1.Monitors matching report emails
Integrate Gmail and email metadata tools to watch for new matching emails, then grab the first attachment and message details.
Send dated client report to stakeholders and archive copy
Automatically monitor new report emails across Gmail. Create and update dated client report files in Google Drive, send them to stakeholders, and archive the delivered copy without manual reporting.
How this automation archives dated client report copies
When report emails arrive without a consistent archive process, files get lost and retrieval takes longer. This automation watches Gmail for matching emails, formats a date token, uploads and renames files in Google Drive, then sends the dated report to stakeholdersβso your team can preserve delivery history without chasing inbox threads.
Gmailor swap with your favorite app
2.Generates YYYYMMDD date token
Integrate Formatter by Zapier and date formatting tools to format the current timestamp into a YYYYMMDD token for filenames and subjects.
Formatter by Zapieror swap with your favorite app
3.Uploads report attachment to Drive
Integrate Google Drive and file storage tools to upload the attachment to a configured folder and set an initial dated name.
Google Driveor swap with your favorite app
4.Finds file and updates archive name
Integrate Google Drive and indexing tools to locate the uploaded file and rename it with the formatted date.
5.Sends dated report to stakeholders
Integrate Gmail and client distribution workflows to email the dated file, optionally CC internal recipients, and optionally delete the source email.
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