A daily site summary — by messenger and email

Every morning the scenario gathers the contractors' reports from Microsoft Excel 365 and sends a clear summary to exolve and through Gmail — only when there are reports to send.

  • The summary lands by the start of the day
  • Sent to messenger and email at once
  • No reports means no empty mailout
  • What was sent is logged
Set it upScriptera

How it works

To move data from Microsoft Excel 365 to exolve automatically, use a ready-made scenario — no manual exports.

  1. Starts when: Daily Trigger (8:00 AM IST)
  2. Then: Set Google Sheet Config
  3. Then: Read Google Sheet Data
  4. Check: Filter Today's Reports
  5. Check: Check If Reports Found
  6. If yes: Set Notification Recipients
  7. Then: Create Notification Content
  8. Then: Send WhatsApp Notification
  9. Then: Log Successful Notifications
  10. Then: Send Email Notification

You can launch this Microsoft Excel 365 + exolve integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

Similar scenarios