Upload Gmail attachments to Google Drive and send a notification
Upload Gmail attachments to Google Drive and send a notification
Launch this workflow to connect
Gmail &
Google Drive
!
■Overview
Invoices and estimates arrive in your Gmail every day.
Do you find it time-consuming to open each attachment, save it to a specific Google Drive folder, and notify the relevant people?
These manual tasks can also lead to mistakes, such as forgetting to save files or share them with the right people.
With this workflow, receiving a specific email automatically saves its attachments to Google Drive and notifies the relevant people.
Reducing manual work helps streamline your operations.
Do you find it time-consuming to open each attachment, save it to a specific Google Drive folder, and notify the relevant people?
These manual tasks can also lead to mistakes, such as forgetting to save files or share them with the right people.
With this workflow, receiving a specific email automatically saves its attachments to Google Drive and notifies the relevant people.
Reducing manual work helps streamline your operations.
■Who is this template for?
- Anyone who manually saves attachments such as invoices received in Gmail to Google Drive
- Anyone who wants to prevent human errors such as forgetting to save files or share them with the relevant people
- Anyone who wants to streamline routine file management tasks and focus on other work
■Benefits of using this template
- Attachments are automatically saved to Google Drive when Gmail receives an email, reducing the time required to download and upload files manually.
- Because no manual action is required, this workflow helps prevent human errors such as failing to save files or saving them to the wrong folder.
■How the Flowbot works
- First, connect Gmail and Google Drive to Yoom.
- Set the conditions for the emails that should trigger the automation, such as the subject or sender, in the Gmail trigger action “When an email matching specific keywords is received.”
- Next, select the branching feature and set conditions based on your operations to branch the subsequent processes.
- Then, configure the Google Drive action “Upload a file” and upload the attachment from the received email to the specified folder.
- Finally, configure the Gmail action “Send an email” to automatically notify the relevant people that the file has been uploaded.
※“Trigger”: An action that starts a flow. “Operation”: An action that performs a process within the flow after the trigger starts.
■How to customize this workflow
- With the branching feature, you can flexibly add and configure conditions based on your business processes.
- In the Gmail notification settings, you can insert information retrieved in previous steps, such as the “file name” and “received date and time,” into the message to create more specific notifications.
■Notes
- Connect both Gmail and Google Drive to Yoom.
- Branching is an available feature (operation) 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 subject to plan restrictions.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Note that the shortest trigger interval varies by plan.
- 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 triggers and each operation, see File size limits.
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No-Code API Actions
Executable API actions
Flowbot triggers
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)
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
Flowbot operations
Search Emails
Move Message to Trash
Add Label to Specific Message
Remove Label from Specific Message
Retrieve Specific Message
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
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 Message
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 FoldersMore inspiration for you
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