Preparing your Spreadsheet for Backup

Preparing Your Spreadsheet for Emails

Create your spreadsheet

Getting Started

Preparing Your Spreadsheet for Emails

Create New Task for Backup

Set up your task for Backup

PDF Layout and Options for Backup

Crafting Your Email Message for Backup

The Email Subject for Backup

The Email Body for Backup

Scheduling Emails and Reports

Saving the Task Configuration for Backup

Managing, Running, and Backing Up Tasks for Backup

This step-by-step guide will walk you through scheduling emails using the Automatic Backup for Sheets add-on.

For illustration, we'll use The Veggie Stores, a representative vegetable retailer that tracks its daily and monthly sales in a Google Spreadsheet. The company sets internal sales targets that must be met each month.

Let's assume employees need to regularly email compliance and sales reports to the manager. These reports include attachments in XLSX, ODS, CSV, PDF and TSV formats. The email body can contain HTML-formatted table ranges, charts, text, and other relevant data from the spreadsheet.

Create your spreadsheet

Veggie Stores collects all sales data from customers in a sheet called Sales Data. The billing system automatically sends line items to the Google Sheet.

Please refer to the sample screenshot below for reference.

Additionally, the spreadsheet includes other sheets:

Sales Data – Records of daily sales transactions.

Sales Database – A comprehensive archive containing historical sales data.

Using this Sales Data, various report tabs and summaries are prepared using formulas for reports such as Daily, Monthly, and Payment Methods Chart.

Targets Timeline – Displays a timeline chart highlighting a series of events on specific dates, with sales events emphasized in green.

Targets – Tracks predefined goals for events and sales.

Employees – Contains employee emails and other personal information.

Next Step: Let's proceed with creating a new task using the Automatic Backup for Sheets add-on.

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