1.Detects new file in folder
Integrate Google Drive, file storage tools, and reporting workflows to watch for new spreadsheet uploads to trigger the automation.
Add monthly data row and refresh reporting deck
Automatically detect new spreadsheet files in a Google Drive folder and copy key rows across Google Sheets, Formatter by Zapier, and Google Slides. Get instant reporting updates when spreadsheet uploads arrive, numeric formats normalize, and charts refreshβso you can protect accuracy, update highlights, and refresh decks without manual reporting.
How this automation refreshes your monthly reporting deck
When a new spreadsheet file is uploaded to a Google Drive folder, stale metrics can delay decisions. This automation filters the file, extracts and formats monthly data, and refreshes charts and highlightsβso your team can review numbers faster.
Google Driveor swap with your favorite app
2.Screens spreadsheet uploads
Integrate Filter by Zapier and automation rules to continue only for spreadsheet files to gate downstream steps.
Filter by Zapieror swap with your favorite app
3.Reads the configured monthly row
Integrate Google Sheets and spreadsheet tabs to find the consolidated tab data to read the monthly row range.
Google Sheetsor swap with your favorite app
4.Transforms numeric formatting
Integrate Formatter by Zapier and data transformation tools to normalize numeric values to produce formatted outputs.
Formatter by Zapieror swap with your favorite app
5.Adds reporting and highlights rows
Integrate Google Sheets and reporting worksheets to map fields and append rows to update highlights and primary metrics.
6.Refreshes master deck charts
Integrate Google Slides and presentation deck visuals to refresh charts to reflect the fresh sheet data.
Google Slidesor swap with your favorite app
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