What does this Google Sheets automation do?
Completed rows are found, summarized into a record you keep, then deleted from the working sheet.
What can you do with it?
- Keep the active sheet to what is actually active
- Preserve a summary of what was cleared
- Avoid the annual "which of these are still open?" audit
The Steps
This automation runs in 5 steps:
- When Schedule — Every Month
- Then Google Sheets — Find Row(s)
- Then Taskade AI — Ask AI
- Then Taskade — Create Project
- Then Loop over each completed row — Delete Row
Who is this automation for?
Built for ops teams with a growing sheet. Completed rows are found, summarized into a record you keep, then deleted from the working sheet.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "Every Month" from Schedule.
- Add the action "Find Row(s)" from Google Sheets.
- Add the action "Ask AI" from Taskade AI.
- Add the action "Create Project" from Taskade.
- Add a Loop step: Loop over each completed row — Delete Row.
- Connect your Google Sheets account when prompted, then enable the toggle in the top-right corner.
Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps for you.