Set up your task

Choosing Attachment Format for Email Spreadsheets

When setting up a task, the first step is to select the format for sending your sheet(s) as email attachments. You can attach a single sheet, multiple sheets, or the entire workbook in one of the following formats:

• PDF

• XLSX (Microsoft Excel)

• ODS (OpenDocument)

• CSV

• TSV

• PNG (Max dimensions: 1280 x 1280 pixels)

Refer to the table below to see the supported file formats for different sheet types.

Attaching Google Sheets

1. Select the sheet from the Attach list.

2. Choose the file format from the Format dropdown.

3. If exporting as PDF or PNG, specify a cell range (e.g., A1:D35) to include only a portion of the sheet.

4. PDF attachment types offer various customization features – How to customize PDF layout and options?

5. Set the attachment filename using predefined variables (see table below), a fixed filename (e.g., Daily), or a combination of both (e.g., Daily -  {{Long Date UK}}) from the dropdown marker list.

6. Click the Attach File button.

Once attached, the file appears in the Attachments list, where you can:

• Preview the file using the Download icon.

• Remove the attachment using the Delete icon.

Example Task

Attach the ‘Sales Data’ sheet as an PDF file (.pdf)
Attach the ‘Sales Data’ sheet as a CSV file (.csv)
Attach the ‘Targets’ sheet as a PDF

Attach a range of cells (A1:D35) from the "Sales Database" sheet as a PNG.

Next Step: PDF Layout and Options