some powerful automation, too. You can take contact form submissions and put them into your CRM. You can also upload a document to Google Docs and send it to different departments automatically.

You can do more than just send a document. You can send each department the exact part of the document they need. Google Workspace can take a lot off of your plate.

Our Google Workspace Tutorial

Now that you know a little about what automation workflows are and how they operate, it’s time to get into our Google Workspace tutorial. We’re going to be diving into how you can automate document workflows in Google Docs.

When you’re looking to make an automation workflow, you have two options. The first option is to use an Add-on. This is the easiest way to do it.

Using Add-Ons

The downside is that Add-ons will only handle simpler automation workflows. If you need Google Workspace to do something more complex, you may need to enter code within the App scripts.

Add-ons are apps that you can add to Google Workspace. Each app is made for a specific purpose. You can purchase them from the Google Store for a one-time payment or monthly subscription fee.

If you’re going to customize your Google Workspace with add-ons, you must check out their customer support. You’ll want to have someone to contact in case you run into any problems.

Accessing Add-Ons for your app is a simple process. Once you’re on the main page for any app, like Google Docs, you can navigate to the Add-Ons menu across the top of the page.

From there, you’ll be taken to Google’s web store. You’ll be able to install any add-ons just by clicking the install button. The only difference would be if it’s a paid app.

If that’s the case, you’ll need to set up payment information before you’re able to use the add-on.

The Perfect Add-On for Google Workspace Automation

Using an Add-on is the easiest solution available. Collavate can provide you with an Add-on to do everything you need with Google Workspace. Our add-on can be customized to trigger several tasks from Google Docs, Google Sheets, or Google Drive.

We provide everything you need to handle the automation of your shared Google documents.

Installing Collavate’s add-on is easy. It’s available in the Google Drive add-on store, the Google Docs add-on store, and it’s also available within the Google Workspace Marketplace. Once you locate the add-on you can easily integrate it into your GWS setup with a few clicks of a button.

There’s no messy code to deal with and your workflow is automated in a matter of seconds!

What Can Workflows Do?

To show you what Google Workspace workflows can do, it helps to take a look at some examples. For demonstration, we’ll talk about using Add-ons from the web store. But, most of these workflows can be made for free by coding on the App Scripts platform.

Most businesses need to keep track of different types of important data. This usually results in a bunch of different documents or spreadsheets for your business. You can bring all of that information together on one “master sheet” using Workspace Automation.

There is an Add-On called Collavate in the Google Store.

Collavate allows you to submit a file for an approval from Google Docs, Sheets or Drive. It also can take data from documents and connect to your sheets together. For example, if you submit data in a Google document template, Collavate can connect the entry into your “master ledger sheet” automatically.

Googling in High Gear

There you have it! The Collavate Google Workspace tutorial. Many people don’t know that Google can make your life easier in more ways than search. We’ve only scratched the surface of what Google Workspace can do.

If you want more information on Google Workspace automation, or if you’d like Collavate to code custom automation for you and your team, contact us today. We love talking with our customers and we’re more than happy to help.