Workflow for Monthly Rollup



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!


  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    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.