1.Detect report emails with CSV attachments
Integrate Gmail and email inbox tools to watch for new CSV attachments and pass attachment content to the parser.
Refresh performance sheet from daily emailed CSV report
Automatically monitor incoming Gmail report emails with CSV attachments across Gmail and Google Sheets. Create and update your refreshed dataset when csv attachments arrive, report emails match search, or attachment timestamps changeβso you can parse line items, normalize fields, and refresh worksheet rows without manual reporting updates.
How this automation refreshes your performance sheet
When CSV attachments land in matching report emails, delays can leave analysts working from stale data. This automation parses and normalizes attachments and updates a Google Sheets worksheetβso your team gets an up-to-date dataset.
Gmailor swap with your favorite app
2.Import CSV and parse line items
Integrate Formatter by Zapier and csv parsing tools to import the attachment and map parsed rows to output fields.
Formatter by Zapieror swap with your favorite app
3.Format date and numeric fields
Integrate Formatter by Zapier and data transformation tools to normalize common delimiters and standardize date values.
4.Clear and add rows to worksheet
Integrate Google Sheets and spreadsheet tools to find the worksheet, clear existing rows, and insert refreshed mapped data.
Google Sheetsor swap with your favorite app
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Explore all spreadsheet data processing automations
Streamline spreadsheet workflows with automated row cleanup, file imports, and downstream updates
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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