Streamline Your Reporting Workflow with Dokin: Automating Google Sheets, Slides, and Docs

Productivity tips
May 18, 2023


Wheter you are in sales, finance, marketing or operations, spreadsheets are part of your daily tasks. It becomes crucial to efficiently manage data and automate repetitive tasks. In this post we will explore how Dokin serves as a valuable tool in achieving these goals, empowering users to maximise their productivity and focus on more meaningful work.

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We created Dokin cause we were frustrated with extracting and reworking data scattered in various systems in our spreadsheets, presentations and docs.

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How to create a Google Spreadsheet

Creating a Google spreadsheet is a simple process that offers a wide range of features and collaboration capabilities. Here's a step-by-step guide to get you started:

1) Sign in to your Google account: Head to the Google homepage and sign in using your account credentials. If you don't have an account, you can create one for free.

2) Access Google Sheets: Once you're signed in, click on the "Apps" menu (represented by a square grid of dots) in the upper-right corner of the page. From the list of available apps, select "Sheets" to open the Google Sheets application.

3) Create a new spreadsheet: In Google Sheets, click on the "+ Blank" button to create a new spreadsheet from scratch. Alternatively, you can choose from a variety of templates available in the "Template Gallery" to jump-start your project. Other useful tip: in Chrome you can simply type “” in your search bar to start a new spreadsheet.

4) Format cells and enter data: Customise the appearance and structure of your spreadsheet by formatting cells, adding headers, and adjusting column widths. To enter data, simply click on a cell and start typing.

5) Collaborate with others: Google Sheets allows real-time collaboration, enabling multiple users to work on the same spreadsheet simultaneously. You can share your spreadsheet with others and grant them editing or viewing permissions as needed.

By following these steps, you'll be able to create a Google spreadsheet, format it to your liking, and start entering data efficiently. The availability of templates and collaborative features enhances your productivity and collaboration with team members.

Understanding the Difference Between Excel and Spreadsheet

While Excel is a popular spreadsheet software developed by Microsoft, "spreadsheet" refers to a broader category of software tools used for data organization, analysis, and calculations. Here are some key distinctions:

1) Scope and Features: Excel offers a comprehensive set of features, including advanced formulas, powerful data analysis tools, and extensive charting capabilities. Spreadsheets, in general, encompass a wider range of software that can vary in terms of features and complexity.

2) Cost and Accessibility: Excel is a commercial software that typically requires a licence for full functionality. On the other hand, many spreadsheet tools, including Google Sheets, are free to use with basic features. This makes them more accessible to individuals and businesses with budget constraints.

3) Collaboration and Cloud Storage: Google Sheets excels in collaboration and cloud-based storage. Multiple users can collaborate in real time on a Google spreadsheet, making it ideal for team projects. Changes are automatically saved and synchronised across devices, eliminating version control issues.

4) Integration and Connectivity: Google Sheets seamlessly integrates with other Google Workspace applications like Google Slides and Google Docs, enabling smooth data transfer and automation across platforms. Additionally, Google Sheets supports integration with various third-party tools and services through APIs.

While Excel remains a powerful and widely-used spreadsheet software, Google Sheets offers unique advantages in terms of collaboration, accessibility, and integration with other cloud-based applications.

In the next section, we'll address the question of whether Google Sheets is as good as Excel, providing insights into the strengths of both platforms.

Is Google Sheets as Good as Excel?

Google Sheets and Excel each have their own strengths and capabilities. Here's a comparison to help you understand how Google Sheets measures up against Excel:

  • Collaboration and Real-time Editing: Google Sheets takes the lead in this aspect. It allows multiple users to collaborate simultaneously on a single spreadsheet, with real-time updates and a chat feature for seamless communication. Excel, on the other hand, primarily focuses on individual file-based editing, although it offers some collaboration features through SharePoint and OneDrive.
  • Accessibility and Cloud Storage: Google Sheets shines in terms of accessibility. As a cloud-based tool, it can be accessed from any device with an internet connection, ensuring easy sharing and availability of spreadsheets. Excel, while offering cloud-based options through OneDrive, also operates as a desktop application, limiting accessibility to the device where it is installed.
  • Formula and Function Capabilities: Excel is renowned for its extensive library of formulas and functions, making it a robust tool for complex calculations and data analysis. While Google Sheets may not have the same depth of functions as Excel, it covers most standard formulas and provides actually more possible features through add-ons like Dokin and custom scripting.
  • Add-ons and Extensions: Google Sheets offers a wide range of add-ons and extensions from its marketplace, allowing users to enhance functionality and integrate with various services. Excel also provides add-ins but has a more limited selection compared to the extensive options available for Google Sheets.
  • Macros and Automation: Excel has long been known for its powerful macro capabilities, enabling users to automate repetitive tasks. While Google Sheets does not have the same level of macro support, it offers automation features through custom scripting using Google Apps Script.

