1.Triggers every weekday
Integrate Zapier Schedule and scheduling tools to start the daily run for usage summaries.
Send daily usage summary email to employer contacts
Automatically run on a weekday schedule across Zapier and Gmail. Send each active employer a rolling 30-day usage summary when scheduled time arrives, weekday cadence runs, or daily summary window opensβso you can compute remaining allowance, fill email templates, and notify contacts without manual reporting.
How this automation protects your proactive outreach
When the daily schedule hits, delayed account updates can cause accounts to reach monthly limits unnoticed. This automation runs your schedule, finds active employer records, queries rolling 30-day usage, calculates remaining allowance, and sends usage summary emailsβso your team can prevent surprises.
Schedule by Zapieror swap with your favorite app
2.Finds active employer records
Integrate Zapier Tables and data lookup tools to pull active subscription and employer identifiers for each send.
Zapier Tablesor swap with your favorite app
3.Loops per employer record
Integrate Looping by Zapier and record iteration tools to process each employer one at a time.
Looping by Zapieror swap with your favorite app
4.Runs rolling 30-day usage query
Integrate Google BigQuery and analytics tools to retrieve rolling 30-day unlocks used for each employer.
Google BigQueryor swap with your favorite app
5.Calculates remaining allowance
Integrate Formatter by Zapier and calculation tools to compute remaining allowance from cap and used count.
Formatter by Zapieror swap with your favorite app
6.Sends usage summary email
Integrate Gmail and email templates to send each contact a concise 30-day usage summary and remaining allowance.
Gmailor swap with your favorite app
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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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
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Jacob Sirrs, Marketing Operations Specialist
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