Workflow for Monthly Rollup
Hi!
I am attempting to create a workflow that sends a report to an email on the 1st of every month with entries made to a sheet from the prior month -- I can't seem to figure it out.
Example: on 11/1/22 an email containing a report of all entries made in October.
Thanks for the help!
Answers
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I would suggest inserting two columns.
The first would be a system generated Created (date) type column. the second would be a checkbox with a formula that would check the box on any row that was created in the previous month.
=IF(AND(MONTH(DATEONLY(Created@row)) = MONTH(DATE(YEAR(TODAY()), MONTH(TODAY()), 1) - 1), YEAR(DATEONLY(Created@row)) = YEAR(DATE(YEAR(TODAY()), MONTH(TODAY()), 1) - 1)), 1)
Then you would set up a condition in your automation to only send rows where this helper box is checked.
