1.Monitors matching export emails
Integrate Gmail and email search patterns to watch for matching messages and map the first spreadsheet attachment to import.
Update dashboard worksheet from emailed revenue data export
Automatically monitor new emails matching a subject pattern across Gmail for spreadsheet revenue export attachments. Create and update when revenue exports arrive, Drive files refresh, or dashboard worksheets overwriteβso you can replace data, keep dashboards current, and avoid manual workbook updates.
How this automation updates your dashboard revenue dates
When revenue export attachments arrive in matching emails, dashboard data can lag and decisions slow down. This automation uploads files and replaces the dashboard worksheetβso your team can use the latest revenue dates without delays.
Gmailor swap with your favorite app
2.Uploads and converts export files
Integrate Google Drive, file storage, and spreadsheet conversion tools to save the attachment in Drive and create a spreadsheet file.
Google Driveor swap with your favorite app
3.Locates the worksheet in source
Integrate Google Sheets and worksheet lookup tools to find the worksheet by title inside the uploaded spreadsheet.
Google Sheetsor swap with your favorite app
4.Overwrites the dashboard worksheet
Integrate Google Sheets and spreadsheet copy logic to find the dashboard worksheet, delete it if needed, and copy the source into place.
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Streamline spreadsheet workflows with automated row cleanup, file imports, and downstream updates
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