I’ve a Stock tracker spreadsheet constructed inside Google Sheets that retains observe of my fictional inventory portfolio. The inventory costs within the Google Sheet are up to date routinely utilizing the GOOGLEFINANCE function.
I want to arrange a day by day set off that runs every single day at, say 4pm, and sends me an e-mail with the screenshot of the spreadsheet. This fashion I can preserve observe the efficiency of my shares with out having to open the spreadsheet every single day. Let’s see how this course of may be simply automated with the assistance of Email Google Sheets add-on.
Inside your Google Sheet, go to Extensions > E mail Google Sheets > Open to launch the app. Click on on the Create Workflow button to create a brand new automation workflow that may ship you an e-mail with the screenshot of the spreadsheet.
Go to the E mail step of the workflow and put the e-mail deal with of the recipients within the To, Cc and Bcc fields. You may then add a customized topic and message within the e-mail to incorporate values from the spreadsheet.
For instance, in our workflow, the topic line says The portfolio worth on {{Date}} is {{Watchlist!B5}} which can be changed by the present date and the worth of the cell B5 within the Watchlist sheet.
The message physique of the e-mail contains {{ Watchlist!B7:I16 }} which can be changed by the cell vary B7
within the Watchlist sheet. All of the formatting of the cells can be preserved within the e-mail. You may click on the Markers button to see the checklist of all of the available markers that you should use within the e-mail.
As soon as the message is prepared, click on the Preview button to ship a check e-mail to your self.
Right here’s what the e-mail appears like in my Gmail inbox. All of the formatting of the cells is preserved within the e-mail. In case you prefix the marker with Picture:, the marker can be changed by a high-resolution screenshot image of the cell range.
If the whole lot appears good, click on the Proceed button to maneuver to the following step. Right here you’ll be able to select the frequency of the workflow. You may set it to run day by day, weekly, month-to-month and even on a customized schedule.
That’s it. Your workflow is now arrange and can run routinely across the time you’ve specified.
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