With Tray, you build
IconAutomations
IconIntegrations
 and
IconAgents
 that connect Google Sheets across your business systems and teams.
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Use cases

Google Sheets + Tray

Google Sheets is where teams track data, manage lists, and collaborate on structured information in real time. But spreadsheets often rely on manual updates and disconnected data sources.

Tray extends Google Sheets across your stack, connecting it to CRM, HR, finance, support, and any other system you rely on. New rows, updated cells, or form submissions can trigger orchestrated workflows, governed automations, and agents that take action across tools, while keeping Sheets aligned with your source systems.

See how different teams use Tray to take action from Google Sheets.

What you can do with Tray

  • Operations

    Operations

    If you work in operations, these are common ways teams use Tray with Google Sheets to turn spreadsheet updates into coordinated action.

    • Trigger workflows from new rows: Start downstream processes when rows are added or updated
    • Sync status updates across systems: Keep operational trackers aligned with CRM, ITSM, or project tools
    • Distribute automated summaries: Send scheduled reports based on spreadsheet data

  • Finance

    Finance

    If you work in finance, these are common ways teams use Tray with Google Sheets to keep financial tracking aligned with core systems.

    • Sync budget trackers with ERP data: Update Sheets automatically from accounting systems
    • Route spend approvals from Sheets: Trigger structured approvals when spend entries are added
    • Monitor variance thresholds: Alert stakeholders when tracked metrics exceed limits

  • Revenue ops

    Revenue ops

    If you work in revenue operations, these are common ways teams use Tray with Google Sheets to align pipeline tracking with CRM data.

    • Sync CRM updates to Sheets: Keep opportunity and account data aligned with tracking models
    • Trigger follow-ups from pipeline changes: Create tasks when tracked deal metrics change
    • Aggregate multi-system revenue data: Combine CRM, billing, and marketing metrics into a shared sheet

  • Marketing

    Marketing

    If you work in marketing, these are common ways teams use Tray with Google Sheets to connect campaign tracking with downstream systems.

    • Sync campaign performance data: Pull ad platform or CRM metrics into shared Sheets
    • Trigger workflows from form submissions: Create leads or tasks when new entries are added
    • Standardize lead imports: Validate and enrich rows before syncing to CRM

  • IT

    IT

    If you work in IT, these are common ways teams use Tray with Google Sheets to govern data movement and reduce manual errors.

    • Control data sync between systems: Ensure structured data in Sheets reflects source-of-truth systems
    • Monitor integration health: Alert teams when automated updates fail
    • Restrict sensitive data workflows: Trigger approvals or validations when protected fields change

  • Business systems

    Business systems

    If you build and scale systems for the business, these are common ways teams use Tray with Google Sheets to orchestrate lightweight data workflows.

    • Connect Sheets to the stack: Sync rows and columns with CRM, HR, finance, and support systems
    • Standardize spreadsheet-driven automation: Reuse validation and routing logic across teams
    • Expose Sheet-based workflows as agent tools: Allow governed agents to update rows or trigger actions safely
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Automations

Automations with Google Sheets and Tray

Tray turns data changes in Sheets into action. When rows or cells are updated, workflows can send alerts, update records, or post summaries in connected systems. Each step runs under IT control with retries, sequencing, and access rules, all built visually in Tray’s low-code environment for technical teams.

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Integrations

Integrations with Google Sheets and Tray

Tray connects Sheets with your core systems so every record stays accurate and linked with real data. Use the Google Sheets connector for built-in actions or the HTTP connector for any API. Connect Sheets with Salesforce, NetSuite, HubSpot, or ServiceNow to move data between spreadsheets and the systems that need it.

Google Sheets integration capabilities

Integrate Google Sheets with 700+ applications using the Sheets connector or any API through Tray’s HTTP connector. These domains mirror Google Sheets APIs and how teams actually collaborate, update data, and share reports across systems.

