5 ways to automate emails in Google Sheets with Sheet Automaiton

If you use Google Sheets to organize leads, manage clients, or track projects, chances are you’re also using email to follow up. But doing that manually — copying and pasting messages, attaching files, customizing templates — gets tedious fast.

Sheet Automation, a Google Sheets add-on, lets you automate your email workflows directly from your spreadsheets. No more repetitive sending. No more forgotten follow-ups. Just simple, no-code automation that works for you.

In this post, we’ll explore 5 real-world ways to automate emails using Sheet Automation.

Install Sheet Automation extension

If you haven’t installed Sheet Automation, it is a top-rated extension in Google Workspace Marketplace.

Once it is installed, go to sheet menu Extensions - Sheet Automation and open it. A sidebar should appear on the right side shortly.

Automate Email Notifications Based on Data Changes

Data in your sheets is constantly evolving, and sometimes, those changes demand immediate attention or action. Sending emails directly from Google Sheets can be a convenient and efficient way to manage communication. An automation can be configured to monitor specific cells or rows for changes and instantly trigger an email notification.

For example, if a project status in your sheet changes from “In Progress” to “Completed,” the add-on can automatically email the project manager to alert them. Or, if an inventory level drops below a certain threshold, a notification can be sent to the purchasing department. This ensures that critical updates don’t get lost in the shuffle, providing real-time alerts without human oversight.

Manually Send Email by Ticking a Checkbox

Sometimes fully automated email may not be expected as you may need to control when the email to be sent, one by one. You want to click a checkbox or select a dropdown to send an email. This is a special use of email automation. Many of our customers are using this mechanism.

All you need to do is adding a checkbox column to your sheet and create an automation to monitor the column. When the checkbox is ticked, which means the value becomes true, the email aciton is fired.

Trigger Follow-Up Emails from Form Submissions

Google Forms are fantastic for data collection, but the follow-up often remains manual. An automation add-on enhances this process by allowing you to send immediate, personalized follow-up emails whenever a new form response comes in.

For instance, after a customer fills out a contact form on your website, an automation can instantly send a “Thank You for Contacting Us” email, confirming their submission and setting expectations for a response. For event registrations, it can send a confirmation email with event details.

This creates a seamless, professional experience for your users and ensures no lead or inquiry is left waiting.

Send Time-Based Reminders

Whether it’s reminding clients about upcoming invoices, employees about training deadlines, or following up on sales leads, timing is everything.

Sheet Automation allows you to set up time-based email triggers directly from your sheet data. You can specify the date column, and the add-on will automatically dispatch emails on that date.

You can also configure the days before or after the due date and the hour of day when the email is sent.

This is perfect for drip campaigns, where a series of emails are sent over time, or for automated reminders for appointments, payments, or subscriptions.

It turns your sheet into a powerful scheduling tool for all your outbound email communication.

Schedule Recurring Reports via Email

Many teams rely on daily, weekly, or monthly reports to track progress and make decisions. Manually creating these reports and then emailing them to stakeholders is a time-consuming ritual.

With a sheet automation add-on, you can schedule the automatic generation and emailing of pre-defined reports or even entire dashboard snapshots directly from your Google Sheets. The add-on can export a sheet to a PDF or excel and send it in the email body, dispatching it to your team or clients at the exact time it’s needed. This guarantees consistent communication and frees up valuable analytical time.

Final Thoughts: Automate Smarter, Not Harder

Email is a crucial part of every workflow — but it doesn’t have to be manual, slow, or prone to mistakes.

Whether you’re handling client communication, project tracking, or internal operations, with the Sheet Automation add-on, you can bring powerful, customizable email automation right into your Google Sheets — and do more with the data you’re already managing.

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