The Email Spreadsheets add-on for Google Sheets can save workplace employees a ton of time by automating the reporting of spreadsheet information and dashboards by electronic mail. With this add-on, you may schedule reviews to be despatched mechanically on a recurring schedule, so that you don’t must manually electronic mail spreadsheets to colleagues anymore.
With E mail Spreadsheets, you may schedule reviews and it’ll mechanically ship them by electronic mail on a recurring schedule. You possibly can electronic mail complete workbooks, particular sheets inside a workbook and even vary of cells. Watch the video to get began.
And since the add-on runs on the Google Cloud, your spreadsheet reviews might be delivered even if you are offline or on trip.
E mail Google Sheets Robotically
For this instance, our Google Spreadsheet has two sheets – the primary sheet incorporates a knowledge desk and the second sheet incorporates a picture chart with a neatly formatted desk. We’ll construct a scheduled workflow that can electronic mail the sheets information, together with charts, on the primary Monday of each week.
Step 1: Choose Sheets to Export
Set up the Email Google Sheets addon from Google market. Subsequent, open any Google Spreadsheet in your Google Drive, go to the Extensions menu contained in the sheet, select E mail Spreadsheets from the dropdown. Click on Open to launch the app and click on the Create Workflow button to create your first scheduled electronic mail report.
You’ll be introduced with a listing of sheets out there within the present workbook. Choose a number of sheets that you just want to ship with the scheduled electronic mail. Chances are you’ll export sheets in PDF, Excel, CSV or a PNG picture. Every sheet is hooked up as a separate file within the electronic mail however you may select the “Total Workbook” choice to create a single file from all sheets within the workbook.
You might also use dynamic markers to customize the file name of the exported information. As an illustration, the marker {{Sheet Identify}} {{Day}}-{{Month}} will append the present date and month to the exported sheet title.
Tip: In case your Google Sheet desk is massive, you may specify the cell vary in A1 notation (like A1
) and solely the required vary could be exported.
Step 2: Customized PDF Export Settings
The E mail Google Sheets addon allows you to customize the PDF layout that’s exported from Google Sheets. You possibly can change the paper orientation (Portrait or Panorama), the paper dimension or alter the print margins to suit extra content material on a web page. You possibly can select to indicate gridlines, notes, sheet names and web page numbers within the exported file.
Step 3: Write the E mail Template
Subsequent, we create an electronic mail template that might be despatched along with your reviews. You possibly can specify one or electronic mail recipients within the TO, CC, or BCC fields.
It’s also possible to specify dynamic email recipients primarily based on cell values within the spreadsheet. As an illustration, if the e-mail handle of the recipient is laid out in cell B2 of a sheet titled “Worker Shifts”, you may put {{Worker Shifts!B2}} within the To discipline, and the add-on will pull the dynamic worth from the cell on the time of sending the e-mail report.
These dynamic cell values enclosed inside double curly braces can be utilized inside any of the e-mail fields together with topic, electronic mail physique, and the sender’s title.
The e-mail physique can embody dynamic cell values in addition to ranges that make it simple of you to ship parts of the spreadsheet with out sharing the total workbook. As an illustration, you may write {{Worker Wages!B2:F9}} to incorporate solely the particular vary (B2
) from the Wages sheet. Internally, the add-on converts the vary to an HTML desk, retaining all of the show formatting with CSS, and embed it into the e-mail.
Charts and Timelines may be embedded into the e-mail physique utilizing a particular {{ Chart }} marker – yow will discover these markers contained in the markers dropdown of the e-mail editor. Enterprise may add their very own logo and signature within the electronic mail physique.
Tip: Use the Check E mail button to ship an electronic mail with the exported information earlier than organising the schedule.
Step 4: Setup the E mail Schedule
The E mail Google Sheets add-on consists of an email scheduler that will help you arrange recurring schedules visually.
You possibly can schedule and ship emails hourly, every day, weekly, month-to-month and even on a yearly recurring foundation. Additionally it is attainable to exclude dates and your spreadsheet received’t be emailed on the required dates.
That’s it. Save the workflow and it is going to be activated immediately. It’s also possible to schedule a number of emails from the identical Google Spreadsheet by including extra workflows.
The E mail Spreadsheets add-on is a robust software that may make it easier to automate the reporting of spreadsheet information and dashboards by electronic mail. To study extra concerning the E mail Spreadsheets add-on and to obtain it, please go to the Google Workspace Marketplace.
E mail Google Sheets – The way it works?
The add-on is written in Google Apps Script. It makes use of the Google Sheets API to transform sheets to PDF information and makes use of the Gmail API for sending the transformed information as attachments.
