1.Schedules the daily export
Integrate Schedule by Zapier and scheduling tools to detect the daily run time for prior day exports.
Create daily analytics export CSV for portfolio analysis
Automatically format report date bounds across Formatter by Zapier and Google Analytics 4 and OneDrive and Email by Zapier. Create a fresh CSV export and notify analysts when prior day analytics are readyβso you can avoid reporting delays, reduce manual formatting, and prevent export mistakes.
How this automation accelerates portfolio export readiness
When the daily export schedule fires, delays can slow portfolio analysis. This automation runs analytics for the prior day, generates a normalized CSV in OneDrive, and emails analysts the file detailsβso your team can start sooner.
Schedule by Zapieror swap with your favorite app
2.Formats report date bounds
Integrate Formatter by Zapier and date handling tools to map now to an end date and adjusted dates to a start date.
Formatter by Zapieror swap with your favorite app
3.Runs the analytics report
Integrate Google Analytics 4 and analytics report tools to request configured dimensions and metrics for the date range.
Google Analytics 4or swap with your favorite app
4.Normalizes rows into CSV
Integrate Code by Zapier and data transformation tools to paginate raw rows, extract identifiers, and assemble CSV content.
Code by Zapieror swap with your favorite app
5.Creates the CSV file
Integrate OneDrive and cloud storage to save the generated CSV into your configured folder as a new file each run.
OneDriveor swap with your favorite app
6.Emails analysts the summary
Integrate Email by Zapier and notification tools to send the file link, row count, and date range for visibility.
Email by Zapieror swap with your favorite app
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