Hey team,
I was wondering how can we set up an automation with the following:
- Send monthly reports via email to our client about how many have booked and cancelled an appointment. These reports will be tracked using a Google Sheet.
- This should be sent every 1st of each month, then we will need to duplicate the template worksheet and rename those duplicates with the corresponding month and year.
- We need to make sure that these duplicates has the same header as the template, also is there anyway that Zapier has an action to rename the worksheet?
- Once this has been created, how can we automate the Zapier to make sure that new records will be tracked on the new worksheet for that corresponding month. Is it also possible that the email that is being sent monthly will have the updated link of the new worksheet for that month?
I was able to do the following triggers and actions:
Trigger: Schedule by Zapier (every month, 1st of the month )
Action: Send Outbound Email in Email by Zapier (added the spreadsheet link to the body of the email)
Action: Copy Worksheet in Google Sheets (this is to duplicated the template worksheet to create a new one every 1st of the month) -- the problem is we cannot rename the newly created copy and how can we automate the new records to be sent on this new copy?
Thank you in advance!
