Getting Started with Schedule & Email Spreadsheets
Getting Started with Schedule & Email Spreadsheets
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Overview
Overview
Schedule & Email Spreadsheets is a powerful Google Sheets™ add-on designed to automate the scheduling and sending of spreadsheet reports via email as attachments, by sharing a Drive file link, or by backing them up to a Drive folder. Whether you need to send daily sales summaries, weekly financial reports, or monthly performance updates, this tool simplifies the process, saving you time and effort.
In this guide, you’ll learn how to install the add-on, configure email schedules, customize reports, and start automating your workflow.
How to Install?
How to Install?
The add-on is available for Google Sheets™ and can be installed by anyone with a Gmail or Google Workspace account. Follow these steps to install the add-on and start automating your email reports.
Step 1: Open Google Sheets
Open Google Sheets in your web browser.
Ensure you're signed in with your Gmail or Google Workspace account.
Step 2: Access the Google Workspace Marketplace
Click on Extensions in the top menu.
Select Add-ons > Get add-ons.
This will open the Google Workspace Marketplace.
Step 3: Search and Install the Add-on
In the search bar, type "Schedule & Email Spreadsheets" and press Enter. Alternatively, visit the add-on page directly: Schedule & Email Spreadsheets on Google Workspace Marketplace
Click on the add-on from the search results.
Click the Install button and follow the on-screen prompts to grant the necessary permissions.
Step 4: Access the Add-on in Google Sheets
Once installed, reload Google Sheets if the add-on does not appear immediately. Then, go to Extensions > Schedule & Email Spreadsheets
Select Open App to start using the tool.
Your add-on is now installed and ready to use!
Next step: You can now move on to Preparing Your Spreadsheet for Emails
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