Start each day knowing exactly what needs attention.
Point WiloSync at a Google Sheet of your projects, leads, or orders and it emails you one tidy digest of everything still open — on demand or every morning.
Reads your own Google Sheet and emails only you. Mark a row done and it drops off the next digest. Pause anytime.
Before
Open work is scattered across a spreadsheet and your inbox, so things quietly slip and you find out too late.
After
You get one clean email listing exactly what is still open — leads to chase, invoices outstanding, projects in progress — whenever you want it.
What you get
One clear list
Instead of scanning a spreadsheet, you get a single summary of everything that still needs attention.
Always current
Mark a row Done, Paid, or Closed and it drops off the next digest automatically — the list is never stale.
On your schedule
Send it on demand or have it arrive every morning so nothing is forgotten before the day starts.
How it works
- 1
Point it at a Google Sheet with a Status column (projects, leads, or orders).
- 2
On each run it reads every row and picks the ones still open.
- 3
It emails you one digest listing those open items.
- 4
Update a row’s status in the sheet and the next digest reflects it.
What your customer receives
Subject: Your daily action digest — 2 items need attention
• Follow up with Acme — In Progress, due Jun 20 (waiting on quote) • Send proposal to Bright Studio — New, due Jun 19 Update any row in your sheet to change tomorrow’s digest.
What you control
- The tracker Google Sheet (your open-items list)
- The email address the digest is sent to
- The status values that count as “done” and drop off
- When it runs — Send now or a Schedule
What you need
- A Google account (Sheets + Gmail) — connect once under Integrations
- A Google Sheet with a Status column
- Your company name set in Settings
About 5 minutes — no technical skills needed
Included in this workflow
- Reads your tracker Google Sheet live on every run
- Picks out only the items still open
- Emails you one tidy digest
- Send on demand or on a schedule
Included on the free plan (one active workflow). The free version reads one Google Sheet and emails a plain digest to one address. AI-written summaries, charts, multiple data sources, role-based reports, and Slack/Teams delivery are premium or custom builds.
Available as a custom build
- AI-written summaries — what the numbers mean and what to do next
- Charts and visualizations embedded in the report
- Data pulled from several sources at once
- Role-based digests — sales gets one report, ops gets another
- Delivery to Slack or Teams in addition to email
Questions
What can it track?+
Anything you keep in a Google Sheet with a Status column — outstanding invoices, leads to chase, projects in progress, orders to fulfil.
How does it know what is “open”?+
It includes rows that are not marked Done, Complete, Paid, or Closed. Update the status and the row drops off the next digest.
Who receives the digest?+
Only the email address you set — it is a summary for you, not something sent to customers.
Can it arrive every morning?+
Yes — send it on demand or set a schedule.
Will this workflow stay updated?+
Yes. It runs as a shared workflow, so improvements roll out automatically while your sheet and digest settings stay as you saved them.
Ready to turn this on?
Create a free WiloSync account, connect your tools, and preview exactly who gets contacted before anything sends. Cancel anytime.
Update policy & sample files
How updates work
WiloSync runs this as a shared workflow. When we improve reliability, fix bugs, or refine default email wording, those improvements roll out automatically — you never need to delete and recreate your automation. Your sheet URL and digest email stay as configured. How open items are detected may improve, but your sheet data is always read live.
Sample sheet
Columns: Item, Owner, Status, Due Date, Notes