1.Triggers daily at 07:00
Integrate Schedule by Zapier and automation scheduling tools to start the workflow at 07:00 daily.
When the daily schedule hits and new unprocessed bathrobe checkout records are present, delays can add noise and create data gaps. This automation finds matching records, formats and exports a CSV, emails recipients, and marks records processed—so your team can run check-in and check-out reporting smoothly.
Integrate Schedule by Zapier and automation scheduling tools to start the workflow at 07:00 daily.
Integrate Zapier Tables and database querying tools to find unprocessed records created in the previous day.
Integrate Formatter by Zapier and data formatting tools to convert date fields into CSV friendly text.
Integrate Google Sheets and CSV export tools to add rows and export the sheet as a CSV attachment.
Integrate Microsoft Office 365 and email delivery tools to send the summary email with the exported CSV attached.
Integrate Looping by Zapier and Zapier Tables to update each record ID and set the processed flag to true.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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