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Monthly Performance Vaults Prep

“At the start of every month: - Create a Task in Todoist to creat MPV's in Small Improvements - Path for each DR: - Search for my DR's metrics for that month in their respective metrics spreadsheet - Add a comment on the Todoist Task with the template for MPV's filled in with each IC metrics”

Joana Vilarcreated by Joana Vilar

This Zap uses a private app.

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How Zapier works (57 sec)
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Les entreprises, grandes et petites, font confiance

This Zap works in 22 steps …

  • Step 1 - Trigger

    Anytime an every month is created in Schedule by Zapier

  • Step 2 - Action

    Format my data in Formatter by Zapier

  • Step 3 - Action

    Format my data in Formatter by Zapier

  • Step 4 - Action

    Format my data in Formatter by Zapier

  • Step 5 - Action

    Create task in Todoist

  • Step 6 - Action

    Delay my Zap in Delay by Zapier

  • Step 7 - Action

    Conditionally run... in Paths by Zapier

  • Step 8 - Action

    Filter tasks in Paths by Zapier

  • Step 9 - Action

    Filter tasks in Paths by Zapier

  • Step 10 - Action

    Filter tasks in Paths by Zapier

  • Step 11 - Action

    Filter tasks in Paths by Zapier

  • Step 12 - Action

    Filter tasks in Paths by Zapier

  • Step 13 - Action

    Filter tasks in Paths by Zapier

  • Step 14 - Action

    Lookup spreadsheet row in Google Sheets

  • Step 15 - Action

    Lookup spreadsheet row in Google Sheets

  • Step 16 - Action

    Lookup spreadsheet row in Google Sheets

  • Step 17 - Action

    Lookup spreadsheet row in Google Sheets

  • Step 18 - Action

    Lookup spreadsheet row in Google Sheets

  • Step 19 - Action

    Lookup spreadsheet row in Google Sheets

  • Step 20 - Action

    Add comment to task in Todoist

  • Step 21 - Action

    Add comment to task in Todoist

  • Step 22 - Action

    Add comment to task in Todoist

    • 12.5 minutes to set up
    • Get back 1.2 hrs /week
    • 2 people use this zap

    This Zap uses the following 6 apps

    • Logo Schedule by Zapier
    • Logo Formatter by Zapier

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