Email

What is Sheet Director?

Sheet Director is a G Suite add-on that helps to manage and control bi-directional data flow between Google Sheets and several other applications like Google Calendar, Tasks, Contacts, Sheets, QuickBooks, FreshBooks, Zoho etc.


It is available in the G Suite Marketplace and Chrome Web Store. Please check Installation instructions to install the add-on.

What is Email?

Email is a method of exchanging messages between people using electronic devices.

In Sheet Director email application is used to collect data from Google Sheet as inline email content and/or attach as PDF

Use Case(s)

> Send a table of contents from a Google Sheet as PDF and Inline content to client via Email.

Google Sheets

Sheet Director

Email

Setting up Email in Sheet Director

Choosing App and Service

  • Select Email from the list of applications
  • Select service as Send Email
  • Switch on Run Automatically if the queries needs to be executed in regular intervals.

Email Configuration:

  • Select the sheet that needs to be send via Email.
  • Select Full Sheet or Range

Full Sheet:

  • Switch on Attach PDF to attach the contents as PDF via Email.
  • Mention the required name of the PDF, if PDF name is not mentioned a default PDF name will be created.
  • Select the required folder in which the PDF needs to be saved.

Range:

  • Mention the range of the values that is required.
  • Switch on Embed as Inline Table if the contents need to be send as inline table.
  • If the empty rows need to be ignored click the check box.
  • Switch on Attach PDF if PDF needs to be attached in Email.
  • Mention the required name of the PDF, if PDF name is not mentioned a default PDF name will be created.
  • Select the required folder in which the PDF needs to be saved.

Email Template:

  • Click on Email Template to customize your Email.
  • $(Sheet Data) will replace as your sheets fields
  • Execute the service.

Sample Output

Below image shows the output Email that is received.