Keep sheet data synchronized with your systems

  • Create or update rows: Add or modify rows when data changes in connected tools
  • Read data: Retrieve rows for reporting or analytics
  • Delete rows: Clean up records automatically based on updates from other systems
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Agents

Build agents with Google Sheets and Tray

Agents built in Tray Merlin Agent Builder use Sheets data to help IT, RevOps, and operations teams access and act on information faster. They summarize updates, find data points, and trigger workflows without manual work. Every action runs under IT governance with full visibility, policy enforcement, and audit trails.

Use accurate data from your systems

  • Combine sources: Use Sheets data with Salesforce, ServiceNow, or NetSuite records
  • Build a data source: Query approved Sheets or defined ranges securely
  • Filter scope: Limit access by sheet, tab, or column
  • Use company data: Ground responses in verified, approved information

Tray Merlin Agent Builder vs. Google Gemini for Workspace

Many organizations exploring Google Workspace automation want to know how Tray agents differ from Google Gemini for Workspace. Both improve productivity but serve different purposes.

Gemini helps users summarize or generate data inside Google apps. Tray’s Merlin Agent Builder governs and coordinates actions across every system your business depends on.

Merlin Agent Builder

Acts across systems using hundreds of connectors and APIs to create, update, and coordinate data across CRM, ERP, HR, and IT tools

Runs under IT governance with scoped permissions, RBAC, and full audit logging

Connects to flexible data sources including Salesforce, ServiceNow, NetSuite, and any other system integrated with Tray

Runs in Sheets, Slack, Teams, or web apps with one build that works across channels

Google Gemini for Workspace

Works within Google apps including Sheets, Docs, Gmail, and Slides but cannot act across external systems

Provides insights and formula help but cannot update or sync records in other platforms

Centers governance and visibility within Google Workspace’s environment

Supports content creation and review directly inside Sheets

Frequently Asked Questions

Find answers to common questions about our products and services.

How does Tray connect to Google Sheets?

Tray connects through the Google Sheets API using secure OAuth authorization and scoped credentials.

Can Tray create and manage data in Sheets?

Yes. Workflows can add, update, or delete rows, manage tabs, and keep records in sync with connected systems.

Can Tray detect changes in Sheets?

Yes. Workflows can start when rows or cells are added, edited, or removed.

Can agents use Sheets data?

Yes. Agents built in Tray Merlin Agent Builder can find, summarize, or act on Sheets data directly.

How does Tray manage security?

Tray uses role-based access, environment isolation, and audit logging to control every workflow and agent action.

What’s a simple starting use case?

Start with a workflow that updates Salesforce when a new lead is added to Sheets. Then expand to agents that share reports, check data accuracy, or alert teams when key metrics change.

FAQs

Yes. Workflows can add, update, or delete rows, manage tabs, and keep records in sync with connected systems.

What comes standard with Tray

Whether your systems, data, or models run in the cloud or on-premises, Tray connects them in one secure platform. Every connection, workflow, and agent operates under IT governance with encryption, audit logging, and access controls built in. Security teams can trust that all integrations comply with enterprise network and authentication policies.

Universal connectivity

  • Prebuilt connectors: 700+ connectors plus a universal HTTP connector for any REST API
  • Custom connectors: Build custom connectors that behave like native ones
  • Connect anywhere: Cloud or on-prem systems supported

Learn more about our connectivity options

On-premises connectivity

  • Connect securely: Access on-premises systems, whether first-party or third-party
  • Meet network requirements: Connect through approved configurations that align with enterprise security policies
  • Enterprise protocols: Support multiple on-premises security standards for safe integration

Learn more about on-premises connectivity

Authentication management

  • Secure credentials: Collect and store authentications with full encryption
  • Encrypted data: Protect all data at rest and in transit
  • Role-based control: Partition credentials by workspace and access level

Learn more about authentication management

Security and governance

  • Certified compliance: SOC 2 Type II, GDPR, CCPA, HIPAA
  • End-to-end protection: Encryption, detailed audit logs, scoped connections, and OAuth scopes

Learn more about security and governance