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  • How do I setup a Zap to automatically send a Gmail once per week to a specific person with Google Sheet as an attachment?
Question

How do I setup a Zap to automatically send a Gmail once per week to a specific person with Google Sheet as an attachment?

  • 8 November 2022
  • 6 replies
  • 63 views
N

Hi,

I am new to Zapier & need some epert help!!

 

I have a zap for exporting leads from my facebook ads to a google sheet.

Now I want to setup a Zap for to automatically send a gmail once per week to a specific person with that google sheet as an attachment.

 

Can anyone help me out!!

 

Thanks a mil

 

Nigel

6 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @nk1 

Good question.

Try these Zap steps:

  1. Trigger: Schedule
  2. Action: Gmail - Send Email
    1. Include the desired export link to the GSheet in the attachment
      1. Make sure the GSheet is publicly available to be used in Zaps

 

PREP

Use a temp Zap to find the GSheet to get the desired GSheet export link (e.g. CSV, PDF, etc.)

Action: GDrive - Find FIle

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
N

Hi Troy,

 

Thank you for your response.

I have the schedule sorted - Thanks to your advice!

 

I did an action of send email and in the attachments I put the public link of the google sheet. But the test email doesnt pull in the sheet it just sends a form of .txt file - which is not what I want!

 

Then I added a step to find file - but not getting it to find my file either!!!

 

So sorry - I am so bad!

 

Thank you

Troy Tessalone
Userlevel 7
Badge +14

@nk1 

Please post screenshots with how your Zap steps are configured in order for us to have context.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
N

This is the screen shot from finding the file!

 

I have a work around - by placing the link of the google sheet in the body of the email - at least the person can get the sheet that way - worst case!

3 Attachments
Troy Tessalone
Userlevel 7
Badge +14

@nk1 

Question becomes whether the person should be the GSheet as an attachment (snapshot) on the email OR as a link in the body of the email.

Link in the body of the email would be better if they need to see the live GSheet.

 

The screenshots don’t show how your Gmail step is configured that is producing the issue.

 

You can use this utility to determine the GDrive directly file download link, which may need to be used:

https://sites.google.com/site/gdocs2direct/

 

EXAMPLE

FROM: https://drive.google.com/file/d/XXX/view?usp=sharing

TO: https://drive.google.com/uc?export=download&id=XXX

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Liz_Roberts
Userlevel 7
Badge +8

Hi @nk1 👋🏽 Welcome to the world of Zaps!

Checking in to see if you were able to get this particular Zap up and running. Let us know if you’re running into any issues and we’ll see if we can troubleshoot further!

Reply


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