Automatically convert Microsoft Excel files uploaded to Google Drive into PDFs and send notifications via Gmail
Automatically convert Microsoft Excel files uploaded to Google Drive into PDFs and send notifications via Gmail
Launch this workflow to connect
Google Drive &
Gmail
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■Overview
Do you find it time-consuming to convert invoices, reports, and other Microsoft Excel files to PDF and share them by email every time? This repetitive task not only takes time but can also lead to human errors, such as attaching the wrong file or sending it to the wrong recipient. With this workflow, simply upload a Microsoft Excel file to Google Drive to automate the entire process—from converting it to PDF to sending a notification via Gmail—reducing manual work and errors.
■Who This Template Is For
- Anyone who regularly manages or creates files using Google Drive and Microsoft Excel
- Sales and administrative teams looking to eliminate inefficiencies in manual PDF conversion and email sharing processes
- Anyone looking to prevent human errors, such as missing attachments or sending files to the wrong recipient
■Benefits of This Template
- Uploading a file to Google Drive automatically triggers PDF conversion and a Gmail notification, reducing the time spent on manual tasks.
- Automating the entire process—from file conversion to composing and sending emails—helps reduce the risk of human error.
■How the Flowbot Works
- Connect Google Drive, Microsoft Excel, and Gmail to Yoom.
- Select Google Drive as the trigger and set the trigger action to “When a specific file is created or updated.”
- Set up a branch operation and configure the conditions so that subsequent steps run only when the uploaded file is a Microsoft Excel file.
- Set up the Google Drive operation “Convert an Excel file to a spreadsheet.”
- Set up the Google Drive operation “Download a Google spreadsheet” and specify PDF as the file format.
- Set up the Gmail operation “Send an email,” attach the generated PDF file, and notify the specified recipients.
※“Trigger”: An action that starts the flow. “Operation”: An action that performs a process within the flow after the trigger starts.
■Customizing This Workflow
- In the Google Drive trigger settings, you can specify the folder that will trigger the workflow.
- With the branching feature, you can define more specific conditions for starting the workflow, such as running the process only when a specific file name is included.
- In the Gmail email-sending action, freely customize the recipient email address, subject, and message body.
■Notes
- Connect both Google Drive and Gmail to Yoom.
- Branching is an operation available on the Personal plan and above. On the Free plan, operations configured in the Flowbot will result in an error.
- Paid plans, such as the Personal plan, include a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.
- The maximum downloadable file size is 300 MB. Depending on the app specifications, the limit may be less than 300 MB.
- For details on the file size limits supported by the trigger and each operation, see File Size Limits.
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No-Code API Actions
Executable API actions
Flowbot triggers
New File or Folder Created
When a New File or Folder Is Created in a Specified Folder
When a Specific File Is Created or Updated
When a File Containing Specific Keywords Is Created
When an Email Matching Specific Keywords Is Received
When an Email with a Specific Label Is Received
When an Email with a Specific Label Is Received (Specify Label ID)
Flowbot operations
Create Folder
Duplicate File
Search for Files and Folders in a Specific Folder
Delete File
Upload File
Download File
Download Google Sheets File
Download Google Slides
Download Google Docs File
Retrieve a List of Files and Folders in a Specific Folder
Rename File
Retrieve File or Folder Information
Convert Excel File to Google Sheets
Convert CSV File to Google Sheets
Grant File or Folder Permissions to a User
Move File to Trash
Retrieve a List of Permissions for a File or Folder
Update Description for a File or Folder
Flowbot triggers
New File or Folder CreatedWhen a New File or Folder Is Created in a Specified FolderWhen a Specific File Is Created or UpdatedWhen a File Containing Specific Keywords Is Created
Flowbot operations
Create FolderDuplicate FileSearch for Files and Folders in a Specific FolderDelete FileUpload FileDownload FileDownload Google Sheets FileDownload Google SlidesDownload Google Docs FileRetrieve a List of Files and Folders in a Specific FolderRename FileRetrieve File or Folder InformationConvert Excel File to Google SheetsConvert CSV File to Google SheetsGrant File or Folder Permissions to a UserMove File to TrashRetrieve a List of Permissions for a File or FolderUpdate Description for a File or FolderChange File Destination FolderCreate a Shortcut to a FileConfigure Download and Copy PermissionsRetrieve a List of Folders in a Specific FolderConvert a File to Google DocsDownload a Google Sheet (Specify Sheet)Change Sharing to "Anyone with the Link"Search Files and Folders in a Specific Folder (Excluding Trash)Convert a Presentation File to Google SlidesConvert a PDF File to Google DocsGrant File or Folder Permissions to a Specific OrganizationUpdate a Specific FileRemove Permissions from a File or FolderCreate a Shared DriveSearch Shared DrivesCopy File (Detailed Options)Search Files and Folders
Flowbot triggers
When an Email Matching Specific Keywords Is ReceivedWhen an Email with a Specific Label Is ReceivedWhen an Email with a Specific Label Is Received (Specify Label ID)
Flowbot operations
Search EmailsMove Message to TrashAdd Label to Specific MessageRemove Label from Specific MessageRetrieve Specific MessageMore inspiration for you
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