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“The monthly report was due on the first. It went out on the tenth.”

On the 1st: the month's summary → an email to the client, without opening a sheet

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Now the report arrives on the first, every month.

Clients want the same three numbers every month: leads in, deals closed, invoices open. On the 1st at eight they arrive in one email, from the sheet.

MakeGoogle SheetsGmail5 operations / run✓ Imported successfully into our Make account

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Video cover: MONTHLY REPORT

Short answer

Clients want the same three numbers every month: leads in, deals closed, invoices open. On the 1st at eight they arrive in one email, from the sheet.

Tools
Make, Google Sheets, Gmail
Cost to run
5 Make credits (operations) per run

The problem

A monthly summary is the job everyone postpones: open, count, write. So it goes out on the 10th, or not at all. The client gets the feeling nobody is watching the numbers.

What happens when it runs

  1. Schedule: the 1st of every month, 08:00
  2. Read the leads sheet: logged last month
  3. Count: total, closed, open invoices
  4. An email to the client with the three numbers and the change from the previous month

The tools inside

Disclosure: links marked "paid link" pay us a commission from the vendor if you sign up. Your price is unchanged, and every file here works without them. How we choose tools →

Before you start

Three things to have ready before importing, or Make will ask and you will have to leave halfway:

  • The leads spreadsheet id
  • The client email
  • The email template

Sheet templates

The file maps columns by position. Start from exactly these headers, in this order — a column in the wrong place writes a phone number into the email column.

  • Leads log · date | name | phone | email | source | status (Sent with the blueprint by email)

How to import (2 minutes)

  1. In Make: Scenarios → Create a new scenario
  2. At the bottom, the three dots (⋯) → Import Blueprint → choose the file you downloaded
  3. Click every module with an exclamation mark: choose your connection (Google, Telegram) — Make creates one in a click if you have none
  4. Replace every value in double curly braces ({{…}}) with your own from the list above
  5. Run once with a test row in the sheet. Only when it passes — Schedule and ON

New to Make? Start here →

No Make account yet?The file imports only into Make. Signing up through the link gives you one month of Core free, and us a commission. The file works without the link.
Sign up for Make →paid link · we earn a commissionPaid link. If you sign up through it we earn a commission from Make; your price is the same, and the link gives you one month of Core free.

The video

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Read more

What does not work in it

  • Three numbers without context can alarm: "4 leads" in a slow month looks like failure without a line of explanation. Keep a "note" field in the sheet that goes into the email.
  • "Last month" depends on the Make account's time zone. Set it to the client's zone, or the 1st at eight is the 31st in the evening.

Questions

What does not work in "On the 1st: the month's summary → an email to the client, without opening a sheet"?

Three numbers without context can alarm: "4 leads" in a slow month looks like failure without a line of explanation. Keep a "note" field in the sheet that goes into the email. "Last month" depends on the Make account's time zone. Set it to the client's zone, or the 1st at eight is the 31st in the evening.

What do I have to fill in after importing the blueprint?

The leads spreadsheet id; The client email; The email template.

Which tools does it use, and what does a run cost?

Make, Google Sheets, Gmail. Each run uses 5 Make credits (operations).

Is the blueprint free?

Yes. The ready-to-import file is sent free to the email address you enter; the newsletter is a separate box you can leave unticked. The full build is on this page without any email. The file contains no connections and none of our ids, and works whether or not you use the paid Make link on the page.

Build your automation plan →Four questions, three automations ranked for your business.

Paid link. If you sign up through it we earn a commission from Make; your price is the same, and the link gives you one month of Core free.

Next step

All automations →
STATUS EMAIL

Every Thursday: project status → an email to the client, without writing it

Clients ask "what's happening" because nobody wrote. One status word in a sheet becomes a tidy weekly email to the client every Thursday, with no writing.

MakeGoogle SheetsGmail3 ops/run✓ imported in Make
UNSUBSCRIBE BOT

"Remove me" email → marked → confirmation, within a minute

A "remove me" email waits until someone is free. The sender is marked in the list and gets a confirmation within a minute, as spam law and GDPR require.

MakeGmailGoogle Sheets4 ops/run✓ imported in Make
RENEWAL NOTICE

Contract ends in 30 days → renewal email to the client → alert to you

Every morning Make checks the contracts sheet. A contract ending within 30 days gets one renewal email to the client, the row is stamped, you get an alert.

MakeGoogle SheetsGmailTelegram4 ops/run

What will it cost? Make cost calculator →Build your automation plan →