To create a workflow, first, open your spreadsheet and launch the Layer add-on.

The "Workflows" tab is where you would find a list of your workflows. If you haven't created one yet, you will only see the button to create a new one.

Click the "New Workflow" button. This will take you to the workflow creation.

Step 1: Define Your Workflow

The first step is to select the type of workflow you would like to create. Currently, you can only create workflows to collect data in your spreadsheet. However, soon, you will also be able to share the data without requesting input.

Click "Collect data into my spreadsheet" to continue.

Step 2: Set Up Your Workflow

Fill in the info needed to create a new workflow, including:

  • Spreadsheet: The name of the new spreadsheet to be shared with your collaborators. (e.g., Monthly HR Report, Marketing Budget, etc.)

  • Recipients: The email addresses of one or more collaborators you're sharing the data with or requesting input from. You can add multiple email addresses separated with commas and no spaces.

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

  • Sheets: Select one or more sheets from your spreadsheet to share with your collaborators.

  • Instructions (optional): Any notes or comments to be shared with your collaborators on the workflow or what's expected from them.

Once you've filled all the required fields, click "Next" to move to the next step of automating your workflow.

Step 3: Automate Your Workflow

Here you can automate your workflow for repetitive processes (e.g. weekly metrics, monthly reporting, etc.), if needed, by defining:

  • Due Date: Set a deadline for the workflow, and Layer will automatically notify and remind your collaborators when needed.

  • 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, click "Create" to create and share your workflow. You'll now also be able to see it in your dashboard.

By clicking on the workflow, you can now view your newly generated and shared spreadsheet, monitor tasks and deadlines, review submitted changes, or delete the workflow, if needed.

Need help?

Let us show you how to make the most of Layer, as well as set up your workflows and integrations.

Schedule an onboarding call with Layer
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