How to Create PDF From the Body of a Mail Using Pabbly Connect

Learn how to create a PDF from the body of a mail using Pabbly Connect, integrating Gmail, Google Docs, and Google Drive seamlessly. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Email PDF Creation

To create a PDF from the body of an email, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website at Pabbly.com/connect. Here, you can sign in if you are an existing user or sign up if you are new.

Once logged in, you will reach the dashboard where you can create a workflow. Click on the ‘Create Workflow’ button to begin setting up your integration. This is where the automation process will start, enabling you to convert emails into PDF documents seamlessly.

2. Setting Up Email Parser in Pabbly Connect

In this step, you will set up the Email Parser feature in Pabbly Connect. This feature allows you to extract data from incoming emails. Start by selecting the Email Parser as your trigger application. This setup captures all essential details from incoming emails, including the subject and body.

• Select the Email Parser as the trigger application.
• Forward your emails to the address provided by Pabbly Connect.
• Capture the data from the body of the email for further processing.

After setting up the Email Parser, you will need to configure your Gmail settings to forward emails to the parser’s email address. This ensures that all relevant emails are captured for PDF creation.

3. Creating Documents from Email Data Using Google Docs

Next, you will use Pabbly Connect to create a Google Document from the parsed email data. After the Email Parser captures the email, the next action will be to create a document using Google Docs. This is done by selecting Google Docs as your action application.

Here, you need to choose the action event as ‘Create Document from Template’. This allows you to utilize a pre-made template where the email data will be inserted. Ensure that your template is correctly formatted to receive the data from the parsed email.

• Select the template document you created earlier.
• Map the fields from the email to the corresponding placeholders in the template.
• Save and test the request to ensure the document is created successfully.

By following these steps, you ensure that every email with the specified keyword is transformed into a document accurately, ready for the next step in the process.

4. Sharing and Uploading PDFs to Google Drive

The next crucial step in the process involves sharing the created document and converting it into a PDF format. Using Pabbly Connect, select Google Drive as your next action application.

In this step, you will first share the document with anyone who has the link. This is essential for accessibility. After sharing the document, you will upload the PDF version of the document back to Google Drive.

Select the action event to share the document with anyone. Map the document ID to ensure the correct file is shared. Upload the PDF version of the document to your desired Google Drive folder.

This step finalizes the integration process, ensuring that your email data is now accessible in PDF format, stored safely in Google Drive for future reference.

5. Final Steps and Testing the Integration

In the final step, you will test the entire integration process to ensure everything works as intended. Using Pabbly Connect, send a test email that includes the keyword you specified. Monitor the workflow to confirm that the email is captured, the document is created, shared, and the PDF is uploaded successfully.

After sending the test email, check your Google Drive to verify that the PDF has been created and is accessible. This confirms that your integration is functioning correctly, automating the process of converting emails to PDFs.

By using Pabbly Connect, you streamline the process of managing email data effectively and efficiently, allowing for seamless integration between Gmail, Google Docs, and Google Drive.

Conclusion

This tutorial demonstrated how to create a PDF from the body of an email using Pabbly Connect, integrating Gmail, Google Docs, and Google Drive. With these steps, you can automate your workflow and simplify document management.