1.Triggers every weekday at 1:00 AM
Integrate Schedule by Zapier to trigger the report delivery workflow on a weekday schedule and start freshness checks.
Send scheduled SQL report to client contacts each weekday
Automatically watch the weekday 1:00 AM schedule across Google Drive, Gmail, and Slack. Create and update when report files are found or freshness crosses the thresholdβso you can deliver refreshed exports, archive copies, and alert owners without manual distribution.
How this automation delivers refreshed exports to client contacts
When a scheduled report goes stale, delays can damage trust and client timelines. This automation checks report freshness and emails refreshed exports and alerts ownersβso your team can distribute on time.
Schedule by Zapieror swap with your favorite app
2.Finds report file by title
Integrate Google Drive, file search tools, and reporting folders to locate the configured report and capture modified timestamps.
Google Driveor swap with your favorite app
3.Computes days since modified
Integrate Code by Zapier and analytics logic to compute freshness days since the Drive modified timestamp for branching.
Code by Zapieror swap with your favorite app
4.Routes based on freshness
Integrate Filter by Zapier and conditional branching to continue delivery for fresh files and route stale ones to alerts.
Filter by Zapieror swap with your favorite app
5.Copies and exports for clients
Integrate Google Drive and export tooling to copy the file into the archive folder and export a client-friendly file.
6.Sends refreshed report email
Integrate Gmail, contact lists, and attachment handling to send the refreshed export link to To and CC recipients.
Gmailor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
Related automations
- Apps: Schedule by Zapier, Filter by Zapier, Webhooks by Zapier, Google Sheets, SlackSwap with your favorite apps.
Add daily match metrics to your sheet and team chat
Your daily match metrics aren't collected reliably, leaving analysts without a morning snapshot. Get a normalized row in your metrics sheet and a team alert so the team sees the report before standup.
- Apps: Schedule by Zapier, Databricks, Formatter by Zapier, Google Sheets, Google SlidesSwap with your favorite apps.
Add daily operating metrics row and refresh presentation
Your metrics sheet lags behind the warehouse, leaving you without today's KPIs. Get a daily row and refreshed slides so leaders see current figures before meetings.
- Apps: Schedule by Zapier, Formatter by Zapier, Google Analytics 4, Delay by Zapier, SmartsheetSwap with your favorite apps.
Add monthly analytics metrics to your reporting sheet
Your monthly analytics are exported manually, leaving campaign managers without consistent data. Add prior month metrics to a reporting sheet so stakeholders have ready data before the monthly review.
- Apps: Typeform, Formatter by Zapier, Google Slides, Google Drive, Gmail, SlackSwap with your favorite apps.
Create and deliver maturity audit presentation to respondents
Your audit survey responses go unprocessed, delaying client reports and consultant follow-up. Deliver a standardized presentation and PDF to the respondent and an internal channel within minutes.
- Apps: Schedule by Zapier, Formatter by Zapier, Gmail, Google Drive, Google SheetsSwap with your favorite apps.
Create and send combined weekly client report to inbox
Your weekly CSV emails arrive separately and require manual merging, delaying handoffs. It delivers a single XLSX every Monday so support leads have unified data for weekly reviews.
- Apps: Webhooks by Zapier, Code by Zapier, QuickChart, OpenRouter, Google DocsSwap with your favorite apps.
Create consolidated analytics report and publish to channel
Your webhook payloads arrive as raw JSON, leaving incident analytics unformatted and hard to review. You get a formatted document with charts delivered to your team channel the same day.
- Apps: Strava, Google DriveSwap with your favorite apps.
Create consolidated club activity reports and totals for coaches
Club activities only live in member feeds, leaving coaches without consolidated training metrics. Produce coach-ready totals and stats so teams can review progress weekly.
- Apps: HubSpot, Formatter by Zapier, LinkedIn ConversionsSwap with your favorite apps.
Create CRM contact conversion events for ad reporting
Campaign contacts aren't tracked as paid conversions, leaving ad reporting incomplete. Automatically send conversion events so managers see updated numbers same day.
- Apps: Schedule by Zapier, Formatter by Zapier, Webhooks by Zapier, ChatGPT (OpenAI), GmailSwap with your favorite apps.
Create daily AI one-sheeter and email every weekday
Your AI one-sheeter buried in multiple tools leaves stakeholders without context and slows meeting decisions. Receive a concise, business-focused briefing in your inbox each weekday morning.
- Apps: Schedule by Zapier, Formatter by Zapier, Google Analytics 4, Code by Zapier, OneDrive, Email by ZapierSwap with your favorite apps.
Create daily analytics export CSV for portfolio analysis
Your web analytics exports arrive raw without listing IDs, forcing manual cleanup and delaying BI reports. It writes a cleaned CSV to shared storage for analysts before the morning review.
- Apps: Schedule by Zapier, Formatter by Zapier, Zapier Tables, AI by Zapier, Email by ZapierSwap with your favorite apps.
Create daily consolidated AI summary email from tables
Your daily ops table entries are scattered, leaving IT without a consolidated view for handoff. Receive an AI-combined digest each evening for faster triage before the next business day.
- Apps: Schedule by Zapier, Google Drive, OneDriveSwap with your favorite apps.
Create daily consolidated support workbook in shared folder
Your support spreadsheets aren't available in the reporting workspace, leaving analysts without up-to-date dashboard data. Receive a ready workbook in the reporting folder ahead of the daily refresh.
- View all
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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.