I have a Google Sheets file that organizes the company’s activity. The company calls clients who are interested in real estate projects and have left their contact information.
The purpose of the file is to track who scheduled meetings, how many meetings were scheduled, and for which projects. It is structured as follows:
- Date
- Month
- Week
- Day
- Name of the meeting scheduler
- Project (working on multiple projects simultaneously)
- Client’s name
- Client’s phone number
- Meeting date
- Meeting month
- Meeting week
- Meeting day
The automation I want to create should send an email at 19:30 with the following details:
- How many meetings were scheduled today,
- How many meetings were scheduled for each project,
- How many meetings each team member scheduled.
The email should look like this:
Good evening,
Today, a total of 6 meetings were scheduled:
- Project 1: 3 meetings
- Project 2: 1 meeting
- Project 3: 2 meetings
Regarding team members:
- Team member 1: 2 meetings
- Team member 2: 1 meeting
- Team member 3: 1 meeting
- Team member 4: 2 meetings
Guidelines:
- I am using the free version of MAKE.
- There might be cases where no meetings are scheduled for a specific project on a given day. In such cases, that project should not be listed.
- There might also be situations where a team member didn’t schedule any meetings, and they should also not be listed.