1.Runs nightly at 10:00 PM
Integrate Schedule by Zapier, scheduling triggers, and time-based automation tools to start the nightly refresh cycle.
Update weekly summary row with created, won, lost figures
Automatically monitor deal totals nightly in Google Sheets across sales reporting workflows. Create and update the Week Summary row when created deals totals refresh, won deal metrics change, or lost totals appearβso you can refresh created totals, profit estimates, and weekly opportunity figures without manual spreadsheet updates.
How this automation refreshes your weekly scorecard
When the nightly schedule fires, delayed updates can leave leaders with stale pipeline signals. This automation looks up created, won, and lost totals and then updates your Week Summary rowβso your team can see the latest weekly performance.
Schedule by Zapieror swap with your favorite app
2.Looks up created deals totals
Integrate Google Sheets and spreadsheet lookup tools to capture total deals and total value for created totals.
Google Sheetsor swap with your favorite app
3.Looks up won deals totals
Integrate Google Sheets and spreadsheet lookup tools to capture won totals, total value, and predicted profit.
4.Looks up lost deals totals
Integrate Google Sheets and spreadsheet lookup tools to capture total deals and total value for lost totals.
5.Updates week summary row
Integrate Google Sheets and reporting sheets to update the Week Summary row and refresh created, won, and lost metrics.
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See how teams are automating with Zapier (and loving it!)
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
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
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.
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