Every week, the same routine: report deadline approaching, spreadsheets waiting for manual updates, and that nagging feeling you're missing something important in the numbers. No matter how organized you are, manual data management always takes longer than it should. If this sounds familiar, you are one among many professionals who lose hours each week on tasks that could be automated, turning what should be strategic work into repetitive data entry.
That’s why combining Google Sheets templates with monday.com is such a powerful move. Sheets is flexible, familiar, and easy to automate, while monday.com provides a structured workspace for collaboration. Whether you use a native Google Sheets template or one imported from an external source, once the template is in your Google Drive it can be connected to monday.com in the same way.
In this article, we’ll explore ten templates that can help you save time and cut down on errors, we’ll show how to connect them to monday.com, and highlight the benefits of using prebuilt solutions.
Prebuilt Templates You Can Use Today
1. Project Management Tracker
This project management Google Sheets template helps you track tasks, owners, deadlines, and status in a structured way. You can think of it as a Kanban board in spreadsheet form, when integrated with monday.com, every task update in Sheets can sync to your monday.com board.
Why it works: Teams get a simple, centralized view of progress, no task gets lost, and makes sure everyone’s heading in the same direction.
2. OKRs & Goals Dashboard
Quarterly reviews always arrive faster than expected. This template keeps your objectives and key results updated automatically as work progresses in monday.com, so you're never scrambling to piece together progress at the last minute.
Why it works: Leadership and teams can measure progress against quarterly OKRs without juggling multiple reports.
3. Weekly Status Report
This reporting template for Google Sheets replaces scattered email updates. It standardizes how teams share weekly progress, blockers, and next steps. Synced with monday.com items, you report progress without leaving your workspace.
Why it works: Clear communication, less time wasted on emails, and stakeholders always up to date.
4. Resource Allocation Planner
A Google Sheets template for resource planning that shows who is working on what, across all projects. Integrated with monday.com, it makes capacity management visible in real time.
Why it works: Managers can avoid overbooking people and balance workloads fairly, which improves efficiency and reduces burnout.
5. Budget Tracking Sheet
This Google spreadsheet template lets you log planned vs. actual expenses, compare categories, and spot variances early. Linked to monday finance boards, it keeps spending transparent.
Why it works: Finance and leadership always have a live view of costs, avoiding unpleasant surprises at the end of the month.
6. Marketing Campaign Tracker
A Google Sheets campaign tracker to map campaigns, budgets, and KPIs across multiple channels. Integrated with monday.com’s marketing workspace, it ensures campaign data is updated and visible to all stakeholders.
Why it works: Marketing teams can see performance in context, align spend with outcomes, and adapt campaigns faster.
7. Sprint & Agile Planner
This agile Google Sheets template includes backlog items, priorities, and story points for sprint planning. Connected to monday boards, it bridges planning in Sheets with execution in monday.com.
Why it works: Product and dev teams align better. What’s planned in Google Sheets flows straight into daily sprint boards without duplication.
8. Sales Pipeline Overview
A Google Sheets sales pipeline template that tracks deals by stage, owner, and value. Integrated into monday.com CRM boards, it gives sales teams and managers a clear overview of pipeline health.
Why it works: Sales leaders can forecast revenue more accurately, and reps save time by avoiding double data entry.
9. Customer Feedback Log
This Google Sheets feedback log template captures input from surveys, support tickets, or customer interviews. Connected to monday.com, feedback is automatically shared with product and support teams.
Why it works: Teams act on feedback faster, ensuring customers feel heard and improvements reach production sooner.
10. KPI Reporting Dashboard
A Google Sheets dashboard template that pulls together high-level KPIs such as growth rate, churn, and NPS. By embedding or syncing into monday dashboards, leadership always sees fresh data.
Why it works: Executives don’t wait for manual reports, strategic decisions are based on live numbers.
How to Connect Google Sheets to monday.com
Connecting sheets and monday.com doesn’t require coding skills:
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Start with your template: Pick or duplicate one of the Google Sheets templates above in your Drive.
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Set up the Monday integration: Open the monday.com marketplace, search for Google Sheets, and install your preferred integration app. Once installed, you can either paste the link of your sheet or embed it directly inside a board. Choose integrations with comprehensive security frameworks (detailed documentation, dedicated contacts, proactive protection) and proven user trust through community feedback. These criteria ensure you get both technical reliability and dedicated customer support when you need help.
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Set permissions: Decide who can view or edit the sheet once it’s inside monday.com.
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Test the connection: Update a cell in Google Sheets or add a new row to confirm changes appear in monday.
💡 Need a quick walkthrough? Here’s the step-by-step tutorial on YouTube.
Benefits of Using Ready-to-Use Templates
The real advantage of using Google Sheets templates with monday.com isn't just saving time, although of course you'll save plenty.
It's about consistency. When everyone uses the same structure for tracking OKRs, managing budgets, or planning sprints, you eliminate the confusion that comes from everyone inventing their own system.
Templates reduce the learning curve when processes change and become a powerful driver of change. When a new process or reporting style is introduced, they provide a stable framework that helps teams transition smoothly and stay aligned.
Conclusion
Google Sheets and monday.com are powerful on their own, but together they form a flexible, automated workflow. Starting with ready-to-use templates delivers immediate benefits: faster setup, fewer errors, and stronger collaboration.
The key is finding templates that match your current processes, then adapting them as your team grows. Whether you're tracking projects, managing budgets, or planning sprints, the right template can turn Friday afternoon spreadsheet chaos into organized, actionable data that actually gets used.
FAQ
What are Google Sheets templates for monday.com?
These are ready-to-use spreadsheet models that help you manage projects, budgets, and reports in Google Sheets while connecting directly to monday.com for automated data updates.
What advantages do they offer compared to a standard spreadsheet?
The templates are prebuilt with optimized columns and formulas for collaboration and integration. They allow teams to start quickly with an efficient structure and easily scale as projects grow or workflows become more complex.
Can I customize the Google Sheets templates?
Yes, every template can be adjusted to your needs. You can add or remove columns, change colors, modify formulas, and choose which data to sync with monday.com.
How secure is the connection between Google Sheets and monday.com?
Monday.com’s official integrations use secure connections and permission controls. You can define who can view or edit each linked sheet to maintain data protection.
Who should use these templates?
These templates are ideal for teams that want to improve efficiency while keeping the flexibility of Google Sheets, such as project managers, marketing, finance, and operations teams already using monday.com to automate daily workflows.