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Same file, same six people, every Friday.
What you'll have at the end
A recurring export that lands in six inboxes on its own, checked for two weeks straight
You need
A report or dashboard you already export and email to the same list of people on a fixed schedule, know the exact file format they open, and have permission to add an automation flow in that tool or its workflow-automation service.
Not covered
Building filtered or role-specific versions of the file for different recipients, and making an unreliable underlying data refresh trustworthy in the first place; both are their own separate jobs.
Filter one dashboard instead of cloning it for every audience
If your recipients actually need different filtered views rather than one identical file, solve that first; this recipe assumes everyone gets the exact same export.
Rebuilding a refresh schedule that keeps burning your team's trust
If the underlying data's own refresh schedule isn't reliable yet, fix that first, or the automated export just delivers stale numbers on time instead of by hand.
Checked 26 Aug 2026
Part of the Dashboards & Reporting cookbook