1.Watch for report CSV email
Integrate Gmail to detect new matching report emails with CSV attachments and capture the message date.
Update daily retention sheet from emailed CSV report
Automatically monitor new retention report emails across Gmail and analytics workflows. Import CSV line items, standardize date fields, and refresh your Google Sheets worksheetβso you can update retention metrics without manual spreadsheet cleanup.
How this automation refreshes retention worksheets
When a matching report email arrives with a CSV attachment, stale metrics can slow analysis. This automation watches Gmail, imports and formats CSV data, and refreshes a Google Sheets worksheetβso your team can review current retention numbers.
Gmailor swap with your favorite app
2.Parse CSV into line items
Integrate Formatter by Zapier and csv parsing tools to import the attached CSV into parsed line items.
Formatter by Zapieror swap with your favorite app
3.Standardize date fields
Integrate Formatter by Zapier and date formatting tools to format parsed date fields into consistent strings.
4.Find or create target worksheet
Integrate Google Sheets and spreadsheet management tools to locate the target worksheet or create it if missing.
Google Sheetsor swap with your favorite app
5.Clear and add refreshed rows
Integrate Google Sheets and spreadsheet updates to clear old data rows and add parsed retention rows to matching columns.
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Streamline spreadsheet workflows with automated row cleanup, file imports, and downstream updates
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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