Supercharge your spreadsheets using Zapier Tables

Click on try it free. If you've already got a Zapier account it should just log you in.

At the top right, you'll see the ability to create a new table

You can create a table from scratch, but here we're going to import the data from a Google Sheet

You'll have to link you're Google account if you've not done so. Or you can upload data from a CSV instead

Fill out your Drive, Spreadsheet, and the Worksheet you want to link

I've selected all, but you can also choose specific columns

You can now see the data in the Table

This is found on the menu on the left of the screen. You'll already see one Zap for the Google Sheet import

We can now make our Spreadsheet interactive by creating Zaps

When you create a Zap, you'll be able to select a trigger. You can either trigger a Zap when new records are added, when changes are made to a record. Or, you can add to the table from another app or form.

We won't go through this today, but what might be interesting, in the context of budgeting, is creating a form for your other departments to complete. You could then trigger the spreadsheet to update when the department has submitted their budget.

For now, we'll trigger a Zap when changes are made to an element of our table.

This is the part of the spreadsheet where if a change is made, it will trigger the Zap

This is where we set what apps we're using in the second stage of the Zap

In this instance I want to send a notification in Slack

In this instance, I want to send a DM to someone in Slack