Hey everyone! I’m new to Zapier and I’m trying to set up a workflow to automate some work tasks. Here is what I’m trying to accomplish and I’m hoping you guys can point me in the right direction.
- Every day I receive an email from an address that gives me a report of items my customers have purchased through a specific manufacturer. My customers place their orders through them so this is my only reporting from this specific manufacturer
- I receive an Excel Spreadsheet in this email with a list of items and quantities, which I have already managed to save daily to a folder in Google Drive and convert to Sheets
- There is a 3 row fixed header in this file that I would either like to delete completely and copy all rows to another sheet OR copy all rows containing data below line 3 (don’t copy the the fixed header). I would like this to run on any new sheet created in the Google Drive folder
- Paste this data into another google sheet after all existing rows… so that it’s basically a file with a running tally from the previously received excel files
- I already have a Zap that sees new rows in this running tally and creates a deal in my CRM
My big issue here is figuring out how to bridge the gap between downloading the file to the Drive Folder and the running tally.
Any help would be much appreciated! I’m a single man small company and I’m trying to remove as much busy work as possible so I can focus on more important things!
Thank you in advance!
6.8.0