How to Automatically Save Gmail Emails to Google Docs Using Pabbly Connect

Learn how to integrate Gmail with Google Docs using Pabbly Connect to automatically save emails. Follow this step-by-step tutorial for seamless automation. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Gmail to Google Docs Integration

To start saving Gmail emails to Google Docs, you need to set up Pabbly Connect. First, visit the Pabbly website and navigate to the Pabbly Connect section. If you don’t have an account, click on ‘Sign Up for Free’ to create one. This process takes just a couple of minutes.

Once signed in, find the option to create a workflow. Click on ‘Create Workflow’ and name it something relevant, like ‘Gmail to Google Docs’. This will help you keep track of your automation tasks. After naming your workflow, click on ‘Create’ to proceed to the next steps.

2. Setting Up the Trigger in Pabbly Connect

In the workflow you just created, you need to define the trigger. For this integration, select ‘Email Parser’ as the app. This is crucial because it allows Pabbly Connect to capture incoming emails from Gmail. Make sure to set the trigger event to ‘New Email’. using Pabbly Connect

• Choose ‘Email Parser’ as the app.
• Set the trigger event to ‘New Email’.
• Click ‘Save and Send Test Request’ to capture the email data.

After setting this up, send a test email to the designated Gmail address. Check back in Pabbly Connect to see if the email data has been captured successfully. This step is essential to ensure that your integration will work smoothly.

3. Setting Up the Action in Pabbly Connect

Next, you need to define the action for your workflow. Select ‘Google Docs’ as the app and choose the action event ‘Create Document from Template’. This tells Pabbly Connect to generate a new document in Google Docs whenever a new email is received.

Connect to your Google account by clicking on ‘Connect with Google Docs’. Once connected, select the template document you created in Google Docs. This template will serve as the basis for all new documents created from incoming emails.

• Select ‘Create Document from Template’ as the action event.
• Choose the template document from your Google Drive.
• Map the fields from the email to the template.

This mapping process is crucial as it determines how the email details will appear in the generated Google Doc. Ensure you fill in the necessary fields such as sender name, email, subject, and body.

4. Testing the Gmail to Google Docs Integration

After setting up the action, it’s time to test the integration. Click on ‘Save and Send Test Request’ in Pabbly Connect. This will attempt to create a new Google Doc based on the data captured from the test email.

Once the test is successful, navigate to your Google Drive and check the folder where the documents are being saved. You should see a new document created with the details from the test email. This confirms that the integration between Gmail and Google Docs via Pabbly Connect is functioning correctly.

If the document appears as expected, congratulations! You have successfully set up the integration. If not, double-check the mapping and ensure that all fields are correctly filled out.

5. Final Steps and Automation with Pabbly Connect

Now that your integration is set up, you can automate the process further. Every time a new email arrives at the specified Gmail account, Pabbly Connect will automatically create a new document in Google Docs. This saves time and ensures that important emails are documented.

For added functionality, consider setting up additional filters or actions within your Pabbly Connect workflow. This could include sending notifications or storing data in other applications like Box or Make.

Explore additional actions in Pabbly Connect for further automation. Consider integrating with other applications like Box or Make for enhanced functionality.

By leveraging the power of Pabbly Connect, you can streamline your workflow and enhance productivity significantly.

Conclusion

In this tutorial, we learned how to use Pabbly Connect to automatically save Gmail emails to Google Docs. This integration simplifies the process of documenting important emails, ensuring they are easily accessible in Google Docs. By following these steps, you can enhance your productivity and automate your workflow effectively.