How to Email Spreadsheets Automatically on a Recurring Schedule

Reviewed by Lucas Chen - Tech Editor

Reviewed by Lucas Chen – Tech Editor

Email spreadsheet reports and dashboards on a recurring schedule. You can email entire workbooks, specific sheets inside a workbook or even range of cells.

The Email Spreadsheets add-on for Google Sheets will help you automate the reporting of spreadsheet data and dashboards by email. If you are an office worker who has been emailing spreadsheets to colleagues manually, this add-on will save you a ton of time. And because it runs on the Google Cloud, your spreadsheet reports will be delivered even while you are offline or on vacation.

With Email Spreadsheets, you can schedule reports and it will automatically send them by email on a recurring schedule. You can email entire workbooks, specific sheets inside a workbook or even range of cells. Watch the video to get started.

Email Google Sheets Automatically

Go to the Google add-on store and install Email Google Sheets. Next, open any Google Spreadsheet in your Google Drive, go to the Add-ons menu inside the sheet, choose Email Spreadsheets from the dropdown and then choose Rules to create your first scheduled email report.

You are presented with a 3-step wizard to help the email schedule of your spreadsheet report.

Step 1: Select Sheet Export Options

1. Expand the “Select Sheets” dropdown and select one or more sheets that you would like to include in the email. Each sheet is attached as a separate file in the email but you can choose the “Merge all sheets” option to create a single file from all sheets in the workbook.
2. Select the export format. You can choose between PDF, Excel (xlsx), OpenDocument or CSV formats. The “Email without Attachment” option can be used to embed a specific range of cells in the email body without including any sheet as an attachment.
3. If you have selected PDF as the export format in step 2, you are presented with a few more options. For instance, you can change the paper orientation (Portrait or Landscape), the paper size or alter the print margins to fit more content on a page. You can choose to show gridlines, notes, sheet names and page numbers in the exported file.
4. (optional) The Cell Range option lets you specify a range in A1 notation and only that range will be exported in the PDF file.

Tip: Use the Preview button to test how your exported files would be like with the various export options.

Step 2: Write the Email Template