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Automate daily excel (or CSV) export to email

  • March 12, 2025
  • 1 reply
  • 12 views

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Has anyone figured out a method to setup a process to automatically export the raw data in Excel (or CSV) and send to a specified email address on a daily or weekly basis. I know you can do this if the data is sent to an sftp, but my organization doesn’t allow for that option.

 

I’ve searched through previous questions and can’t find a good solution. I do not want a report or a topline. I’m looking for the raw data file that you can export under the Data & Analysis tab manually. 

1 reply

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  • Level 7 ●●●●●●●
  • 2028 replies
  • March 12, 2025

I usually do something close to this using workflows:

  1. Workflow to update a Google sheet as each response comes in. This way, that sheet is always has close to real-time data, I don’t need to bother with the download.
  2. If I’ve already collected some data, I trigger the workflow to work on API updates also, and update all the earlier responses via the API once.

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