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Templates

How to duplicate and use LiveFlow templates with your own data

How to duplicate Google Sheets / LiveFlow templates?

  1. Open the template
  2. DO NOT REQUEST ACCESS
  3. Instead, MAKE A COPY OF THE FILE
  4. Go to File -> click Make a Copy

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How to connect data to a Google Sheets / LiveFlow template?

  1. Once you've made a copy of the template, go to Extensions -> LiveFlow -> Get started
  2. Go to Manage Reports
  3. Click on the report with demo data we've added to the template
  4. Click Change Company
  5. Update this to one of your own companies
  6. Click Update & Refresh

Learn how to do this step-by-step in the video below 👇

Automate financial reporting with LiveFlow

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Want to eliminate manual updates of your Excel & Google Sheets models?

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