{"id":256815,"date":"2025-08-29T14:30:31","date_gmt":"2025-08-29T12:30:31","guid":{"rendered":"https:\/\/www.sheetgo.com\/?p=256815"},"modified":"2026-04-02T13:40:18","modified_gmt":"2026-04-02T11:40:18","slug":"categorisation-automatique","status":"publish","type":"post","link":"https:\/\/www.sheetgo.com\/fr\/blog\/how-to-solve-with-sheetgo\/automatic-categorization\/","title":{"rendered":"Cat\u00e9gorisation automatique et sans effort des donn\u00e9es (flux de travail en 6 \u00e9tapes)"},"content":{"rendered":"

[et_pb_section fb_built=”1″ _builder_version=”4.27.4″ _module_preset=”default” da_disable_devices=”off|off|off” global_colors_info=”{}” theme_builder_area=”post_content” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n

In the world of data, finding a method for automatic categorization is the key to unlocking the value hidden within your spreadsheets. Your sheets are more than just grids; they are collections of customer stories, financial footprints, and creative ideas. Hidden in your rows of raw text is the feedback that could inspire your next big feature or the transaction data that could reveal savings.<\/p>\n

A spreadsheet lacking clear categories or tags holds untapped potential; without them, its information remains impossible to analyze or act upon.<\/p>\n

That\u2019s where Sheetgo\u2019s AI Data Processor steps in. With just a few clicks, you can classify support issues, sort expenses, and bring order to chaos \u2014 all within Google Sheets, while the AI does the thinking for you.<\/p>\n

Problem: Manual Categorization of Data<\/h2>\n

The manual approach to organizing spreadsheet data is fundamentally broken. It’s the slow, error-prone opposite of true automatic categorization. Manually scrolling through each row to assign a tag isn’t just inefficient; it’s a recipe for inconsistent data.<\/p>\n

A simple typo or a slight difference in opinion\u2014like one person using Bug Report while another uses Technical Issue\u2014can make your reports unreliable. This manual work doesn’t just consume time; it actively damages the quality of your data.<\/p>\n

With Sheetgo AI, you don\u2019t have to spend hours applying categories or chasing consistency. The AI looks at your data and applies clean, standardized tags automatically, so every row fits where it belongs.<\/p>\n

Sign up for Sheetgo<\/h2>\n

First, you\u2019ll need a Sheetgo account. It\u2019s free to get started and the process takes less than a minute.<\/p>\n

>> Click here to sign up for Sheetgo<\/a><\/p>\n

Once you\u2019re signed in, you\u2019ll land on the main interface. From there, click the\u00a0<\/span>+ Create workflow<\/strong>\u00a0<\/span>button and select\u00a0<\/span>Start from scratch<\/strong>\u00a0<\/span>to build your first automatic categorization workflow.<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n

Use Case 1: Automatic Categorization of Marketing Content by Topic<\/h3>\n

The Scenario:<\/strong> Your marketing team has a spreadsheet filled with hundreds of blog post titles, YouTube video ideas, and social media concepts. It\u2019s a treasure trove of creativity, but it\u2019s completely unstructured. Without tags, you can’t build a strategic content calendar or see if you’re covering key business themes.<\/p>\n

The Goal:<\/strong> To leverage automatic categorization to analyse each content title, assign relevant tags, and build a structured library for easy filtering and planning.<\/p>\n

Sample Google Sheet<\/h4>\n

The spreadsheet, titled Marketing Content-2025<\/strong>, serves as a content hub, listing various Content Titles and a brief Content Brief for each.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2025\/08\/Monosnap-Customer-Feedback-Google-Sheets-2025-08-11-10-48-37-1.webp” title_text=”Monosnap Customer Feedback – Google Sheets 2025-08-11 10-48-37″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n

1. Start Your Workflow : In your Sheetgo dashboard, click the + Create workflow button and select Start from scratch.<\/p>\n

2. Click Select source. Choose Google Sheets and then find and select your spreadsheet named Marketing_Content-2025. Make sure to select the tab containing the content and click Next.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2025\/08\/111.webp” title_text=”111″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n

3. Click the (+) button below your source connection to add the next step. From the menu that appears, select AI data processing.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2025\/08\/112.webp” title_text=”112″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n

4. A configuration panel will appear. This is where you will give the AI its instructions. In the text box, paste the prompt specific to your goal. This is the most important step, as it tells the AI exactly what you want to achieve. Paste the following prompt:<\/p>\n

\n

Read the @Content Title. In a new column called Content Format, classify the type of content it represents. Use one of these labels: How-To Guide<\/strong>, Case Study<\/strong>, Listicle<\/strong>, Announcement<\/strong>, or Thought Leadership<\/strong>.<\/p>\n<\/blockquote>\n

