Overview
This workflow automates sending personalized SMS messages directly from a Google Sheet using Twilio. Simply update a row's status to "To send" and the workflow automatically sends the text message, then updates the status to "Success" or "Error" based on delivery results. Perfect for event reminders, bulk notifications, appointment confirmations, or any scenario where you need to send customized messages to multiple recipients.
Key Features
- Simple trigger mechanism: Change the status column to "To send" to queue messages
- Personalization support: Use
[First Name]and[Last Name]placeholders in message templates - Automatic status tracking: The workflow updates your spreadsheet with delivery results
- Error handling: Failed deliveries are clearly marked, making it easy to identify issues like invalid phone numbers
- Runs every minute: The workflow polls your sheet continuously when active
Setup Instructions
Step 1: Copy the Template Spreadsheet
Make a copy of the Google Sheets template by going to File → Make a copy. You must use your own copy so the workflow has permission to update status values.
Step 2: Connect Your Accounts
- Google Sheets: Add your Google account credentials to the 'Monitor Google Sheet for SMS Queue' trigger node
- Twilio: Sign up for a free Twilio account (trial works for testing). From your Twilio dashboard, get your Account SID, Auth Token, and Twilio phone number, then add these credentials to the 'Send SMS via Twilio' node
Step 3: Configure the Workflow
In the Config node, update:
sheet_url: Paste the URL of your copied Google Sheetfrom_number: Enter your Twilio phone number (include country code, e.g., +1234567890)
Step 4: Activate and Test
Activate the workflow using the toggle in the top right corner. Add a row to your sheet with the required information (ID, First Name, Phone Number, Message Template) and set the Status to "To send". Within one minute, the workflow will process the message and update the status accordingly.