Microsoft Excel + Schedule by DryMerge
Generate Weekly Client Reports in Excel
This automation generates a weekly client report from an Excel sheet every Friday, summarizing interactions and progress with clients. It's invaluable for account managers and client services teams who want to keep detailed records of their client interactions.
Friday Report Day
Every Friday, like clockwork.
Generate Client Report
Creates a detailed report summarizing all client interactions and progress for the week.
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How to use DryMerge
Ask for what you want.
Tell DryMerge what you want to automate using plain English. For example, "Generate weekly client reports in Excel"
Generate weekly client reports in Excel
DryMerge figures out the details.
Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.
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+ Your workflow is ready to go!
Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.
Frequently Asked Questions
Our Capabilities
See what DryMerge can do with Microsoft Excel + Schedule by DryMerge.
Update Sheet
Updates an existing Excel sheet
List Sheets
Lists all sheets in an Excel workbook
Read Sheet
Reads the contents of an Excel sheet
New Microsoft Excel Workbook
Triggers when a new Excel workbook is created
Added or Updated Microsoft Excel Row
Triggers when a new row is added or an existing row is updated in a Microsoft Excel worksheet
Delay by DryMerge
Delays an automation until a set date or for a set period of time
Scheduled Trigger
Trigger based on a schedule
App details
Microsoft Excel
Microsoft Excel is a spreadsheet program used for data analysis, visualization, and complex calculations. Read, write, and manipulate data for powerful data management and reporting.
Schedule by DryMerge
Schedule and automate repetitive tasks and complex processes. Set up recurring automations, define triggers, and run actions on a predefined schedule.
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