Supports both HTML and plain text report formats for flexible client preferences
Summarized by Shop
Automate Your Weekly Client Reports with Precision Using Google Sheets & Gmail
Streamline your weekly client reporting process with this powerful automation workflow that seamlessly integrates Google Sheets and Gmail. Designed to run every Friday at 9:00 AM, this solution efficiently collates client data from Google Sheets, utilizes
Trigger
Weekly, every Friday at 9:00 AM
Data Source
Google Sheets (OAuth2 credentials required)
Report Generation
Claude 3/4 paragraph narrative, HTML and plain text formats
Delivery Method
Gmail API (OAuth2 credentials mapped to client emails)