Save labeled emails to Coda, including attachments stored on Dropbox

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.