When you receive a file in Gmail, convert it to a PDF on an online site and save it to Google Drive
When you receive a file in Gmail, convert it to a PDF on an online site and save it to Google Drive
Launch this workflow to connect
Google Drive &
Gmail
!
■Overview
Do you find it time-consuming to convert files received by email to PDF on an online website and save them each time? Although this process is repetitive, it can take up a significant amount of time when repeated, potentially taking time away from higher-priority tasks. With this workflow, simply receiving an email with an attached file in Gmail automates everything from converting the file on an online PDF conversion website to saving it in Google Drive, helping you work more efficiently.
■Who is this template for?
- Anyone who manually uses an online PDF conversion website to convert files received in Gmail
- Anyone who wants to automate and streamline recurring file conversion and Google Drive storage tasks
- Anyone looking to reduce human error and improve work quality in routine processes
■Benefits of using this template
- Automate the entire process—from receiving a file in Gmail and converting it on an online website to saving it in Google Drive—reducing the time spent on manual work
- Reduce the risk of human error caused by manual tasks, such as missed file conversions or saving files to the wrong folder
■Flowbot steps
- First, connect Gmail and Google Drive to Yoom
- Next, select Gmail as the trigger and set the “When an email with a specific label is received” action to start the flow when a specific email is received
- Then, set the “Operate browser” action under Operations to record the steps you take on the online PDF conversion website you normally use
- Finally, set the “Upload a file” action for Google Drive under Operations to save the converted PDF file in the specified folder
※ “Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization options
- For the action that operates the browser using the RPA feature, configure the URL of the online PDF conversion website you actually use and the file conversion steps according to your environment
- For the action that uploads a file to Google Drive, select the folder where you want to save the converted PDF file
■Notes
- Connect both Gmail and Google Drive to Yoom.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes. The shortest available interval varies by plan.
- The browser operation feature is available only on the Success Plan. On the Free, Personal, Mini, and Team Plans, operations configured in the Flowbot will result in an error.
- Paid plans, including the Success Plan, offer a two-week free trial. During the free trial, you can use restricted apps and browser operation features. For details, see the Pricing Plans page.
- For instructions on configuring browser operations, see How to configure “Operate browser”.
- 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 for triggers and individual operations, 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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