I’m new to Zapier and trying to build an automation that allows for filtering a spreadsheet (Excel or Google Sheets) daily and then sending each individual row a customized text reminder via Twilio.
I understand that there is connections to Google Sheets, Excel, and Twilio via Zapier (referenced this article) - which is great! I’m struggling to understand what the capabilities are beyond triggering an SMS message for a specific event (new row, new worksheet, etc). I really need to interact with an entire spreadsheet following the below steps:
- Scheduled trigger via Schedule by Zapier to run daily
- Get dates + format dates to identify if Monday, Tuesday, Wednesday, etc when the automation runs
- Apply filter to Google Sheets for a column “Day” to dynamically identify if Monday and only return records listed for Monday.
- Using a loop/batch type function to treat each individual row as unique and push to Twilio to send a dynamic message to each row.
Lots of information there but hoping someone can help with my use case! My main roadblock is interacting with a file of data/applying filters/running subactions for each row.