Retrieve data from a Google Spreadsheet at the specified date and time, convert it to a PDF, and send it via Gmail.

■Overview

This flow retrieves data from a Google Spreadsheet at a specified date and time, converts it to a PDF, and sends it via Gmail.

With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.

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‍■Recommended for

• Sales representatives who submit daily sales reports or KPI reports to their supervisors
• Accounting personnel who regularly aggregate data from multiple departments or branches and distribute reports
• Those who want to send monthly reports on sales data or inventory status to stakeholders
• Project managers who send regular progress updates or performance reports to clients or business partners
• Marketing personnel who regularly analyze marketing data and report to the team or clients

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■Benefits of using this template

With this flow, you can automatically send a PDF file via Gmail, based on aggregated data from Google Spreadsheets and a template from Google Docs, according to a specified schedule.

This eliminates the need for manual data transcription, file conversion, and email sending, reducing the burden on the responsible personnel.

Additionally, by reducing human errors such as input mistakes and missed sends, you can send highly accurate data in a consistent format.

You can freely customize the flow's activation date and time, file content, recipients, and email text.
Set it according to the timing (daily, weekly, monthly), report content (sales, KPI, inventory status, progress), and the intended recipients.