Integrations used
Time saving
2 min
Action
Save
description
This automation saves attachments into Google Drive folder, when email arrives.
Saves at least
2 min
Save
attachments into Google Drive folder, when email arrives
playbook Template
Save attachments into Google Drive folder, when email arrives
This automation saves attachments into Google Drive folder, when email arrives.
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 Google Drive
Action
Bardeen connects your email to Google Drive, allowing you to automate the process of saving email attachments into a specified Google Drive folder. This automation is particularly useful for businesses that receive a high volume of attachments via email, such as invoices or reports, and need to ensure these are stored safely and can be easily accessed. By automating this process, you can save time and ensure that no important attachments are missed or lost.
Here is how this workflow works:
- Trigger when email is received: This command triggers the workflow when an email is received. The attachments in the email will be used in the next step.
- Upload to Google Drive: The attachments from the received email are then uploaded to a specific Google Drive folder. With Google Drive, you can keep all your files organized and up to date. You will need to specify the folder in Google Drive where the attachments should be saved.
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 Google Drive 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 Google Drive and Gmail.
Bardeen will ask for a Google Drive 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 Google Drive or Generate summary and action items from meeting notes using OpenAI and create Asana task to save you some precious time!
You can also edit the playbook and add your next action to further customize the automation.
Find more Google Drive integrations, Gmail integrations, and Google Drive and Gmail integrations.
You can also find more about how to increase your personal productivity.
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Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.
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Combine it all to create workflows
Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.
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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.