Google Mail
Google Drive
Airtable
playbook Template

Copy all emails from a timeframe to Airtable, saving all attachments in Google Drive

This Playbook will find all emails from your specified timeframe, upload any attachments to Google Drive and save all the information to Airtable.

This is a Bardeen playbook. It's a pre-built automation template you can run in one-click to perform a repetitive task. Get started with our free Chrome extension.

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How does this automation work?

Find emails
Action
Upload file to Google Drive
Action
Add data to Airtable
Action
Add data to Airtable
Action

Bardeen's playbook empowers you to efficiently manage your email data by automatically copying emails within a certain timeframe to Airtable, while also saving all attachments to Google Drive. This solution is perfect for professionals looking to streamline their data sourcing and research processes, ensuring no critical information slips through the cracks. With this workflow, businesses can keep their data organized and accessible, making it easier to glean insights and make informed decisions.

Here’s how this workflow facilitates email management and data organization:

  • Step 1: Find emails in Gmail - This step locates all emails within your specified date range. Gmail's powerful search capabilities are leveraged to find the exact messages you need.
  • Step 2: Upload attachments to Google Drive - Each found email's attachments are uploaded to a designated Google Drive folder, ensuring all documents are securely stored and easily retrievable.
  • Step 3: Add email data to Airtable - Email information, including subject lines, is then added to your Airtable base, transforming your emails into a structured database for better organization and analysis.
  • Step 4: Append additional data to Airtable - The workflow continues by adding more detailed email data to Airtable, further enriching your database with valuable information.
Run this Airtable automation with Bardeen in minutes.

How to run the playbook

If you're looking for a way to streamline your email organization process and save time, look no further than this automation!

It automates the tedious task of finding and organizing emails, making it easy to locate important messages and attachments. By specifying a timeframe, the automation will scan your inbox and upload any attachments to Google Drive for easy access and sharing. It will also save all the relevant information to Airtable, ensuring that you have a record of all the important details.

Whether you're a busy professional, a small business owner, or just looking to simplify your workflow, this automation is the perfect solution. Try it out today and experience the benefits for yourself.

Let’s set it up!

Step 1: Create an Airtable

The first step is to create an Airtable with all the information you want to capture.

Bardeen will extract information from the emails like subject line, body, sender, date, CC, link to email, labels and more.

It will also save email attachments to Google Drive and add a link to the email if any attachments are present.

Step 2: Integrate Airtable, Gmail and Google Drive

You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Airtable and Gmail.

Click the “Pin it” button at the top of this page to get this automation saved to your Playbooks. 

Click on the playbook card, and the setup flow will start. 

You will be asked to enter a before date and an after date. Choose the timeframes you like. Bardeen will find all emails in the specified time frame and save them to your Airtable. Bardeen will also ask you for a folder in Google Drive for your attachments and a limit for the maximum number of emails you would like to extract.

After you choose the dates, the database and the maximum number of emails to extract, you will get a prompt to map the information to the fields in Airtable.

The left side consists of all the fields Bardeen will scrape for you. On the right side, specify the fields in Airtable that you want to associate with the information on the left. If you don’t want a piece of information, leave that field empty, and it will be skipped. That’s it!

Click on “Save Input” and checkmark the inputs you would like to save. You can edit Inputs later by hovering over the playbook. 

Step 3: Run the automation to save / scrape emails to Airtable

When you want to copy all emails from a timeframe to Airtable, activate Bardeen (or hit OPTİON + B) and run this playbook. It will copy all your emails for your timeframe, save any attachments to Google Drive and add all the information to Airtable.

This automation is fantastic for businesses and professionals to manage their email communication more efficiently, by automating the process of finding and organizing important emails and attachments.

The automation can also facilitate collaboration among team members by making it easy to access and share important files and documents through Google Drive.

It can help individuals stay organized and save time by automating the task of email management, freeing up time to focus on other tasks and projects.

You can edit the playbook and add your next action to further customize the automation.

Find more Airtable integrations, Google Drive integrations, and Google Drive and Airtable integrations.

You can also find more about how to scrape data from anywhere to Airtable,  how to increase your personal productivity and how to manage the data sourcing and research process.

Run this Airtable automation with Bardeen in minutes.

Available actions & triggers

Apps:
Copy all emails from a timeframe to Airtable, saving all attachments in Google Drive
Copy all emails from a timeframe to Airtable, saving all attachments in Google Drive
Copy all emails from a timeframe to Airtable, saving all attachments in Google Drive
Types:
Both
Actions
Triggers
Find emails
Find emails
Action
Forward email
Forward email
Action
Upload file to Google Drive
Upload file to Google Drive
Action
When Table changes
When Table changes
Trigger
Archive email
Archive email
Action
Get Airtable base
Get Airtable base
Action
Send email
Send email
Action
Create Google Drive folder
Create Google Drive folder
Action
Find email thread from current page
Find email thread from current page
Action
Get values from Airtable table
Get values from Airtable table
Action
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FAQs

What if I don’t use a CRM for the technical handoff?

You can still run the playbook using email, task, and communication tools.

Can I customize the technical handoff report format?

Yes, you can choose where the report is saved or sent.

Is this lead management playbook useful for RevOps teams?

Yes, it helps RevOps teams keep lead data clean, track qualification, and ensure follow-up happens consistently.

Can I use this lead management playbook with LinkedIn Sales Navigator?

Yes, Bardeen can enrich leads using LinkedIn Sales Navigator.

How does this price monitoring playbook help with lead qualification?

Knowing how your pricing compares to competitors can help you qualify sales leads based on budget fit.

Does this daily/weekly report with lead qualification?

Yes. By analyzing call notes and CRM updates, Bardeen can surface which leads are progressing and which need more attention.

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