Our Google Sheets integration allows for real-time updates of Shortcut data to be sent to a connected Google Sheet. Any updates that happen in your Shortcut Workspace will be dynamically updated to a connected Google Sheet.
The data sent from Shortcut to Google is the same data that's captured from your Workspace when you export to CSV. See this article in the Help Center for a full list of what's exported. And take a look at this presentation by Matt Sheaffer from Guru to see how his team used the Google Sheets Integration to build out an internal Customer Pain Score and dashboard. .
Sounds pretty simple, but what does this mean functionality-wise?
Excel lovers rejoice! Excel haters, also rejoice since all the Excel lovers will now be able to provide you more data! Once your Shortcut Story data is loaded into Google Sheets you can use trusty Pivot Tables, logic, formulas, macros, and more to create charts and even custom dashboards - the world is your well organized and formatted oyster farm.
What could you build?
We added these Shortcut fields to the far-most right columns of any connected Google Sheets:
No action is required on your part as these fields have been automatically added and this update shouldn't have any impact on your current use of the integration other than that you can now access these fields in your data.
Your Google Sheet export can also be linked to any BI tool that ingests Google Sheets allowing you to pull your data into your preferred tool of choice.
Building charts and playing with the data makes it easier to uncover additional questions (as well as additional answers), alongside new points to track and analyze.
For example: Maybe you're using different types of Labels to categorize your Stories. When these Labels also add a layer in Google Sheets that you can then use to further customize your reports and charts. Or maybe you notice that your team needs to do a better job of closing Stories out once they're completed so that you can more accurately track how long work is taking to complete.
Shortcut Labs is accessible to organizations on a Standard Plan or higher. If you're on the Free Plan and would like to use the Google Sheets Integration, you can upgrade to Standard regardless of how many users are in your organization.
Enable the Google Sheets Integration
First, have your account Admin or Owner navigate to the Workspace Features > Shortcut Labs > and then toggle on the Google Sheets Integration.
Have an account Admin or Owner navigate to Select Integrations > Select Google Sheets > Authorize with Google... and you're done!
With automatic updates let the Integration do the heavy lifting
Once it's connected, we'll create a new Google Sheet with a live connection to your Shortcut data. Each row will contain rich Story data and new changes will override existing info in real-time. The sheet is private to you, but you can share it with a wider audience as you see fit.
Connecting your data to Sheets enables you to build custom charts, reports, and dashboards to drive insights into what's going well (or not well). It's also great for sharing progress with the leadership team. Try it out today. Or tomorrow if your workday is over and you were hoping to relax.
Our Google Sheets Integration is part of Shortcut Labs. Get a full overview of everything happening with Shortcut Labs by watching the video below:
Nothing to see here...