Skip to content

Send scheduled SQL report to client contacts each weekday

Your daily SQL report may sit unsent or outdated, delaying client reviews and SLA commitments. Send the refreshed spreadsheet to client contacts each weekday so reviews occur same business day.

Send scheduled SQL report to client contacts each weekday

Workflow preview:

Zap details:

Overview

When scheduled reports go stale or fail to send, client teams miss actionable insights and SLAs slip. This flow guarantees the refreshed spreadsheet is copied and emailed to client contacts each weekday, with a Slack alert to ops if the source file hasn't been opened in 90 days.

Send scheduled SQL report to client contacts each weekday