> For the complete documentation index, see [llms.txt](https://docs.zigpoll.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.zigpoll.com/tutorials/automations.md).

# Automations

Automate routine tasks like report exports on a schedule

Use **Scheduled Exports** to automatically export your survey results on a given schedule. This helps keep your reporting in order and maximizes the value of your customer surveys.

#### Setting Up a Scheduled Export

1. **Log into** your Zigpoll dashboard.
2. Click **Scheduled Exports** in the sidebar, under Account Workflows.
3. Click **Add Scheduled Export**.
4. Fill in the three steps, then click **Save Changes**.

**1. What should we automate?**

* Choose the export:
  * **Export CSV** emails a CSV file.
  * **Export CSV to Sheets** updates a Google Sheet and emails a link to it. This option appears once Google Sheets is connected under **Integrations**.
  * **POST JSON to Endpoint** sends the rows to a URL you provide.
* Choose **All Surveys** or one survey. **All Surveys** sends a separate export for each survey.
* For a single survey, choose **all columns** or **certain columns**. **all columns** exports every column the survey has when the export runs. **certain columns** opens **Select Columns**, where you can **Only include selected columns** or **Exclude selected columns**. Use this to leave out personal data such as email addresses. Changing the survey resets this to **all columns**.
* Choose how far back to go: **the last** number of days, weeks or months, or **all time**.

**2. When should we run it?**

* **Daily**: every chosen number of days.
* **Weekly**: on a day of the week.
* **Monthly**: on a day of the month. If the month is shorter, the export runs on its last day.

Then pick the hour and AM or PM. Click **Timezone** at the bottom of the card to set the timezone the hour is in.

**3. Who should we send it to?**

Add one or more **Automation Recipients**. For **POST JSON to Endpoint**, enter the URL to post to instead.

Once you've saved the scheduled export, reports arrive on the schedule you chose. To check it straight away, click **Test Export** on the export's card. That runs it once, right now.

The export files follow the same rules as manual exports: see [Exporting Data to CSV](/tutorials/exporting-data-to-csv.md).

#### Stopping a Scheduled Export

Open **Scheduled Exports**, click **Remove** at the bottom of the export's card, and click **Save Changes**.

{% hint style="info" %}
**Send Weekly Recaps** under **Settings → Notifications** is a different email, a weekly summary of your account. Turning it off doesn't stop a scheduled export. See [Notifications](/notifications.md).
{% endhint %}

#### Scheduled exports to Google Sheets

The first run of an **Export CSV to Sheets** export creates a new Google Sheet. Each later run clears that same sheet and writes the full export again, so the sheet's link stays the same.

* **The sheet's name changes on each run.** Zigpoll renames it after the survey and the dates covered, such as `My Survey-export-range-09-01-2026-09-15-2026.csv`. To keep the name fixed, go to **Integrations → Google Sheets** and turn on **Maintain Sheet Titles**.
* **If you delete the sheet or Zigpoll loses access to it,** the next run creates a new sheet with a new link and emails it to your recipients.

For troubleshooting, see [Google Sheets](/integrations/google-sheets.md#troubleshooting).


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.zigpoll.com/tutorials/automations.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.