Google Mail
Dropbox
Coda
Workflow Template

Save labeled emails to Coda, including attachments stored on Dropbox

This playbook will find all emails with the specified label and save them to a Coda table. It will upload any attachments to your Dropbox folder and include the link.
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Find emails
Action
Upload file to Dropbox
Action
Merge text
Action
Add data to Coda table
Action

How does this automation work?

Streamline your email management with Bardeen's playbook that finds emails with a specific label and organizes them into a Coda table. If there are attachments, they're conveniently stored in Dropbox. For businesses, efficient documentation and retrieval of email information is crucial. This workflow is particularly valuable for customer support, project management, and legal compliance, where tracking correspondence and documentation is essential.

Here's how this workflow saves labeled emails to Coda and manages attachments with Dropbox:

  • Step 1: Find emails with a specific label - Bardeen searches through Gmail to find all emails associated with the label you provide. Gmail's powerful search capabilities are leveraged to ensure no email goes unnoticed.
  • Step 2: Upload attachments to Dropbox - Any attachments found in the emails are then uploaded to a specified Dropbox folder, providing a secure and centralized place for file storage.
  • Step 3: Create Dropbox link for attachments - A link to the Dropbox folder where the attachments are stored is generated, ensuring easy access to the files from the Coda table.
  • Step 4: Add email records to Coda table - Finally, the details of the emails along with the Dropbox links for attachments are organized and saved into a Coda table, which acts as a dynamic and collaborative workspace.
Run this Coda automation with Bardeen in minutes.

How to run the workflow

Dealing with a deluge of emails and attachments can be overwhelming, especially when you're struggling to organize and manage crucial information efficiently.

This automation is here to simplify your email management woes. It seamlessly locates all emails tagged with a specific label and systematically compiles them into a well-structured Coda table. It will also upload any attachments to your Dropbox folder and include the link. No more sifting through your inbox or drowning in a sea of attachments.

Whether you're a project manager tracking client communications, a researcher cataloging data, or simply striving for better email organization, this automation streamlines the process. It not only saves you time but also ensures that attachments are uploaded to your Dropbox folder and linked, providing easy access to essential documents. Say goodbye to email chaos and hello to a more organized and productive workflow.

Let’s set it up!

Step 1: Create a Coda table

The first step is to create a Coda table with all the fields you want to save from each email.

Bardeen will extract information from each labeled email and get the subject line, email body, sender address, attachment links from Dropbox, date the email was sent, and more.

Step 2: Install the extension and map the information to Coda

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

Click the “Pin it” button at the top of this page to get this automation saved to your Playbooks. If it’s your first time using Bardeen, you will be redirected to install the extension.

Click on the playbook card, and the setup flow will start. Bardeen will ask you to specify a Coda table, the label for the emails you want to extract and an optional Dropbox location to store all the email attachments.

After you choose the database, emails and file location, you will get a prompt to map the information to the fields in Coda.

The left side consists of all the fields Bardeen will scrape for you. On the right side, specify the fields in Coda 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 Coda. This will save you time in the future. You can edit Inputs later by hovering over the playbook. 

Step 3: Run the playbook to save labeled emails to Coda with attachments stored in Dropbox

Whenever you want to save all emails with a specific label to Coda, activate Bardeen (or hit Option + B on Mac or ALT + B on PC on your keyboard) and run this playbook. It will find all the emails with the specified label, extract information from each email, save all the attachments to Dropbox and create new rows in Coda with all the information.

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

Find more Gmail and Coda integrations.

You can also find more about how to increase your personal productivity.

Run this Coda automation with Bardeen in minutes.

Available actions & triggers

Apps:
Save labeled emails to Coda, including attachments stored on Dropbox
Save labeled emails to Coda, including attachments stored on Dropbox
Save labeled emails to Coda, including attachments stored on Dropbox
Types:
Both
Actions
Triggers
Find emails
Find emails
Action
Get rows from coda table
Get rows from coda table
Action
When email received
When email received
Trigger
Reply to email
Reply to email
Action
Upload file to Dropbox
Upload file to Dropbox
Action
Download Dropbox file
Download Dropbox file
Action
Find Coda tables
Find Coda tables
Action
Send email
Send email
Action
Find Coda docs
Find Coda docs
Action
When label is added to email
When label is added to email
Trigger
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FAQs

Bardeen - Playbook / Autobooks: Is it possible to create a Playbook that scrapes data from a website and sends it as an email attachment?

You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.

Youtube: Can I download a Youtube video to my computer using Bardeen?

Unfortunately, Bardeen is not able to download videos to your computer.

Google Sheets: What is the best way to export data to Google Sheets?

Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.

Meetings: Is there a playbook to record and summarize meetings?

There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment

Playbooks/Autobooks: How do I edit an action in a Playbook or Autobook?

Please follow the following steps to edit an action in a Playbook or Autobook.

Scraper: How can I get data from multiple sections of a profile (Eg: getting the experience section on a linkedin profile)?

Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.

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