1.Monitors daily schedule at 9:30 AM
Integrate Schedule by Zapier to run a daily trigger for scheduled report delivery.
Post daily market report to executive leadership board
Automatically monitor a daily market report schedule across Zapier and BI apps. Create and update when the scheduled run starts, metrics thresholds trigger, and key KPIs changeβso you can post summaries, update board items, and log history without manual reporting.
How this automation updates executive reporting faster
When a daily market report needs compiling, delays can slow leadership decisions. This automation runs a scheduled SQL query, updates monday.com with an executive summary, and logs KPI history in Microsoft Excelβso your team can share insights on time.
Schedule by Zapieror swap with your favorite app
2.Executes SQL query for KPIs
Integrate Snowflake and analytics tools to execute a SQL query and map results into summary fields.
Snowflakeor swap with your favorite app
3.Creates or updates board item
Integrate monday.com and reporting tools to create or update an item with KPI metrics and contextual lists.
monday.comor swap with your favorite app
4.Adds a tracking workbook row
Integrate Microsoft Excel and spreadsheet tools to append a new row with KPI metrics and report date.
Microsoft Excelor swap with your favorite app
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