Automate Zoho Projects Task Data Export and Email Delivery (for Non-Users)

Automate Zoho Projects Task Data Export and Email Delivery (for Non-Users)

In many real-world scenarios, we need to share Zoho Projects task updates with clients or team members who don’t use Zoho or don’t have access to the platform. Since there’s no built-in way to export and email tasks directly within Zoho Projects, I put together a workaround that’s been working really well for us.

Here’s what I built:

  1. It fetches task details from Zoho Projects

  2. Dynamically pushes them into a Zoho Sheet

  3. Converts that sheet into an Excel file (.xlsx)

  4. Emails the file to any recipient (internal or external)

I’ve set it up as a scheduled function that runs daily—so every morning, the latest task updates land in my inbox (and the inboxes of whoever else needs them). Zero manual effort.

It’s been super helpful for keeping stakeholders informed, especially clients or collaborators outside our Zoho environment.

Curious to know—has anyone tried something similar? Any ideas on how I could make this even better? Happy to share the setup if folks are interested!



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