Skip to content

Send monthly oldest-device summary to asset owners and managers

Automatically monitor the configured monthly day across Schedule by Zapier, Notion, AI by Zapier, and Microsoft Outlook. Send email summaries when monthly day hits, summary run starts, or cutoff triggersβ€”so you can notify owners, reduce manual querying, and improve asset visibility without manual reporting.

How this automation protects your asset aging reporting

When the monthly cutoff arrives, delayed summaries can cause gaps in device oversight and missed escalations. This automation monitors the schedule, finds older devices, creates owner-grouped summaries, and emails them so your team can act quickly.

  1. 1.Triggers on configured monthly day

    Integrate Schedule by Zapier and scheduling tools to start the monthly run when the configured day arrives.

    Schedule by Zapieror swap with your favorite app
  2. 2.Finds device records older than threshold

    Integrate Notion and asset databases to find device records older than the configured age threshold.

    Notionor swap with your favorite app
  3. 3.Creates sorted owner-grouped summary

    Integrate AI by Zapier and prompt mapping tools to order devices oldest-to-newest and group by assigned owner.

    AI by Zapieror swap with your favorite app
  4. 4.Sends email summary to recipients

    Integrate Microsoft Outlook and email distribution lists to send the AI summary to configured asset owners.

    Microsoft Outlookor swap with your favorite app

Automate your work, your way

Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.

Trusted by 3.4 million companies

Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable
Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

Related automations

  • Apps: Webhooks by Zapier, Delay by Zapier, Filter by Zapier, Google Sheets, Slack
    Swap with your favorite apps.

    Add new joiner hardware to inventory and notify

    Your provisioning hooks miss new laptops and workstations in inventory, leaving IT without assigned asset records. Add rows and alert IT so devices are tracked and reconcilable same day.

  • Apps: Zapier Forms, Zapier Tables, Webhooks by Zapier
    Swap with your favorite apps.

    Assign submitted device to user and update records

    Your hardware request submissions lack linked inventory, causing provisioning delays and misassigned devices. Get device assignments recorded and synced for IT within minutes.

  • Apps: Sub-Zap by Zapier, Filter by Zapier, Code by Zapier
    Swap with your favorite apps.

    Build MDM asset tags for device inventory quickly

    Your provisioning records lack consistent asset tags, causing tracking gaps. It generates standardized tags so inventory managers and field techs finish provisioning same day.

  • Apps: Google Sheets
    Swap with your favorite apps.

    Create asset rows from updated device spreadsheet entries

    Your intake sheet has updated device rows with no central serial tracking, slowing IT triage. It copies entries into a master asset sheet so help desk staff can verify serials same day.

  • Apps: Schedule by Zapier, Code by Zapier, Freshservice
    Swap with your favorite apps.

    Create CMDB asset records and set CI types

    Your documented IT assets don't appear in the CMDB, leaving field techs without assignment or location context for onsite support. This keeps records accurate and ready for troubleshooting within an hour.

  • Apps: Webhooks by Zapier, Filter by Zapier
    Swap with your favorite apps.

    Create IT tool records from incoming webhook events

    Tool registration updates arrive as raw webhooks, leaving IT records incomplete and agents lacking context for escalations. Agents receive contextual links and updated IT tool records same day.

  • Apps: Schedule by Zapier, Code by Zapier, Looping by Zapier, Zapier Tables
    Swap with your favorite apps.

    Create monthly department asset and license report records

    Your monthly asset, license, and user counts are scattered across systems, delaying billing. Consolidated department-level records are created and available to IT asset managers and billing staff ahead of the monthly billing run.

  • Apps: Airtable, Code by Zapier, Formatter by Zapier, Webhooks by Zapier
    Swap with your favorite apps.

    Create or update asset records from table updates

    Software library records fall out of sync with your CMDB and leave assets untracked. Keep asset objects current so help desk and asset managers can triage issues within hours.

  • Apps: Notion, Airtable
    Swap with your favorite apps.

    Create or update asset records in master database

    Your asset inventory drifts between the workspace and master table, causing missed checks and unclear owners. Keep the master table current so IT and security can act same day.

  • Apps: Salesforce, Code by Zapier, Microsoft Outlook
    Swap with your favorite apps.

    Create or update service asset from new account

    Your CRM account records lack matching IT asset entries, leaving organisations untracked and incidents misrouted. This creates or links asset records so engineers can triage issues within minutes.

  • Apps: Schedule by Zapier, Google Sheets, Looping by Zapier, Zapier Tables
    Swap with your favorite apps.

    Create software asset records in central asset table

    Your software asset spreadsheet has scattered rows, making it hard for IT to get a consolidated inventory for lifecycle and compliance. Asset managers get a searchable asset table for weekly reporting.

  • Apps: Gmail, Formatter by Zapier, Code by Zapier, Webhooks by Zapier, Looping by Zapier, Google Sheets
    Swap with your favorite apps.

    Create terminated user asset records in shared sheet

    Your termination emails list assigned equipment that often goes untracked, delaying reclamation. Log those assets into a central sheet for fast recovery and SLA compliance same day.

  • Explore all IT asset management automations

    Simplify asset tracking with automated request intake, ownership updates, and inventory logging

    View all

Set up in minutes

Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.

  1. Step 1

    Connect your tools

    Bring your apps together so information can move automatically between the tools your team already uses.

  2. Step 2

    Define the trigger

    Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.

  3. Step 3

    Automate and measure

    Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.

See how teams are automating with Zapier (and loving it!)

Smart Charge America

Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.

David Laderberg, VP of Sales

Remote

Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β€” I think we would have died or fallen back into oblivion.

Marcelo Lebre, Co-Founder

SweepBright

Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.

Raphael Bochner, Founder and CIO

Digioh

Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.

Rishi Shah, CEO and Co-Founder

Otter.ai

We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.

Allen Lai, Head of Customer Experience

Superhuman

We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.

Jacob Sirrs, Marketing Operations Specialist

Ready to automate your workflow securely?

Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.