1.Detects new matching report email
Integrate Microsoft Outlook and email parsing tools to detect matching report emails and map email body and sent date into the workflow.
Save report links and copy worksheet to shared drive
Automatically monitor report emails in Microsoft Outlook and pull report links across Microsoft Outlook, Formatter by Zapier, Webhooks by Zapier, Google Drive, and Google Sheets. Create and update when report emails arrive, subjects match the configured report, or download links appear in the email bodyβso you can store files in Drive, name them by date, and copy the primary worksheet without manual reporting.
How this automation saves shared drive report files
When report email links sit in inboxes, analysts lose time chasing files and worksheets for review. This automation extracts download URLs, retrieves the report file, uploads it to Drive, and copies the primary worksheet into your master spreadsheetβso your team can standardize reporting fast.
Microsoft Outlookor swap with your favorite app
2.Extracts URL and formats date
Integrate Formatter by Zapier and data formatting tools to extract the download URL from the email body and format the sent date for naming.
Formatter by Zapieror swap with your favorite app
3.Fetches report file content
Integrate Webhooks by Zapier and HTTP retrieval tools to GET the extracted download URL and return the report file content.
Webhooks by Zapieror swap with your favorite app
4.Uploads report file with date name
Integrate Google Drive and file storage tools to upload the fetched file and set a date based filename in the configured folder.
Google Driveor swap with your favorite app
5.Copies primary worksheet to master
Integrate Google Sheets and spreadsheet tools to find the primary worksheet and copy it into your configured master spreadsheet.
Google Sheetsor swap with your favorite app
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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.
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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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