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Question

How do I set up Looping for a manually updated Microsoft Excel sheet?

  • November 5, 2024
  • 3 replies
  • 35 views

 

Hello,

 

I’m trying to set up a zap where at a specific time everyday an email is sent out to people from an excel sheet that is manually updated. To do this I created a “Email Sent” column that indicates if that contact has been emailed and plan on having Zapier update the column each time. I only want Zapier to email people if that column has a “No” value in it. Is this the right approach or is there a better way to do this? 

 

If this is a good approach for auto emailing people, how do I use the looping feature correctly? I’d like for it to read each new line item that was added manually and pull all that information for each email. All the emails are mapping information from the line item so I want to make sure that’s still working properly. Also since I only want the emails to be sent if the “Email Sent” column reads “No”

 

Any help would be great! Thanks!

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3 replies

  • Author
  • Beginner
  • November 5, 2024

This is how my google sheets zap is configured btw.


  • Author
  • Beginner
  • November 6, 2024

Nevermind, I ended up using the Lookup Spreadsheet Row (Advanced) and used a Zapier Filter


JammerS
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  • Zapier Staff
  • November 6, 2024

Hi @rune636,

 

We sincerely apologize if we missed your inquiry. Do you need further assistance with your Zap? As we can see, you used the Lookup Spreadsheet Row (Advanced) to proceed with your Zap. We appreciate you keeping us in the loop.