Add-on: Google Sheet Automation

Nhi Luong Updated by Nhi Luong

Overview

Google Sheet Message Sender & Automation Extension consists of WhatsApp Message Schedule and Sheet Automation modules.

With WhatsApp Message Schedule module you could send templates directly to the phone numbers from the chosen cells.

Sheet Automation module allows you to send broadcasts when Google Spreadsheet gets updated.

Steps to install

First, you need to install Google Sheet Message Sender & Automation Extension from Google Workspace Marketplace:

  1. Choose "Get add-ons" option in Extensions menu.
  2.    Type or copy name of the add-on in the input field and choose required add-on in the list.
  3.    Install the add-on.
  4.    Enable the permissions.
  5.    Choose an account you wish to install the add-on to.

  1.    Read WATI's Privacy Policy and Terms of Service and if you agree, allow access.
  2.    It's done! Add-on is installed and now can be used.

Configure Environment

Subscription and Usage

Before using any of the extension modules you need to login and set settings in "Subscription and Usage":

There you need to click on login/sign-up button.

Choose trial or live account.

If trial account is chosen, it's app.wati.io and will synchronize with the email that is active in your google account.

If live account is chosen, you could manually set up API Endpoint URL and Access Token from your needed environment. Also, you should test it right away to make sure the result is "Success", another way this add-on won't work.

When logging in is completed, you could use main functionality of the first or the second module of the extension.

If you wish to know more about the first module WhatsApp Message Schedule, there is a detailed guide for this extension:

https://support.wati.io/l/en/article/aftzgbo8tj-google-spreadsheet-sender

Detail of Addon "Sheet Automation"

Creating New Rule

  1. Firstly, you need to run the second module.
  2.    Then, you'll see panel on the left of the spreadsheet. Click "New Rule" button.
  3.    First, you need to give a new rule a name.

Trigger

  • In trigger section of the rule you choose what should happen for the broadcast to be sent. It has three general options:
  • Column is updated - when input data (or input data that fits filtered condition) is inserted into chosen column, broadcast will be sent to the number setted in Action section. (for example, 'A')
  • Row is updated - when input data is inserted into chosen row, broadcast will be sent. (for example, '2')
  • New row is added - when new row will be added to the spreadsheet, broadcast will be sent. Attention - all columns chosen in Action section should be updated for the broadcast to be sent.

Filter condition

  • Filter condition is not a necessary setting for creating a rule. It allows to filter input data and if it fits the conditions that are set in this part of the rule, then it would proceed to send broadcast. It's useful if the spreadsheet is updated often with a lot of data, but only certain data should lead to the sending of the broadcast.
  • First choice you'll have to make is to choose should new filter condition be added to the existing filter conditions (+ AND) or should it exclude others filter conditions (+ OR).

Then, you'll have to choose between column condition and range condition.

  • If chosen Column condition, you must choose column that will be checked if it fits the filter conditions.
  • If chosen Range condition, you much choose range of cells that will be checked if it fits the filter conditions.
  • Next, there are a big dropdown list of Conditions to choose from which includes: Text, Number, Date/Time, Exist or Does not exist (means if there any value in cells, it would be updated).
  • After choosing a condition, you should put the value into Value input field. According to this value and Condition set in the previous dropdown, data would be filtered (for example, if cells in column would be updated with a number greater than 200519, broadcast won't be send).

Action

  • Action section regulates the environment that is used to send broadcast, cells with numbers to send broadcast to and template that will be used with all its variables that also should be in cells. First, you'll need to setup environment and input correct API key.
    Just like in Subscription and Usage section, you should test it after inserting API Endpoint URL and Access Token.
  •  After setting up an endpoint and successfully testing it, you should setup cells with phone numbers that broadcasts will be sent to.
  • In WhatsApp Number you should pre-select the cell with number, so this input field will be autofilled with the cell content.
  • In Template Name you will have the choice out of all available templates from the environment you've established connection to in Set Endpoint section. Next, you should establish in which cells there are variables, that your chosen template has. You could pre-select cells with click and it will be filled automatically, just like WhatsApp Number.
  • If the cell in Action section is not fixed, a format like {column_A} is required in order to successfully trigger the message. For example, using "Column is updated" or "Row is updated", a format like {column_A} or {column_B} should be used in Action section.

Now press Save, fulfill the trigger's condition and broadcast will be send.

How did we do?

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