1.Runs on weekly schedule
Integrate Schedule by Zapier and automation scheduling to start the weekly run and trigger the reporting workflow.
Send weekly UPH performance email with dashboard snapshot
Automatically run weekly UPH goal queries across PostgreSQL-backed warehouse records and Tableau dashboards. Generate a dashboard snapshot email when the schedule fires, so you can list weekly winners, attach the image, and send a clean HTML summary without manual reporting.
How this automation delivers weekly UPH insights
When the weekly schedule hits and UPH reporting is delayed, stakeholders wait for clarity on who met goals. This automation runs UPH queries and exports Tableau snapshots, then generates an HTML email and sends it with attachmentsβso your team can share results consistently.
Schedule by Zapieror swap with your favorite app
2.Runs UPH query for warehouses
Integrate PostgreSQL and analytics query tools to run the custom UPH query and return JSON results for winners.
PostgreSQLor swap with your favorite app
3.Exports dashboard image snapshot
Integrate Tableau and dashboard reporting to export the configured view as a high-resolution image for attachment.
Tableauor swap with your favorite app
4.Extracts week date string
Integrate ChatGPT (OpenAI) and date parsing tools to extract the unique week date from query JSON.
ChatGPT (OpenAI)or swap with your favorite app
5.Generates HTML email summary
Integrate Google AI Studio (Gemini) and content generation to create a short HTML email body listing winners or none achieved.
Google AI Studio (Gemini)or swap with your favorite app
6.Sends email with snapshot
Integrate Gmail and email distribution tools to send the date-based message with the Gemini body and Tableau image attached.
Gmailor swap with your favorite app
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