About Zapier Community
New to our Community? Get to know more about our space and how to make the most of your time here.

Code of Conduct Community FAQ's Zapier Common Questions What to Expect

Get Started With Zapier
New to Zapier? We have got you covered with our Zapier 101 Resources.

Zapier Essentials

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Zapier Reading
All of our best learning resources can be found here.

Featured Articles Show & Tell AI Hub Zapier Tools Hub

Learning Groups
Excited to meet other builders? Check out our interest areas full of doers, dreamers, and in-betweeners.

User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

  • Home
  • Get Help
  • How Do I
  • How to create a Zap that sends a weekly report by email (need guidance in easiest way to extract weekly data)
Best answer

How to create a Zap that sends a weekly report by email (need guidance in easiest way to extract weekly data)

  • 10 December 2020
  • 4 replies
  • 701 views
D

Good Morning,

 

I am new to Zapier (loving it) and trying to get some new zaps set up.  I want to automate a weekly report that I send to one of my clients.

I am clear on how to schedule the email from Zapier.  I want to include the report data I gather in my Notes app during the week but can’t find a way to insert text data from there.  I can only see an option to add an attachment but it would be a different attachment that I need to send each week.

Is there a way to insert text data into the email body itself?  What would be the easiest way to do that?

Thanks for your help

Dee 

icon

Best answer by ForYourIT 10 December 2020, 13:42

View original
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

4 replies

ForYourIT
Userlevel 7
Badge +7

Hi there @deeisfordigital ,

I am not sure exactly what you are trying to achieve, but it seems like you want to add dynamic text within some email body every week. To do this, you can use different approaches:

  • Every week, use the Schedule by Zapier and look into some data from a spreadsheet. You can then use a Google Spreadsheet to insert your dynamic email text
  • Or, instead of a schedule use some trigger that acts on a new row within a Google Spreadsheet. Then every time you add the dynamic text in a new row, it will use this text and start the automation

 

Hope this helps you! let me know if you have any other questions

~Bjorn

D

Thank you Bjorn that’s very helpful.  Dee x

ForYourIT
Userlevel 7
Badge +7

Let me know if it works @deeisfordigital  and mark as answered please ;) Maybe it can help others if you get it working. 

~Bjorn

D

You inspired me to do it a bit differently. I just created a link to the report on Google Drive and inserted it in the email so they always have access to the latest info.

Terms & Conditions