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How can I send automated email reminders 1 day before payroll check dates from a Microsoft Excel spreadsheet?

  • May 29, 2024
  • 1 reply
  • 24 views

I have a spreadsheet of payroll clients that has payroll check dates. I want to use this spreadsheet that has every payroll check date by client and set up automated email reminders 1 business day prior to the check date at 1:30 PM PST. How do i create a ZAP using this excel data so that will only send a reminder on that date and time? 

 

Thanks for your help!

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1 reply

Troy Tessalone
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Hi @StephenBrown 

You would need to define which email app you are trying to use. (e.g. Gmail, Outlook, etc.)

 

If you are trying to run Zaps on a schedule, then check out the Schedule Zap app: https://zapier.com/apps/schedule/help

 

If you are trying to find multiple matching rows in an Excel file, then you may be limited by the available Excel Zap app actions: https://zapier.com/apps/excel/integrations#triggers-and-actions

 

You may want to consider using GSheets in stead of Excel, which supports finding multiple rows.

https://zapier.com/apps/google-sheets/integrations#triggers-and-actions

 

If you are trying to iterate thru 1+ rows of data, then the Looping app can be used: https://zapier.com/apps/looping/help

 

An alternative approach would be to use Airtable: https://zapier.com/apps/airtable/integrations#triggers-and-actions

Airtable has native Automations with native integrations for Outlook & Gmail.