1.Triggers on monthly schedule
Integrate Schedule by Zapier and reporting automation tools to start the monthly run to distribute partner reports.
Send monthly activity report and data summary to partners
Automatically monitor a monthly schedule across Snowflake, Formatter by Zapier, Google Drive, Google Sheets, and Gmail. Create and update when month start, reporting date reached, or scheduled run timeβso you can generate partner-ready spreadsheets, populate comments and decisions tables, and send view-only summaries without manual reporting.
How this automation distributes partner reports
When the monthly schedule fires, partners can miss timely updates and decisions. This automation executes SQL extracts, builds a month stamped workbook in Google Sheets, and emails a consolidated summaryβso your team can share insights fast.
Schedule by Zapieror swap with your favorite app
2.Executes comments and decisions SQL
Integrate Snowflake and analytics tools to run the comments and decisions queries to extract monthly activity data.
Snowflakeor swap with your favorite app
3.Formats month filename and subject
Integrate Formatter by Zapier and data formatting tools to format the current date to create tokens for file naming and email.
Formatter by Zapieror swap with your favorite app
4.Copies and renames template file
Integrate Google Drive and file sharing tools to copy the template, rename it by month, and generate a view-only link.
Google Driveor swap with your favorite app
5.Populates Comments and Review Decisions
Integrate Google Sheets and spreadsheet editing tools to add rows from both result sets into the correct worksheets.
Google Sheetsor swap with your favorite app
6.Sends monthly report email with link
Integrate Gmail and email distribution tools to send the subject and attach or include the exported spreadsheet link.
Gmailor swap with your favorite app
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