I am attempting to use Streak, Make built in Scheduler & Gmail to pull boxes in my pipeline and send weekly emails containing the jobs in that specific pipeline.
3 Likes
Hey @Patrick_Winn , I see what you’re trying to do pull pipeline boxes from Streak on a schedule and send a clean weekly summary via Gmail. I can help set this up properly in Make, including filtering the right pipeline stages, formatting the email, and making it reliable week over week.
you can schedule a call with me here to discuss this further.
Hi @Patrick_Winn , this can be handled cleanly using Make with Streak and Gmail, but the setup needs to be thought through.
We usually run this as a scheduled scenario that pulls boxes from the required pipeline, applies stage-based filters, and formats the data into a clear weekly summary email that stays readable as things scale.
If it helps, we can take a quick look at how your pipeline is structured and suggest a solid approach. Happy to jump on a short call to walk through it.
Hi Patrick,
I can build this for you.
I can set up the workflow to pull your Streak boxes and format them into those weekly emails as you described.
Feel free to reach out here or schedule a call to discuss the details.
Best,
Juan
1 Like
Hi Patrick, welcome to the community.
Yes, this is very doable with Streak, Make, and Gmail.
At a high level, the clean approach would be:
• Use Make’s built in Scheduler to run weekly
• Pull boxes from the specific Streak pipeline and stage you want
• Aggregate the jobs into a structured list or summary
• Format the content into a clean email body
• Send via Gmail with proper error handling so nothing breaks if a box is missing data
The key is filtering early in Streak and formatting late, so the email stays readable and reliable week after week.
If you want, I can review your current setup or help you design this properly from scratch. You can check my website portfolio for similar Make and CRM automations, or book a quick call to walk through it live.
You can also reach me directly at folafoluwaolaneye@gmail.com. If we decide to move forward, we can wrap everything up officially in my Fiverr workspace.
Best regards,
Folafoluwa
1 Like
Hi Patrick, I can automate the process of pulling data from your Streak pipeline and sending weekly emails via Gmail using Make.com’s built-in Scheduler. This will keep your team updated with the most recent pipeline information, saving time and effort.
Let’s schedule a time to discuss how we can implement this automation.
Check my profile: https://www.upwork.com/freelancers/farhana401
Book a quick call:Calendly - Automaxion
1 Like
Hi @Patrick, this is definitely achievable using Make.com’s Scheduler, Streak integration, and Gmail.�Quick Setup StepsStart with Make’s built-in Scheduler module set to weekly (e.g., every Monday at a specific time in your timezone).�Add the Streak “List Boxes” action, selecting your pipeline key and optional stage filters to pull relevant jobs.��Use a Text Aggregator or Iterator to format the box data (like names, stages, notes) into a clean, readable list or table for the email body.�Finish with the Gmail “Send an Email” module, pasting the aggregated content and setting recipients.�This keeps it reliable—add error handlers like filters for empty results to avoid blank emails.� If you share your pipeline key or current scenario blueprint, I can refine this further!