1.Detect new report attachment
Integrate Gmail, analytics inbox tools, and attachment handling to capture the report email subject and file for distribution.
Send daily BI report attachments to configured teams
Automatically catch new BI report attachments across Gmail and route them through Google Sheets and Formatter by Zapier. Send and update daily email deliveries when report attachments arrive, matching search conditions are met, or the report email landsβso you can pull recipients, format dates, and deliver attachments without manual reporting.
How this automation delivers your BI reports
When BI report attachments arrive in an analytics inbox, missed sends can break internal reporting cycles. This automation finds flagged recipients, transforms the subject date, and sends the prior day attachment setβso your team gets reports on time.
Gmailor swap with your favorite app
2.Find recipient rows
Integrate Google Sheets, spreadsheet rules, and recipient lists to find rows flagged for internal report delivery.
Google Sheetsor swap with your favorite app
3.Format subject date
Integrate Formatter by Zapier, date and time tools, and reporting formatting to subtract one day and format a readable date.
Formatter by Zapieror swap with your favorite app
4.Send report email
Integrate Gmail, email delivery tools, and attachment mapping to send one consolidated email with the prior day file.
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Explore all report distribution automations
Accelerate report delivery with automated scheduled sends, stakeholder alerts, and file routing
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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