1.Triggers on the first day each month
Integrate Schedule by Zapier and automation schedules to calculate the monthly run date for archiving.
Create monthly report folder and copy last month's reports
Automatically create year and month folders across Google Drive and prepare reporting across Google Sheets when the monthly schedule fires. Create and update monthly report files when new month starts, prior reports are ready, or report folders are missingβso you can organize archives, copy worksheets, and speed review without manual archiving.
How this automation protects your monthly reporting archives
When the monthly schedule triggers on the first day, delays can leave report folders unorganized and review prep incomplete. This automation creates and organizes folders and copies the prior month report document and worksheet tabsβso your team can review faster without manual archiving.
Schedule by Zapieror swap with your favorite app
2.Calculates previous month and month name
Integrate Formatter by Zapier and reporting utilities to format month name and month number from the trigger date.
Formatter by Zapieror swap with your favorite app
3.Finds or creates year folder
Integrate Google Drive and document repositories to search the year folder and create it when missing.
Google Driveor swap with your favorite app
4.Creates new month folder
Integrate Google Drive and folder management to create the destination month folder inside the year folder.
5.Copies prior report and key tabs
Integrate Google Drive and Google Sheets to copy the prior month report document and selected worksheet tabs.
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Simplify document access with automated file routing, archive logging, and retrieval alerts
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