Generate monthly CSV report from previous records, and email to specified recipients
Generate monthly CSV report from previous records, and email to specified recipients
Generate monthly reports in CSV format from previous month records and email them to specified recipients. Use Schedule by Zapier to trigger the process, Code by Zapier to run scripts, Files by Zapier to create the file, and Email by Zapier to send it out.
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Overview
Generate monthly reports in CSV format from previous month records and email them to specified recipients. Use Schedule by Zapier to trigger the process, Code by Zapier to run scripts, Files by Zapier to create the file, and Email by Zapier to send it out.