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How to Create a Workflow For Google Docs

Workflows help ensure that important (and often repetitive) processes are done right every time. They minimize room for errors and save time, making them a useful business tool for teams across marketing, HR, operations, sales and IT.


Collaborate on a document in real-time with a Google Doc

Instead of emailing a file back and forth between co-authors, you can use a shared doc to edit it together in real time. You can make changes simultaneously, and each version is saved automatically. You can also compare and roll back to any earlier version you need.



Create a chart from a spreadsheet in Google Docs by a single click

A chart embedded in a Google document can be updated instantly as long as it's linked to a spreadsheet. The data from the sheet is automatically reflected in the chart.

Embedded charts in a Google document are easy to update and share with others. Simply right-click the chart and select "Update."


Automate approvals with Google Forms or Sheets by Simple Workflow Manager

When you receive a request from a team for something to be created, such as a press release, a purchase order requisition, a travel authorisation or any other document that needs an approval, a workflow can automatically send that information to a designated recipient via email and then create documentation for the approval.


Keep track of a document's progress with real-time status updates and email notifications

As we discussed above, many of the documents that businesses use in their day-to-day processes have a tendency to be stored in multiple locations and often in different files. This can cause problems when it comes to data loss or migration to other platforms.


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