[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2025\/08\/113.webp” title_text=”113″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n

5. Click the (+) button again and select Google Sheets as the destination. You can either choose to create a new spreadsheet and give it the name, or name continue within the current spreadsheet and select a new tab. Once done, click Finish and Save.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2025\/08\/114.webp” title_text=”114″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n

6. Immediately after saving, you’ll see a screen indicating that the workflow is running. A message at the top will confirm the workflow’s progress.<\/span><\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2025\/08\/Monosnap-Marketing_Content_Categorization_Workflow-Sheetgo-2025-08-28-11-22-46.webp” title_text=”Monosnap Marketing_Content_Categorization_Workflow – Sheetgo 2025-08-28 11-22-46″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n

In just moments, your spreadsheet will be transformed \u2014 with automatic categorization applied to every row. No manual tagging, no inconsistencies \u2014 just clean, organized data, ready for reporting, filtering, or analysis.To view your results, you have two easy options:<\/p>\n

    \n
  1. From the Sheetgo Dashboard:<\/strong> Your destination file in the workflow view is now a clickable link. Simply click on it to open your new Google Sheet directly.<\/li>\n
  2. In your Google Drive:<\/strong> Locate your original Marketing_Content-2025 spreadsheet. It now contains two tabs: one with your original data and another labeled Sheetgo_Content (which you can rename)<\/strong> where the AI has seamlessly integrated the new Content format column.<\/li>\n<\/ol>\n

    [\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2025\/08\/8-1.webp” title_text=”8″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n

    Use Case 2: Automatic Categorization of Customer Feedback<\/h3>\n

    The Scenario:<\/strong> Your company is drowning in customer feedback \u2013 and that\u2019s a good problem to have. But the feedback is scattered across support tickets, survey responses, and app store reviews. It\u2019s a constant stream of valuable information, but it\u2019s all noise. No one has the time to manually read thousands of entries to find the critical signals hidden within.<\/p>\n

    The Goal:<\/strong> To automatically analyze every piece of customer feedback and classify it by its core topic. This will transform the chaotic voice of the customer into a clean, organized report that reveals why customers are reaching out.<\/p>\n

    Sample Google Sheet\u00a0<\/h4>\n

    The spreadsheet contains a list of customer feedback tickets, with each row providing a Ticket ID and the corresponding Customer Feedback comment.<\/p>\n

    [\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2025\/08\/10-2.webp” title_text=”10″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n

    1. Start Your Workflow : In your Sheetgo dashboard, click the + Create workflow button and select Start from scratch.<\/p>\n

    2. Click Select source. Choose Google Sheets and then find and select your spreadsheet named Sample Data: Customer Feedback<\/strong> . Make sure to select the tab containing the feedback and click Next.<\/p>\n

    [\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2025\/08\/15-2.webp” title_text=”15″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n

    3. Click the (+) button below your source connection to add the next step. From the menu that appears, select AI data processing.<\/p>\n

    [\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2025\/08\/16-2.webp” title_text=”16″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n

    4. A configuration panel will appear. This is where you will give the AI its instructions. In the text box, paste the prompt specific to your goal. This is the most important step, as it tells the AI exactly what you want to achieve. Paste the following prompt:<\/p>\n

    \n

    Analyze the text in the @Customer Feedback column. Create a new column called Category. Classify each entry into ONE of the following categories: Billing Issue, Bug Report, Feature Request, or General Inquiry. If it doesn’t clearly fit, label it Other.<\/p>\n<\/blockquote>\n

    [\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2025\/08\/17-1.webp” title_text=”17″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n

    5. Click the (+) button again and select Google Sheets as the destination. You can either choose to create a new spreadsheet and give it the name, or name continue within the current spreadsheet and select a new tab. Once done, click Finish and Save.<\/p>\n

    [\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2025\/08\/18-2.webp” title_text=”18″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n

    6.Immediately after saving, you’ll see a screen indicating that the workflow is running. A message at the top will confirm the workflow’s progress.<\/span><\/p>\n

    [\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2025\/08\/Monosnap-Marketing_Content_Categorization_Workflow-Sheetgo-2025-08-28-11-28-07-1.webp” title_text=”Monosnap Marketing_Content_Categorization_Workflow – Sheetgo 2025-08-28 11-28-07″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n

    In just moments, your spreadsheet will be transformed \u2014 with automatic categorization applied to every support ticket. No manual triage, no inconsistent labels \u2014 just clear, structured issue types, ready for routing, prioritization, or analysis. To view your results, you have two easy options:<\/p>\n

