Google Sheets and Harvest automations

Ready-made scenarios where Google Sheets and Harvest work for you: pick one — a copy appears in your account and runs on its own.

70 scenarios

A spreadsheet row becomes a task
New Google Sheets rows — contacts in Harvest
Rows in Google Sheets become tasks in Harvest
Records from Google Sheets become tasks in Harvest
New rows in Google Sheets — tasks in Harvest
Contacts logged into a spreadsheet
Invoices from Harvest as rows in Google Sheets
Daily Harvest forecast logged into Google Sheets
Invoices from a sheet straight into QuickBooks — no double entry
A form request into a tracker issue
Onboarding event attendees — on autopilot
Accounting invoices — in a sheet on their own, in real time
Dead feature flags, found for you
Candidate shortlisting, emails and screening tasks
Urgent tasks that don't stall
Leads scored and routed to a rep — straight from the form
Enriching leads with contacts — drop a sheet, get a filled CRM
Tasks go to the person who knows the subject, not the one who replied first
Unpaid-invoice control: task and email — on their own
Lead scoring and routing: hot leads straight to sales
Onboarding a hire from a form: chats, a task and access
A personalized sales proposal from a table row, ready and sent
Win back abandoned Shopify carts by email and in CRM
Meeting notes — into tasks, participant emails and a summary
New-lead handling: CRM entry, team alert and reminder
Tickets prioritized by importance, tasks created for you
Contacts tagged by role and seniority — automatically
Stuck tickets, followed up automatically
Data-load failure monitoring with tasks and alerts
Feedback sorted by sentiment — and every complaint becomes a ticket
Resumes from a folder into a candidate card and a hiring task
Topic legislation tracker with tasks
Polite candidate rejections sent by email, with the task closed
Today's top 10 hot leads — with tasks
A lead replies — the CRM card updates and a task lands on a rep
New-issue triage: task, notification, reply to the author, and a logged row
Meeting attendance: a log, the late list and a summary in your chat
Stripe invoices from your wholesale orders table
Capture and route leads from every channel
Score event RSVPs and route them to sales
A content plan that moves on its own
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Invoice intake with reading, risk checks and approval
Automated market reports for your clients
Incident response — ticket, alert, and report in seconds
Your agency's real profit — in chat every day
Release notes from closed tasks — published everywhere at once
Content ideas from your audience's real pain points
Route change requests by the rules — no manual triage
A morning traffic summary for your site — in plain words
Reorder recommendations from your stock table — automatically
Change request routing: tickets, audit trail and notifications
Tell customers their bug is fixed — the moment the issue closes
Customer feedback sorted into themes, tasks and a weekly report
Incoming lead sorting and routing — automatically
Automatic scenario check with an error report
A full new-client welcome after the form
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Feedback from every channel into a prioritized queue
Personal emails to new contacts — built from their own socials
Warm B2B leads with a personal video for each
Emailed invoices — into your books, automatically
Open-house lead follow-up — a week-long touchpoint sequence on autopilot
Lead reply intent sorting with ready tasks in ClickUp
Tester feedback triage: tickets, knowledge base and a reply to the author
Feedback triage and customer replies — automatically
Every sale — logged, a ping to you and a thank-you to the buyer
AI marketing outreach with reply handling — on autopilot
An AI assistant over your CRM in any messenger