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As a marketing agency we spend a lot of time on reporting. For larger clients a custom dashboard is created, but this is not always feasible for smaller clients. So, we update them weekly with metrics such as impressions, reach and sales through e-mail.

Running reports from multiple data sources (Facebook, Google Ads...) and typing statistics in a mail is a waste of time. Ideally we want to automate this reporting by sending campaign managers weekly e-mails with the latest statistics.

Tools such as Supermetrics and Funnel can update metrics from almost all advertising channels periodically in Google Sheets. Unfortunately, it is not possible with Zapier to select the contents of specific cells and convert them to dynamic fields we can use in Gmail.

An example of this automation would be a weekly mail that contains the following, with dynamic fields as brackets:

--

Hi {client},

Quick update on your {channel} campaign. {Previous week} your {channel} campaign had {amount1} {metric1} and {amount2} {metric2}

--

Any ideas?


Hi @pim

Feel free to message me if you decide to use a custom integration for Google Sheets to extract specific cells from a sheet.

Ikbel


Hi @pim when you say that the values are in a Google Sheet, how are they arranged? If you can get them all in one row with the date then it might be possible to do this without code/a custom integration.

You could use a Google Sheets Find Row step to pull the relevant information and then add that into the email.


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