Preparing Your Spreadsheet for Emails

This step-by-step guide will walk you through scheduling emails using the Schedule & Email Spreadsheets add-on.

For illustration, we'll use The Veggie Stores, a representative vegetable retailer that tracks its daily and monthly sales in a Google Spreadsheet. The company sets internal sales targets that must be met each month.

Let's assume employees need to regularly email compliance and sales reports to the manager. These reports include attachments in XLSX, ODS, CSV, PDF, TSV, and PNG formats. The email body can contain HTML-formatted table ranges, charts, timeline charts, images, text, and other relevant data from the spreadsheet.

Create your spreadsheet

Veggie Stores collects all sales data from customers in a sheet called Sales Data. The billing system automatically sends line items to the Google Sheet.

Please refer to the sample screenshot below for reference.

Using this Sales Data, various report tabs and summaries are prepared using formulas for reports such as Daily, Monthly, and Payment Methods Chart.

Additionally, the spreadsheet includes other sheets:

• Targets – Tracks predefined goals for events and sales.

• Targets Timeline – Displays a timeline chart highlighting a series of events on specific dates, with sales events emphasized in green.

• Employees – Contains employee emails and other personal information.

• Sales Database – A large archive storing historical sales records.

Next Step: Let's proceed with creating a new task using the Schedule & Email Spreadsheets add-on.