I have a spreadsheet and each row is allocated to a sales rep. I want to filter the sheet for the 4 different sales reps and send the sheet only to the sales rep being filtered. I would like to email the spreadsheet to a module and have it filtered accordingly and then sent to each respective sales rep via email. Any advice would be helpful.
Welcome to the Make community!
That’s not quite enough information for us to go on.
I would suggest completing the Make Academy before jumping into building a complete scenario. If you need specific assistance when you are building a scenario it’s easier to help you then. Otherwise, you can also hire a professional by posting a request in the Hire a Pro category.
Here are some useful links and guides you can use to learn more on how to use the Make platform, apps, and app modules. I found these useful when I was learning Make, and hope they might benefit you too —
Getting Started
- Help Centre | Tutorials – Make “Manual” - search for help here first
- Make Academy – Basics 101: Learn Make properly to get your money’s worth
Help Centre Basics
- Mapping – What is mapping? What can I map?
- Mapping with arrays – How to map items in an array
- Aggregate an array for mapping complex fields
- Date Format: tokens for
parseDate| tokens forformatDate - HTTP modules – Make a request, Get (download) a file
- Webhooks – Error Handling, Responding to webhooks
Articles & Videos
- Router Magic Formula - YouTube
- Error Handlers in Make - YouTube playlist
- Getting started with OpenAI - How to setup and use OpenAI (ChatGPT) in Make
- Text Parser module - Use pattern matching to extract the text you want
- Webhooks – Make Academy – tutorial on how to use Webhooks
Hope this helps! Let me know if there are any further questions or issues.
— @samliew
Thanks for the advice, I’m going through the Make Academy at the moment. It’s funny after posting this message I came across a scenario that pretty much gave me the information I needed.
Thanks again.