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Finance & Billing Recipe Intermediate (5 mins)

Sheet Row Status Approval Pipeline

When a manager changes Column D in Google Sheets to Approved, generate an invoice PDF and alert the customer.

šŸŽÆ Outcome: Eliminates all billing status confusion and automates post-approval actions.
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Connected Apps: Google Sheets Smart Form Publisher Slack Gmail

Sheet Row Status Approval Pipeline

Automate what happens when a spreadsheet row gets updated. Listen for onEdit events on specific status columns.

Workflow Step Breakdown

  1. Trigger: Column D changed to ā€œApprovedā€.
  2. Action 1 (Smart Form Publisher): Merge row values into invoice PDF.
  3. Action 2 (Gmail): Email invoice PDF to client.
  4. Action 3 (Google Sheets): Update Column E to ā€œBilled & Notifiedā€.