Set up your task
Set up your task
Embedded Files
Add a New File
Add a New File
Click the New File button to choose which sheets to export from the current spreadsheet. You can select specific sheets, choose an output format, and decide whether to send the files by email or save them to Google Drive folder.
Once files are added, they will appear in the list below. When you're ready, click Continue to move to the next step.
Selecting Sheet(s), Format, and Delivery Method
Selecting Sheet(s), Format, and Delivery Method
When setting up a file, the first step is to choose whether you want to include a Single sheet, Selected sheets, or the Entire workbook. Once you've selected the sheet(s), the next step is to choose the file format for sending them as email attachments or saving them to a Drive folder. Available formats include:
PDF
XLSX (Microsoft Excel)
ODS (OpenDocument)
CSV
TSV
PNG (Min: 100x100px; Max: 1280x1280 px)
Sheet Types & Supported Formats
Sheet Types & Supported Formats
Entire Spreadsheet: XLSX, ODS, PDF
Selected Workbook Sheets: PDF
Grid Sheet: XLSX, ODS, PDF, PNG, CSV, TSV
Object Sheet – Timeline, Chart: PDF, PNG
Data Source Sheet: XLSX, PDF, PNG, CSV, TSV
Configure Export Options
Configure Export Options
Select the sheet from the Sheet(s) list.
Choose the file format from the Format dropdown.
If exporting as PDF or PNG, specify a cell range (e.g., A1:D35) to include only part of the sheet.
PDF formats offer additional layout and customization features – How to customize PDF layout and options?
Select the File Delivery Method using the dropdown:
Attach to Email – Sends the file as an email attachment.
Attach to Email & Save a Copy to Folder – Sends the attachment and also saves a copy to a Drive folder.
Save to Folder, Email Link to File – Uploads the file to Destination folder and emails a link instead of an attachment.
You can reference this file in your email template using the {{FileLink:#}} marker. Example: {{FileLink:5}} for the fifth file.
Save to Folder, No Email or Sharing – Saves the file privately to the Destination folder without sending an email or sharing it (for backup purposes).
If saving to a folder, click the Browse button to select a Destination Folder. The selected folder name will appear in the text field to the left of the Browse button.
Optionally, configure File Sharing settings:
Choose who can access the file (e.g., recipients, anyone with the link).
Set access permissions: Viewer, Commenter, or Editor.
Control sharing behavior using checkboxes:
Send notification emails to shared users.
Allow editors to change permissions.
Let viewers/commenters download, print, and copy.
Set the Filename using predefined variables (see image below), a fixed filename (e.g., Daily), or a combination of both (e.g., Daily - {{Long Date UK}}) from the dropdown marker list.
Click Add File to save the file configuration.
Once attached, the file appears in the File list, where you can:
Edit the file configuration by clicking the Filename or Sheetname in the list.
Preview the file using the Download icon.
Remove the file using the Delete icon.
Example Task
Example Task
Email the ‘Sales Data’ sheet by attaching it as an Excel file (.xlsx).
Do not email the ‘Sales Data’ sheet as a CSV file (.csv); instead, save it to the Destination folder as a backup.
Email the ‘Targets’ sheet by attaching it as a PDF file (.pdf), and also save a copy to the Destination folder.
Tip: Attach a specific range of cells (e.g., A1:D35) from the ‘Sales Database’ sheet as a PNG image (.png).
Next Step: PDF Layout and Options
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