Marin Software's official blog

Save Time by Automating Workflow Tasks in Google Sheets

Jeremy Brown
|
April 13, 2022

Google Sheets has changed the way people collaborate today. This web-based spreadsheet tool serves as a free alternative to Microsoft Excel, the digital marketer’s mainstay. Sheets allows you to create and edit your data within an online spreadsheet. Your spreadsheets in the cloud, meaning your data can easily stay up to date because information is automatically saved as it’s typed. Multiple team members can collaborate in real-time from their phone, tablet or computer (online and offline) and create a single source of truth for your data so that you can analyse and interrogate your data for your reporting needs. 

How can Google Sheets help my productivity?

  • Use Comments - there may be instances where you’ll question your data, formula or just want clarification on something within a Google Sheet. Instead of having to connect directly with the originator you can quickly and easily leave a comment through the applications built-in commenting feature.
  • Extending Google Sheets with Add-ons - You can extend Sheets with add-ons that build customised workflow improvements, establish connectivity to third-party systems such as Salesforce or Google Analytics, and integrate your Sheets data with other Google Workspace applications, like Google Slides or Google Forms.
  • Stay informed of changes to a Google Sheet - Create Notification Rules to send you an email when a change has been made to a Google Sheet. You’ll find it under this menu: Tools > Notification rules.
  • Create hyperlinks - It might sound simple but due to the nature of Google Sheets being online, hyperlinks are extremely useful to connect to other Google sheets / Docs / Slides within your shared Google Drive.
  • Connect to live data - Using the IMPORTHTML function, you can import your data from MarinOne by creating Web Query reports and scheduling the data to refresh on a recurring basis, saving precious hours of the day by not having to manually create reports. IMPORTHTML can also be used in numerous other ways, an example of which could be importing live weather data or exchange rates.

If you’re wanting to maximize Google Sheets’ potential and enhance your productivity, then you must get acquainted with Google Sheets. It's definitely a learning curve, especially if you’re used to using Excel, but once you start using Google Sheets to its potential you’ll quickly see it’s worth your time and effort.

Ok, so what about automation?

Google Apps Scripts is a built-in coding language based on JavaScript that allows you to extend and manipulate Google Sheets (it also works with other Google Apps, like Docs, and Gmail). We have found Google Sheets to be a great tool for prototyping new features or extending the capabilities of MarinOne to meet specific customer requirements.

What type of things can I automate?

Marin has been able to help some of the largest brands in the world automate the management of their marketing campaigns directly from Google Sheets as well as build dynamic reporting dashboards in Google Sheets using multiple Publishers (i.e. Google, Facebook, Bing, ASA etc) and 1st / 3rd Party revenue and conversion data captured by Marin. Below are some of the Google Apps Scripts and solutions we have created to help support our customers’ day-to-day workflows. With these shortcuts, you can easily aggregate data in new ways. This is particularly effective when partnered with the MarinOne tool, as there is quite a bit of data that can be directly imported into, exported from, or copy/pasted bi-directionally between Google Sheets and MarinOne.

Templatize daily workflows to increase efficiency

As a marketer, it can be very time-consuming to add objects (such as keywords or creatives) to multiple different publishers at the same time in a collaborative manner. Think of Google sheets as all of your offline publisher editors rolled into one with a direct connection to our platform, negating the need for using multiple siloed tools such as Google Ads editor, Bing editor etc. Using a Marin - Google Apps Script, you can create or edit hundreds -- or even thousands -- of campaigns, groups, keywords, or ads with just a single click of a button directly in Google Sheets for multiple different publishers at the same time.

Cannibalization insights

When a search query pairs with multiple keyword match types, and there are various ads supporting these keywords, the flow of regular traffic for the original search term will markedly diminish as your control over the matched keyword behaviour becomes severely hampered. Using a combination of data imported into Google Sheets directly from MarinOne and a Google Apps Script we have created to analyse the data, we can quickly surface those keywords that are cannibalizing your search paid media traffic.

Create foreign language ads using your native language

If you are planning to expand your marketing activity to additional markets or regions across the globe and do not have the support internally with creating foriegn language adcopy, fear not, we have a Google Apps Script that will take your current AdCopy and create new Ads in the language of your choice.

Why should you automate tasks in Google Sheets?

There’s the obvious reason that using Google Apps Scripts can save you a serious amount of time, allowing you and your colleagues to focus on higher value activities such as optimising your marketing campaigns. But there’s plenty of other less obvious reasons like: 

  • Avoid mistakes by minimizing manual effort and letting AI-powered tasks automatically fire
  • Quickly summarize and aggregate your data
  • Universally apply styles and formatting
  • Create completely new spreadsheets or tabs
  • Use any Google Sheets function, feature, menu or toolbar
  • Translate foreign language text en masse (but always be sure to have a native speaker review the translation for accuracy)
  • Manipulate your spreadsheet to your liking with a single command

Once you've recorded a macro or created your Google Apps Script, you can link it to a keyboard shortcut in the form Ctrl+Alt+Shift+Number or even create a button directly within the spreadsheet to execute the task.

How can Marin help?

These are just a few of the solutions we have created, there are many other ways to save time and increase efficiency using the MarinOne tool in conjunction with other easily accessible tools.  if you are an existing customer of Marin and are interested in the above or have other mundane tasks that you would like us to support in automating within Google Sheets then reach out to your account manager today. 

If you're new to Marin, contact our sales team to get an analysis of how our platform can fit your needs.

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