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.

To share your Excel files or Google Sheets with others, head to the "My Spreadsheets" tab. Here, you'll find a list of all your uploaded spreadsheets.

By clicking on one of your spreadsheets, you will be taken to the spreadsheet dashboard, displaying a list of the spreadsheet's created flows.

Click the "Create Flow" button in the upper right corner. This will open the flow creation modal.

Step 1: Select data

  • Selections: The sheets or cell ranges to be shared with your collaborators.

    • By default, the flow is set to share the entire file.

    • If you want to share specific sheets, navigate to the sheet then click the "Add Current Sheet" button.

    • If you want to share specific cell ranges, select the range then click the "Add Range" button.

    • You can go back and remove added sheets or ranges listed in the Selections section.

  • Access settings: Select whether you want to share the spreadsheet as a downloadable Excel file or online on Google Sheets or Layer Sheets.

  • Security settings: Select whether collaborators need to be signed in to Layer or not for security purposes.

Step 2: Add recipients

  • Recipients: The email addresses of one or more collaborators you're sharing the data with or requesting input from.

Note: If you add more than one collaborator or email address, a single flow will be created and shared with all collaborators. That way, collaborators can work together on data input before submitting it. Read more.

  • Flow title: The title of your flow (e.g., Monthly HR Report, Marketing Budget for 2021, etc.)

  • Message or instructions (optional): Notes to be included when shared with your collaborator.

Step 3: Request input & schedule

  • Request input: If you're requesting input from your collaborators, toggle the "Request Input" switch on. Otherwise, the data will just be shared with them without any input on their part.

  • Share: Select whether to share the spreadsheet right away or schedule it at a later date.

  • Due: Select a due date, if needed, so that the collaborators can receive reminders accordingly.

  • Repeat: In case you need to set up a recurring flow, you can select the desired automation frequency; daily, weekly, monthly, or quarterly.

Once you've submitted all of the required information, press the "Share" button to create the flow.

Sharing via Excel

When you share the data as an Excel file, your recipients will receive an email with the file attached, make their changes, and submit their input by attaching the file to an email reply or by attaching the file on Layer.

Sharing via Google Sheets

When sharing the data via a Google Sheets link, the recipients will receive a Google Sheets links where they can make their changes. Then, return to Layer to submit the changes. Learn more about the process of sharing via Google Sheets.

Sharing via Layer Sheets

Layer Sheets is Layer's very own built-in web interface. It is the easiest and fastest way to share data.

When the file is shared as a Layer Sheets spreadsheet, your email will contain an "Open Layer" button. This will take collaborators to Layer where they can edit and submit their changes directly within the browser.


Need help setting up your Flows?

Let us show you how to make the most of Layer and start building better workflows today.

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