1.Monitor new attachment in labeled thread
Integrate Gmail and email thread tracking to capture the new report attachment and pass the file into the workflow.
When new report attachments arrive but totals stay unposted, teams lose time to staffing and resourcing decisions. This automation monitors Gmail attachments, filters report days, extracts month-to-date writing and design totals, and posts a Slack summaryβso your team can decide faster.
Integrate Gmail and email thread tracking to capture the new report attachment and pass the file into the workflow.
Integrate Filter by Zapier and scheduling rules to continue only for report delivery dates that match your configured timing.
Integrate Formatter by Zapier and CSV import tools to parse the attachment and map source columns to report fields.
Integrate Formatter by Zapier and reporting analytics to aggregate or split the CSV and isolate month-to-date writing and design totals.
Integrate Slack and team messaging to post the summarized totals with the reporting period context and timestamp.
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.
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.