Google Sheets to Live Dashboard Automation
Transform static Google Sheets data into a live, auto-updating business dashboard.
What is this automation?
Most businesses track KPIs in Google Sheets but spend hours every week manually updating charts and distributing reports. This automation keeps your dashboard current without any manual work.
The Problem
Your KPI tracker in Google Sheets is always out of date. Someone has to pull data from various tools, paste it in, recalculate formulas, and re-share the file every week.
The Solution
Automated data sync from your connected tools into a master Google Sheet. Charts and summaries update automatically. Stakeholders receive the link via email every Monday morning.
Step-by-step workflow
Monday Trigger
Scheduled workflow runs every Monday at 7am.
Pull HubSpot Metrics
Fetch deals, pipeline, and activity data.
Pull Revenue Data
Fetch Stripe/Shopify revenue data.
Pull Marketing Metrics
Fetch email and social performance.
Update Master Sheet
All data written to structured Google Sheet.
Charts Auto-Update
Connected charts reflect new data instantly.
Email Link to Stakeholders
Weekly email with dashboard link and key highlights.
Tools used
What you can expect
Related automations
Want this automation built for you?
We'll set up the entire workflow — integrated with your tools, tested, and ready to go. Typical turnaround: 2–5 business days.