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

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

• Make — the automation engine · Sign up (one month of Core free) →affiliate link
• Google Sheets — log and lists
• Gmail — email

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 Download ↓

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

The video

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