Installation & Setup Guide

Getting started with Smart Workflows takes less than two minutes. Follow these instructions to install the add-on across your Google Workspace domain or personal account.

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Step 1: Install from Google Workspace Marketplace

1. Visit the Smart Workflows Marketplace Listing.
2. Click Install (or Domain Install if you are a Google Workspace Administrator installing for your organization).
3. Review and grant the necessary permission scopes.

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Step 2: Open in Google Sheets or Forms

1. Open any Google Sheet or Google Form.
2. Navigate to Extensions $\rightarrow$ Smart Workflows $\rightarrow$ Open Workflow Builder.
3. The interactive sidebar will open on the right side of your browser.