- AI-Agent
- Ready to Run
Send Spreadsheet CSV
Turn the requested tab into a CSV attachment and email it
Use this Agent instantly or customize it - no programming needed
- Export requestExport request
Your Ready request names the tab, recipient, and any filename you chose.
- Tab valuesTab values
Your named tab supplies the displayed headers and rows for the CSV.
- Export settingsExport settings
You choose a default filename and an address for notices when the recipient address fails.
Your spreadsheet holds the request and tab values. It emails the CSV and records the result.
- Failure noticeFailure notice
Your recipient gets the reason when their address works. Otherwise, your reply address gets it.
- Request resultRequest result
Your request row shows Sent and the row count, or Needs attention with the reason.
- Failure noticeFailure notice
Your recipient gets the reason when their address works. Otherwise, your reply address gets it.
- Request resultRequest result
Your request row shows Sent and the row count, or Needs attention with the reason.
- CSV emailCSV email
Your recipient gets a named CSV attachment with the tab's displayed values when delivery succeeds.
- Request resultRequest result
Your request row shows Sent and the row count, or Needs attention with the reason.
This Agent waits for your export request to be marked Ready. It checks the named tab for data, then emails its CSV file. Your request row shows delivery or the reason no file went out.
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GmailUsed as:
- Spreadsheet
Gmail holds the request and tab values. It emails the CSV and records the result.
Microsoft OutlookUsed as:
- Spreadsheet
Microsoft Outlook holds the request and tab values. It emails the CSV and records the result.
ZoomUsed as:
- Spreadsheet
Zoom holds the request and tab values. It emails the CSV and records the result.
Microsoft Office 365Used as:
- Spreadsheet
Microsoft Office 365 holds the request and tab values. It emails the CSV and records the result.
Zoho MailUsed as:
- Spreadsheet
Zoho Mail holds the request and tab values. It emails the CSV and records the result.
Made for your industry
Send Spreadsheet CSV is made for businesses in these industries.
- Consulting
Send a requested tab as a CSV for client project handoffs.
Show all Agents for the Consulting industry - Financial Services
Send a requested tab as a CSV for financial data handoffs.
Show all Agents for the Financial Services industry - Accounting and Bookkeeping
Email a requested tab as a CSV for client record handoffs.
Show all Agents for the Accounting and Bookkeeping industry
Made for your role
Send Spreadsheet CSV is made for people in these roles.
- Operations Coordinator
Email requested tab exports and flag missing or empty tabs.
Show all Agents for the Operations Coordinator role - Data Analyst
Email a requested spreadsheet tab as a CSV for analysis.
Show all Agents for the Data Analyst role
Made for your department
Send Spreadsheet CSV is made for people in these departments.
- Operations
Deliver requested tab exports and explain missing data.
Show all Agents for the Operations department - Finance
Send requested spreadsheet tabs as CSVs for finance reviews.
Show all Agents for the Finance department - Accounting
Email requested spreadsheet tabs as CSVs for accounting reviews.
Show all Agents for the Accounting department - Data Analytics
Send requested data tabs as CSVs for colleagues to analyze.
Show all Agents for the Data Analytics department
How Send Spreadsheet CSV works
3 steps, in order, on every run.
-
Read the export requestRead the tab name and recipient address when you mark a request Ready. Find the named tab in the same spreadsheet.
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Create the CSV attachmentCheck that the tab has a nonblank data row. Convert its displayed values into CSV, or note why the export cannot continue.
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Email the file or explanationSend the CSV to the requested address, or explain why none was made. Mark the request Sent or Needs attention with the result.
How to Get Started
Connect the tools you already use, such as Gmail, Microsoft Outlook or Zoom.
5 tools
- Create an export request tab in the same spreadsheet with columns for the source tab name, recipient email, optional CSV filename, status, and result note; have teammates set status to Ready only after filling in the request.
- Authorize a script bound to that spreadsheet to read its tabs, update request rows, and send email with attachments from the account that owns the trigger.
- Choose a default CSV filename and a reply address for failed requests when the recipient address is unusable.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Send Spreadsheet CSV:
Create a request tab in the spreadsheet and authorize a bound script to read it and send email. Choose a default filename and reply address for failed requests.
Your request row shows Needs attention and the reason. A valid recipient also gets an email explaining why no CSV was sent.
Your request row shows Needs attention and the specific problem. Choose a reply address for failure notices when the recipient address is unusable.
Yes. Add a filename to the request row, or use the default filename you chose during setup.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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