sheet/create FormID SH04

When to Use

• Reporting — monthly tab generation: A scheduled workflow runs on the first of each month and creates a new tab named "Jan 2026", "Feb 2026", etc. in a shared annual report spreadsheet. After creating the tab, it writes headers and populates data — all in a single automated workflow run.
• Finance — per-department budget tabs: When a new department is added to the org chart, a workflow triggers and creates a new budget tab named after the department inside the master "Budgets 2026" spreadsheet. The tab is color-coded by business unit using the TabColor field.
• HR — per-cohort onboarding sheets: Each month's new-hire cohort gets a dedicated tab in the "Onboarding Tracker" spreadsheet. A workflow creates the tab with the cohort name ("May 2026 Cohort"), writes the header row, then appends one row per new hire from the HRIS data.
• Operations — per-project tracking tabs: When a project is approved in the project management system, a workflow creates a project-specific tab in the "Projects Tracker" spreadsheet. The tab is initially hidden until the project kick-off date, then made visible via a scheduled unmask workflow.
• Client portals — isolated data views: In a multi-client analytics spreadsheet, a workflow creates a new client-specific tab (named by client ID) when a new client is onboarded. Each client's data is written to their own isolated tab, keeping data separated without requiring multiple spreadsheet files.

Configuration

Validation Errors

Output Fields

Sample Configuration

{
  "resource": "sheet",
  "operation": "create",
  "CredentialId": 12,
  "SpreadsheetId": "1BxiMVs0XRA5nFMdKvBdBZjgmUUqptlbs74OgVE2upms",
  "Title": "{{ $now | date('MMM YYYY') }} Report",
  "Hidden": false,
  "TabColor": 4034338
}

The TabColor value 4034338 corresponds to RGB(61, 133, 198) — a medium blue, matching the BizFirstAI brand color.

Sample Output

{
  "sheetId": 1847392041,
  "sheetName": "May 2026 Report",
  "sheetIndex": 4,
  "spreadsheetId": "1BxiMVs0XRA5nFMdKvBdBZjgmUUqptlbs74OgVE2upms",
  "status": "success",
  "resource": "sheet",
  "operation": "create"
}

Expression Reference

Assuming this node is named createMonthTab in the workflow:

Node Policies & GuardRails

• Duplicate tab prevention: Always check whether the target tab already exists before calling sheet/create in workflows that may re-run (e.g. scheduled workflows that could fire more than once in an error-retry scenario). Use an sheet/get in a try-catch pattern or add an IF node gated on a flag stored in a Variable node.
• TabColor calculation: The color integer is computed as R * 65536 + G * 256 + B. Common values: Red (16711680), Orange (16737843), Yellow (16776960), Green (5025616), Blue (4034338), Purple (7340032), Gray (9211020).
• Chaining to write nodes: After creating a tab, use {{ $output.createMonthTab.sheetName }} as the SheetName input to the subsequent sheet/append or sheet/update nodes. This ensures the write goes to the freshly created tab even if the Title expression was dynamic.
• Hidden tabs: Hidden tabs are still accessible via the API. Workflows can read and write to hidden tabs. Use this for staging, pre-population, or controlled release patterns.
• Credential scope: Requires Editor or Owner permission on the spreadsheet. Viewer credentials cannot create new tabs.
• Quota: One write request per tab creation.

Workflow Examples

Example 1 — Monthly Report Tab Provisioning

// Trigger: Scheduled — 1st of each month at 6 AM
// Node 1 — sheet/create (createMonthTab)
{
  "resource": "sheet", "operation": "create",
  "CredentialId": 12,
  "SpreadsheetId": "{{ $env.ANNUAL_REPORT_SHEET_ID }}",
  "Title": "{{ $now | date('MMM YYYY') }}",
  "Hidden": false,
  "TabColor": 4034338
}

// Node 2 — sheet/append (writeHeaders)
// Appends the header row to the new tab
{
  "resource": "sheet", "operation": "append",
  "CredentialId": 12,
  "SpreadsheetId": "{{ $output.createMonthTab.spreadsheetId }}",
  "SheetName": "{{ $output.createMonthTab.sheetName }}",
  "DataMode": "DefineBelow",
  "ColumnMappings": [
    { "Column": "Date", "Value": "Date" },
    { "Column": "Revenue", "Value": "Revenue" },
    { "Column": "Orders", "Value": "Orders" }
  ]
}

// Node 3 — HttpRequest: fetch this month's data
// Node 4 — sheet/append: write data rows

Example 2 — New Client Onboarding Tab

// Trigger: Webhook — new client created in CRM
{
  "resource": "sheet", "operation": "create",
  "CredentialId": 15,
  "SpreadsheetId": "{{ $env.CLIENT_ANALYTICS_SHEET_ID }}",
  "Title": "{{ $json.clientCode }} — {{ $json.clientName }}",
  "Hidden": true,
  "TabColor": 9211020
}
// Tab starts hidden. A separate scheduled workflow reveals it at go-live date.