1.Runs every month on the 1st
Integrate Schedule by Zapier and workflow scheduling tools to start the monthly run and pull membership and trial inputs.
Send monthly membership and trial report to leadership
Automatically monitor membership and trial records across Zapier Tables and Google Sheets. Create and update when month starts, scheduled run starts, or monthly job firesβso you can create analysis records, append tracker rows, and email leadership without manual reporting.
How this automation streamlines monthly leadership reporting
When the month starts, delays can leave leadership without clear membership and trial performance context. This automation pulls records, computes cohort metrics, creates a monthly analysis record, appends a tracker row, and emails a formatted reportβso your team can report on time.
Schedule by Zapieror swap with your favorite app
2.Searches membership and trial records
Integrate Zapier Tables and database tools to find membership records and recent trial records from the last month.
Zapier Tablesor swap with your favorite app
3.Computes metrics and HTML summary
Integrate Code by Zapier and analytics tools to compute cohort and attendance metrics and generate a formatted HTML body.
Code by Zapieror swap with your favorite app
4.Creates monthly analysis record
Integrate Zapier Tables and reporting tables to store computed metrics in your configured analysis table for the month.
5.Appends row to tracker
Integrate Google Sheets and spreadsheet tools to append month label and key metrics for historical tracking and charting.
Google Sheetsor swap with your favorite app
6.Sends formatted email to stakeholders
Integrate Gmail and email distribution tools to send the HTML report with a month-specific subject to stakeholders.
Gmailor swap with your favorite app
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