To share your Excel files or Google Sheets with others, you'll need to create flows and assign tasks to your collaborators.
Flows help you create and manage communication workflows with the people you share your Excel file with. You can define specific parts of the spreadsheet to share with different people, schedule them, set deadlines, and automate them to be sent on a regular basis.
Check out: How to create a flow?
Tasks allow you to send data input requests, which are then linked to the flow. Tasks are built so that you can use them for all kinds of requests: Input requests, approvals, or feedback.
Check out: How to create a task?
For example, Mark uploads their budget spreadsheet to Layer, creates a flow consisting of the Marketing budget sheet, and shares it with the marketing team. Then, he creates a recurring monthly task for the CMO to update the marketing budget and metrics.
Frequently asked questions
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