Send a segment to a sheet every week without the download

Someone exports a CSV, opens it, pastes it into the shared sheet, then does it again next Monday. This writes the segment into the sheet directly.

Salesrevops-automatorallstarter2 steps2 outputs

Segment Workflow

Run this recipe

What it does

Picks the audience to export, then refreshes a Google Sheet with its members every week.

You get

a Google Sheet that refreshes with your segment weekly

How it works

Pick the audience to export

Create Segment

Define it as a segment rather than a filter inside the workflow, so the same definition drives the export and anything else that needs the same list.

Produces:Segment

Refresh the sheet each week

Create Workflow

A weekly run writes the segment's members into the sheet, matched on the record identifier so a repeat run updates rows instead of duplicating them. The row count is stated before the run, so a segment that has collapsed or exploded is visible.

Produces:Workflow

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