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Create daily analytics export CSV for portfolio analysis

Automatically format report date bounds across Formatter by Zapier and Google Analytics 4 and OneDrive and Email by Zapier. Create a fresh CSV export and notify analysts when prior day analytics are ready—so you can avoid reporting delays, reduce manual formatting, and prevent export mistakes.

How this automation accelerates portfolio export readiness

When the daily export schedule fires, delays can slow portfolio analysis. This automation runs analytics for the prior day, generates a normalized CSV in OneDrive, and emails analysts the file details—so your team can start sooner.

  1. 1.Schedules the daily export

    Integrate Schedule by Zapier and scheduling tools to detect the daily run time for prior day exports.

    Zeitplanung von Zapieror swap with your favorite app
  2. 2.Formats report date bounds

    Integrate Formatter by Zapier and date handling tools to map now to an end date and adjusted dates to a start date.

    Formatter von Zapieror swap with your favorite app
  3. 3.Runs the analytics report

    Integrate Google Analytics 4 and analytics report tools to request configured dimensions and metrics for the date range.

    Google Analytics 4or swap with your favorite app
  4. 4.Normalizes rows into CSV

    Integrate Code by Zapier and data transformation tools to paginate raw rows, extract identifiers, and assemble CSV content.

    Code von Zapieror swap with your favorite app
  5. 5.Creates the CSV file

    Integrate OneDrive and cloud storage to save the generated CSV into your configured folder as a new file each run.

    OneDrive (Englisch)or swap with your favorite app
  6. 6.Emails analysts the summary

    Integrate Email by Zapier and notification tools to send the file link, row count, and date range for visibility.

    E-Mail von Zapieror 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.

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

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  1. Schritt 1

    Connect your tools

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

  2. Schritt 2

    Define the trigger

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

  3. Schritt 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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