Ultimately, the choice between Google Sheets and Excel depends on your specific needs, preferences, and the level of collaboration required. For individuals and teams looking for seamless collaboration, accessibility, and integration with other Google Workspace tools, Google Sheets provides a compelling solution.

In the next section, we'll introduce Dokin and how it can supercharge your productivity in Google Sheets, Slides, and Docs by automating data workflows.

Introducing Dokin: Supercharge Your Google Sheets, Slides, and Docs

Now that we've explored the capabilities of Google Sheets and its comparison with Excel, let's introduce Dokin—an innovative solution that takes your productivity to the next level by automating your workflows in Google Sheets, Slides, and Docs.

Dokin is specifically designed to help users streamline their processes by seamlessly pulling data from solutions like HubSpot and Airtable into Google Sheets, Slides, and Docs. With Dokin, you can eliminate manual data entry, reduce errors, and save valuable time.

Here are some key features and benefits of using Dokin:

  • Data Syncing: Dokin enables automatic data syncing between Google Sheets and other platforms like HubSpot and Airtable. This means that any updates or changes made in these platforms will be automatically reflected in your Google Sheets, ensuring that your data is always up to date without any manual intervention.
  • Automatic data refresh: Dokin allows you to set up automatic data refresh schedules on a weekly, daily or hourly basis. For example, you can configure Dokin to automatically update your Google Sheets whenever a new lead is added in HubSpot or when specific data fields are modified. This automation helps you stay on top of your data and ensures that your spreadsheets are always synchronized with the latest information.
  • Customizable Templates: Dokin allows you to work with customizable templates and use cases. You can quickly set up and automate common workflows. Whether you need to generate reports, populate presentation slides, or create data-driven documents, Dokin has you covered.
  • AI-powered Data Insights: Leveraging the power of AI, Dokin offers intelligent data insights and analysis. It will soon help you identify trends, patterns, and anomalies in your data, empowering you to make informed decisions and gain valuable insights from your spreadsheets.

By incorporating Dokin into your Google Sheets, Slides, and Docs workflows, you can significantly enhance your efficiency, accuracy, and overall productivity. Say goodbye to manual data entry and tedious repetitive tasks, and say hello to a more streamlined and automated workflow.

Frequently Asked Questions

1) Are Google Spreadsheets Free?

Yes, Google Sheets is free to use for individuals and businesses. You can access Google Sheets with a Google account, and it provides basic features and functionality at no cost. There are also premium features available through Google Workspace subscription plans for additional advanced capabilities.

2) How to Lock Cells in Google Sheets?

To lock cells in Google Sheets and protect them from being edited, follow these steps:

  • Select the cells you want to lock.
  • Right-click on the selected cells and choose "Protect sheets and ranges" from the menu.
  • In the "Set Permissions" sidebar, adjust the settings to specify who can edit or view the locked cells.
  • Click on "Set Permissions" to apply the changes and lock the cells.

Locking cells is beneficial when you want to safeguard important data or restrict editing access to specific parts of your spreadsheet.

Dokin improves this even further. Dokin allows you to share specific ranges of a spreadsheet with your collaborators and to accept or reject any edits that are made on your spreadsheet. This gives you more control over your data and allows you to safeguard privacy.


In this article, we explored the world of Google Sheets and its potential as a powerful spreadsheet tool. We discussed the basics of creating a Google spreadsheet, formatting cells, and entering data. We also compared Google Sheets with Excel, highlighting the differences and showcasing the unique strengths of both platforms.

Furthermore, we introduced Dokin, our game-changing solution that integrates seamlessly with Google Sheets, Slides, and Docs. Dokin empowers users to automate their workflows by pulling data from solutions like HubSpot and Airtable directly into their Google Sheets, Slides, and Docs. With features such as data syncing, automation triggers, customizable templates, and AI-powered data insights, Dokin revolutionizes the way you work with your spreadsheets.

We also addressed some frequently asked questions, clarifying that Google Sheets is indeed free to use and explaining how to lock cells in Google Sheets for data protection.

By leveraging Dokin's capabilities, you can streamline your processes, save time, reduce errors, and unlock the full potential of your Google Sheets, Slides, and Docs.

So why wait? Embrace the power of automation and take your productivity to new heights with Dokin. Try it today and experience the difference it can make in your spreadsheet workflows.

Remember, efficient data management and automation are the keys to unlocking your true potential in today's fast-paced digital world. With Dokin and Google Sheets by your side, you can excel in your work, collaborate seamlessly, and achieve greater productivity.

Start automating with Dokin and embrace a future of streamlined and efficient data management.

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Jacopo Proietti

Co-founder @Dokin
Jacopo, a co-founder of Dokin, boasts 8 years in finance, having worked as a finance manager at Ogury and head of Financial Planning and Control at BlaBlaCar.
His passion for data integration led to the creation of Dokin, a game-changer for modern business teams. With customizable templates and built-in data connections, Dokin allows modern CMOs and CFOs to streamlines data reporting across Google Workspace applications.

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