How to Send Google Sheets on a Recurring Schedule with Gmail

Introducing E-mail Spreadsheets, a Google Sheets add-on that allows you to automate the reporting of spreadsheet knowledge and dashboards by e mail. In case you are an workplace employee who has been emailing spreadsheets to colleagues manually, this add-on will prevent a ton of time. And since it runs on the Google Cloud, your spreadsheet studies can be delivered even when you are offline or on trip.

With E-mail Spreadsheets, you may schedule studies and it’ll robotically ship them by e mail on a recurring schedule. You’ll be able to e mail complete workbooks, particular sheets inside a workbook and even vary of cells. Watch the video tutorial to get began.

E-mail Google Sheets Robotically

Go to the Google add-on retailer and set up E-mail Google Sheets. Subsequent, open any Google Spreadsheet in your Google Drive, go to the Add-ons menu contained in the sheet, select E-mail Spreadsheets from the dropdown after which select Guidelines to create your first scheduled e mail report.

You might be offered with a Three-step wizard to assist the e-mail schedule of your spreadsheet report.

Step 1: Choose Sheet Export Choices

Google Sheet - Export Options

  1. Develop the “Choose Sheets” dropdown and choose a number of sheets that you simply wish to embody within the e mail. Every sheet is hooked up as a separate file within the e mail however you may select the “Merge all sheets” choice to create a single file from all sheets within the workbook.
  2. Choose the export format. You’ll be able to select between PDF, Excel (xlsx), OpenDocument or CSV codecs. The “E-mail with out Attachment” choice can be utilized to embed a selected vary of cells within the e mail physique with out together with any sheet as an attachment.
  3. If in case you have chosen PDF because the export format in step 2, you’re offered with just a few extra choices. As an example, you may 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’ll be able to select to point out gridlines, notes, sheet names and web page numbers within the exported file.
  4. (elective) The Cell Vary choice permits you to specify a spread in A1 notation and solely that vary can be exported within the PDF file.

Tip: Use the Preview button to check how your exported information could be like with the varied export choices.

Step 2: Write the E-mail Template

Email Template with Dynamic Sheet Cell Values

Subsequent, we create an e mail template that can be despatched together with your studies. You’ll be able to specify one or e mail recipients within the TO, CC, or BCC fields. A number of e mail addresses needs to be separated by a comma.

It’s also possible to specify dynamic e mail recipients primarily based on cell values within the spreadsheet. As an example, if the e-mail deal with of the recipient is laid out in cell B2 of a sheet titled “Worker Shifts”, you may put within the To subject, 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, e 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 example, you may write  to incorporate solely the precise vary (B2:F9) 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.

It’s also possible to embody commonplace HTML tags like H1, IMG, A, B, EM and extra to incorporate pictures and wealthy formatting in your emails.

Tip: Use the Check E-mail button to ship an e mail with the exported information earlier than establishing the schedule.

C: Create the E-mail Schedule

Email Sheets Daily, Hourly, Weekly or Monthly

The Google Sheets add-on features a scheduler that can assist you arrange recurring schedules visually. You’ll be able to ship e mail hourly, every day, weekly, month-to-month and even on a yearly recurring foundation.

Additionally it is attainable to setup superior schedules like:

  • Ship a recurring e mail on the final working day of the month.
  • Ship e mail studies each alternate day and finish the reporting after 15 days.
  • Arrange a quarterly schedule and ship e mail studies on the primary Monday of the quarter.

That’s it. After specifying the schedule, hit the Save button and your e mail report can be scheduled.

If you want to edit your present e mail report or schedule a brand new report, go the add ons menu once more, select E-mail Spreadsheets and Guidelines.

Obtain E-mail Sheets

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.