Question

How can I automate sending Google Sheets data as a pivot table and CSV attachment via scheduled email?

  • 25 June 2023
  • 1 reply
  • 161 views

II have been trying to create automation where the Google Sheet data can be sent via email using a scheduler. The email should include a pivot table generated from the Google Sheet data, and it would be great if the Google Sheet data can also be attached as a CSV file in the same email.

Please help here


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1 reply

Userlevel 7
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Hi @ashok, welcome to the Community! 🙂

I’m thinking you could use the Schedule by Zapier app to get the Zap to trigger everyday at a certain time (see: Schedule Zaps to run at specific intervals). Then pull the information from the Google Sheet using a Get Many Spreadsheet Rows (Advanced, output as Line Items) action that you then use to populate a HTML table in the email. 

It seems like you could use a Find a File (Google Drive) action to find the spreadsheet which would give a link to a CSV version of the file: 

Then, you could select that link to the CSV version (provided it was publicly-accessible, see Send files in Zaps for more details) to use for the email’s attachment. 

Hope that helps to get you pointed in the right direction. Please do keep us in the loop on how you get on!