     <\/p>\n

      \n
    1. From the Sheetgo Dashboard:<\/strong> Your destination file in the workflow view is now a clickable link. Simply click on it to open your new Google Sheet directly.<\/li>\n
    2. In your Google Drive<\/strong>: Locate your original July-Lead Notes spreadsheet. It now contains two tabs: one with your original data and another labeled Sheetgo_Feedback_Categories (which you can rename)<\/strong> where the AI has seamlessly integrated the new Category column.<\/li>\n<\/ol>\n

      [\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2025\/08\/20-1.webp” title_text=”20″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n

      Use Case 3: Automatic Categorization of Expense by Department<\/h3>\n

      The Scenario: It’s the end of the month, and the finance team has a raw export from the company credit card provider. It’s hundreds of lines of cryptic transaction descriptions like AMZ-WEB-SRVCS<\/strong>, UBER-TRIP-EWR<\/strong>, and ADOBE CREATIVE CLOUD<\/strong>. To close the books and manage budgets, every single one of these needs to be assigned to the correct department.<\/p>\n

      The Goal: Automatically categorize each expense into departments like Marketing<\/strong>, Operations<\/strong>, Sales<\/strong>, IT<\/strong>, or HR<\/strong>, based on the description in your spreadsheet.<\/p>\n

      Sample Google Sheet<\/h4>\n

      The spreadsheet, titled Local Expenses – 2024<\/strong>, provides a record of expenses, listing the Transaction Date, a brief Transaction Description<\/strong>, and the Amount<\/strong> for each entry.<\/p>\n

      [\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2025\/08\/30-1.webp” title_text=”30″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n

      1. Start Your Workflow : In your Sheetgo dashboard, click the + Create workflow button and select Start from scratch.<\/p>\n

      2. Click Select source. Choose Google Sheets and then find and select your spreadsheet named Local Expenses – 2024<\/strong>. Make sure to select the tab containing the expenses and click Next.<\/p>\n

      [\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2025\/08\/31-1.webp” title_text=”31″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n

      3. Click the (+) button below your source connection to add the next step. From the menu that appears, select AI data processing.<\/p>\n

      [\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2025\/08\/32.webp” title_text=”32″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n

      4. A configuration panel will appear. This is where you will give the AI its instructions. In the text box, paste the prompt specific to your goal. This is the most important step, as it tells the AI exactly what you want to achieve. Paste the following prompt:<\/p>\n

      \n

      Analyze the text in the @Transaction Description column. Create a new column called Department. Classify each expense into one of the following departments: Marketing, Sales, Operations, IT, or HR. If it’s a general company expense, label it General & Admin.<\/p>\n<\/blockquote>\n

      [\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2025\/08\/33-1.webp” title_text=”33″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n

      5. Click the (+) button again and select Google Sheets as the destination. You can either choose to create a new spreadsheet and give it the name, or name continue within the current spreadsheet and select a new tab. Once done, click Finish and Save.<\/p>\n

      [\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2025\/08\/34-1.webp” title_text=”34″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n

      6. Immediately after saving, you’ll see a screen indicating that the workflow is running. A message at the top will confirm the workflow’s progress.<\/span><\/p>\n

      [\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2025\/08\/Monosnap-Marketing_Content_Categorization_Workflow-Sheetgo-2025-08-28-11-32-06.webp” title_text=”Monosnap Marketing_Content_Categorization_Workflow – Sheetgo 2025-08-28 11-32-06″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n

      In just moments, your spreadsheet will be transformed \u2014 with automatic categorization applied to each expense. No manual tagging, no inconsistencies \u2014 just clean, labeled data, ready for budgeting, reporting, or departmental analysis. To view your results, you have two easy options:<\/p>\n

        \n
      1. From the Sheetgo Dashboard:<\/strong> Your destination file in the workflow view is now a clickable link. Simply click on it to open your new Google Sheet directly.<\/li>\n
      2. In your Google Drive:<\/strong> Locate your original Local Expenses – 2024 spreadsheet. It now contains two tabs: one with your original data and another labeled Sheetgo_Sorted-Expenses (which you can rename)<\/strong> where the AI has seamlessly integrated the new department column.<\/li>\n<\/ol>\n

        [\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2025\/08\/36-1.webp” title_text=”36″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]<\/p>\n

        Conclusion: Automatic Categorization Analysis with Sheetgo AI<\/h2>\n

        We began with a simple idea: your spreadsheets are collections filled with untapped potential. For too long, that potential has been locked away by the tedious, manual work of sorting and labeling.<\/p>\n

        As we\u2019ve seen, the journey from a chaotic collection to a curated, strategic asset is now possible\u2014and automated. The power of automatic categorization with the Sheetgo AI Data Processor lies in its ability to understand your data and do the heavy lifting for you.<\/p>\n

        Whether you\u2019re a marketer building a content engine, a support lead finding the root cause of customer issues, or a finance manager demanding budget clarity, the outcome is the same:<\/p>\n