Auto‑Merge Monthly Sales & Invoices into One Excel Report (Google Drive + Plumsail)
Automatically find last month’s Sales and Invoices spreadsheets in Google Drive, merge them into a single Excel report with Plumsail Documents, and save the file back to Drive for easy sharing.
By Milagros
Installed by 1 users
Auto‑Merge Monthly Sales & Invoices into One Excel Report (Google Drive + Plumsail)
Auto‑Merge Monthly Sales & Invoices into One Excel Report (Google Drive + Plumsail)
Introduction
Close your month faster by automatically combining Sales and Invoices spreadsheets into a single Excel finance report—no manual copy‑paste. ✅
Trigger Event
A scheduled run (cron) kicks off this workflow at your chosen time—typically right after month‑end.
Actions
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The workflow figures out the previous month number (e.g., if it’s February, it selects January).
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It searches Google Drive for two files named for last month:
- Sales_<month number>
- Invoices_<month number>
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It creates shareable access so each file can be fetched for processing.
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Using Plumsail Documents, the two Excel files are merged into a single, clean XLSX.
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The finished “Finance_Report_<month number>” is saved to Google Drive, ready for your finance team to use or share.
Benefits
- One source of truth: Sales + Invoices combined in one Excel
- Saves hours each month; no manual merging or formula wrangling
- Fewer errors from copy‑paste and version confusion
- Runs on a schedule, so reports are always on time
- Lives in Google Drive for easy access and sharing
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Frequently Asked Questions
This template automates a specific workflow by connecting multiple apps and removing manual steps. It’s useful for anyone who wants to save time, reduce errors, and streamline repetitive tasks using automation.
No. You can install and customize this template without writing any code. Everything is done through simple configuration.
Only the apps shown on the template page are required. You can customize messages, add or remove steps, apply conditions, connect more apps, and add extra actions like notifications, data updates, or triggering other automations.
Yes. Once configured, it can be used for live workflows and production systems. You can also duplicate the template and customize it for different teams or processes.
Most templates can be set up in just a few minutes. You can pause, edit, duplicate, or delete the workflow anytime.
You can start with the free plan; limits depend on your viaSocket plan and usage. If you need help, you can contact viaSocket support, check the Knowledge Base, or book a demo.
