1.Executes SQL query for prior quarter
Integrate Snowflake and analytics tools to run the warehouse query and map results to a row collection.
Send quarterly support report and spreadsheet to clients
Automatically execute the previous quarter warehouse query across Snowflake and analytics storage. Send and share quarterly support reports when quarter data refresh completes, warehouse rows return, or quarter label updatesβso you can copy templates, append spreadsheet rows, and email the final file without manual reporting.
How this automation sends quarterly support reports
When the custom quarterly schedule fires, delayed reporting can slow stakeholder decisions. This automation executes a Snowflake query, builds the spreadsheet file in Google Drive and Google Sheets, and sends it by Gmailβso your team can publish reports consistently.
Snowflakeor swap with your favorite app
2.Copies template and renames by quarter
Integrate Google Drive and spreadsheet workflows to copy the template file and name it with the quarter label.
Google Driveor swap with your favorite app
3.Finds worksheet and appends report rows
Integrate Google Sheets and analytics mapping to open the copied file and append query rows to the worksheet.
Google Sheetsor swap with your favorite app
4.Updates sharing for the copied file
Integrate Google Drive and file permissions to set the configured sharing so recipients can download or view.
5.Sends email with attached report file
Integrate Gmail and stakeholder messaging to email recipients and include the copied file with the quarter label.
Gmailor swap with your favorite app
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