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Data Operations & Sync · Data Ops

Build a weekly PDF report from Google Sheets and email the team

Every week, the latest numbers are read from Google Sheets, rendered through your report template, and emailed as a PDF — reporting on autopilot.

ScheduleSchedule Google SheetsGoogle Sheets PDF BuilderPDF Builder EmailEmail
~8 min setup used by 343 sites
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How it works

Every step, explained

Import the template and this whole chain runs on autopilot — here's exactly what happens on each run.

Schedule → Google Sheets → PDF Builder
4 steps
Schedule
TRIGGER
Schedule · Every Week
This workflow runs on a schedule (Every Week) — it starts on its own at the interval and time you set in the Schedule trigger. No incoming event is needed.
Google Sheets
ACTION
Google Sheets · Get Rows
Google Sheets — retrieve rows in JSON format for use with Iterator. Data is mapped from earlier steps; connect your Google Sheets account on import.
PDF Builder
ACTION
PDF Builder · Generate PDF from Template
PDF Builder — pick a saved PDF template, supply dynamic data (as JSON or per-parameter inputs), and save the rendered PDF to the Media Library. Data is mapped from earlier steps; connect your PDF Builder account on import.
Email
ACTION
Email · Send Email
Email — send an email using built-in WP mail function or custom SMTP. Data is mapped from earlier steps; connect your Email account on import.
Why this workflow

Built to own, not to rent

No-code setup

Import the JSON, connect your accounts, and go live in minutes. Every step is pre-mapped — you only add your own credentials.

Runs on your server

Self-hosted on your WordPress install. No per-task fees, no data leaving your infrastructure, no monthly SaaS bill.

Fully customizable

Open it in the visual builder and reshape it — add branches, swap apps, insert filters. A starting point, not a cage.

Keep exploring

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