Integrations used
Time saving
10 min
Action
Save
description
This Playbook will save emails with a specific label to Google Sheets, including attachments by uploading files to Google Drive and incorporating the link.
Saves at least
10 min
Save
labeled emails to Google Sheets, including attachments stored on Google Drive
playbook Template
Save labeled emails to Google Sheets, including attachments stored on Google Drive
This Playbook will save emails with a specific label to Google Sheets, including attachments by uploading files to Google Drive and incorporating the link.
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 sheet tab
Action
Bardeen's Playbook enables efficient email management by automating the process of saving specific labeled emails to Google Sheets, including storing any attachments in Google Drive with accessible links. This workflow is ideal for business professionals looking to streamline document organization, track correspondence, and ensure important attachments are stored securely and systematically. Leveraging Google's suite of productivity tools, this automation saves time and reduces the risk of human error.
Here's how this workflow operates:
- Step 1: Identify Labeled Emails - Bardeen finds all emails within Gmail that have been tagged with a particular label. This targeted approach ensures you're only processing relevant correspondence.
- Step 2: Upload Attachments to Google Drive - Any attachments found in the labeled emails are uploaded to a specified Google Drive folder, keeping your documents organized and making them easily accessible.
- Step 3: Save to Google Sheets - Email details, including links to the attachments now in Google Drive, are added to a Google Sheet. This creates a comprehensive record for tracking and reference purposes.
How to run the playbook
Let's face it: email overload is a real problem, and it can be tough to keep everything organized. But this automation is here to save the day!
This automation automatically saves emails with specific labels to Google Sheets, complete with any attachments. How does it work? By uploading files to Google Drive and linking them to the corresponding entry in Google Sheets, of course.
With this clever automation in your arsenal, you'll be able to keep track of important emails and attachments with ease. Whether you're managing invoices or just trying to stay organized, this tool is a game-changer. So why waste any more time on manual email organization?
Let’s set it up!
Step 1: Pin the playbook and integrate Google Sheets, Gmail and Google Drive
First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Google Sheets and Google Drive.
Click on the playbook card, and the setup flow will start. Bardeen will ask you to specify an email label, the Google Drive folder to store your attachments and a Google Sheet. You can choose an Existing Google sheet or create a new one.
Click on “Save Input” and checkmark Google Drive, Google Sheets and the Email Label. This will save you time in the future when you run the automation again. You can edit Inputs later by hovering over the playbook.
Step 2: Run the playbook to save Gmails to Google Sheets
Press Option + B on your keyboard to launch Bardeen. Click on the playbook card and run the playbook. It will save emails with a specific label to Google Sheets, including attachments by uploading files to Google Drive and incorporating the link.
You can also edit the playbook and add your next action to further customize the automation.
Find more Google Sheets integrations, Google Drive integrations or automate your Google Sheets and Google Drive workflow, and integrate Google Sheets and Gmail.
You can also find more about how to increase your personal productivity and automate your product development process.
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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.