1.Runs the weekly schedule trigger
Integrate Schedule by Zapier and automation schedulers to trigger the weekly snapshot run.
Send weekly mortgage rate snapshot to distribution list
Automatically compile mortgage rate snapshots across Google Sheets and Formatter by Zapier, then personalize delivery across Looping by Zapier and Gmail. Get weekly email snapshots when weekly timer fires, scheduled snapshot time hits, or rate snapshot window opens β so you can send updates, personalize recipients, and preserve reporting without manual emailing.
How this automation delivers weekly rate snapshots
When the weekly schedule triggers, reporting delays can cause recipients to miss timely mortgage updates. This automation pulls rate rows and recipient lists, formats the snapshot, and sends personalized Gmail messagesβso your team can distribute on time.
Schedule by Zapieror swap with your favorite app
2.Gets rows from rate tables
Integrate Google Sheets and spreadsheet tools to retrieve recent rate rows and map line items.
Google Sheetsor swap with your favorite app
3.Looks up distribution list rows
Integrate Google Sheets and spreadsheet lookups to map recipient name and email into loop values.
4.Converts rate rows to text
Integrate Formatter by Zapier and templating tools to transform pulled rows into email-ready text blocks.
Formatter by Zapieror swap with your favorite app
5.Iterates recipients for delivery
Integrate Looping by Zapier and distribution list logic to iterate greetings and email addresses.
Looping by Zapieror swap with your favorite app
6.Sends the snapshot email
Integrate Gmail and email templates to send the weekly HTML email to each mapped recipient.
Gmailor swap with your favorite app
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