Integrations used
Time saving
2 min
Action
Save
description
This automation will save attachments of received emails into a specified Dropbox folder.
Saves at least
2 min
Save
attachments into a Dropbox folder, when email arrives
playbook Template
Save attachments into a Dropbox folder, when email arrives
This automation will save attachments of received emails into a specified Dropbox folder.
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?
When email received
Trigger
Upload file to Dropbox
Action
Bardeen's playbook for automating file management ensures that you never miss an important document in your emails. By saving email attachments directly into Dropbox, this workflow is ideal for professionals looking to enhance their personal productivity or for sales teams who need to keep track of numerous client documents without manual intervention.
Here's how this workflow saves email attachments into a Dropbox folder:
- Step 1: Monitor for new emails - The workflow initiates when you receive an email, automatically detecting and preparing any attachments for upload.
- Step 2: Upload to Dropbox - Bardeen then uploads the detected attachments into your specified Dropbox folder, ensuring all your files are stored safely and are easily accessible.
How to run the playbook
If you find yourself constantly overwhelmed by the tedious task of saving email attachments to the right folder, this automation can simplify your workflow. This automation saves all attachments from received emails to a specific Dropbox folder, saving you time and reducing the risk of losing important files.
It can be especially helpful for busy professionals who receive a large volume of emails with attachments. Instead of manually downloading and saving each attachment, you can let this automation handle the task for you.
The uses for this automation are numerous and can include saving work-related documents, photos, and other attachments that come with your daily email correspondence. By automating this task, you can stay organized and focused on other essential tasks that require your attention.
Overall, this automation can make your email management process more efficient and stress-free. Give it a try and see how it can streamline your workflow.
Let’s set it up!
Step 1: Set up the automation
Click the “Try it” button at the top of this page to get this automation saved.If it’s your first time using Bardeen, you will be redirected to install the extension.
You will be redirected to download the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Dropbox and Gmail.
Bardeen will ask for a Dropbox folder and an optional keyword for subject lines, in case you want to filter by specific text. That’s it!
Step 2: Try it!
Make sure the automation is activated (toggled on).
Whenever you receive a new email with attachments, Bardeen will automatically save those attachments to the Dropbox folder that you specified.
💪 Pro Tip: Pair this automation with our other playbooks like Generate an image from an email brief and save it to Dropbox or Generate an image from an Asana task and save it to Dropbox to save you some precious time!
You can also edit the playbook and add your next action to further customize the automation.
Find more Dropbox integrations, Gmail integrations, and Dropbox and Gmail integrations.
You can also find more about how to increase your personal productivity and automate your product development process.
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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.