Automate Saving Outlook Email Attachments to Google Drive Using Pabbly Connect

Learn how to automate the saving of Outlook email attachments to Google Drive using Pabbly Connect. Step-by-step guide with detailed instructions. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Introduction to Automating Email Attachments with Pabbly Connect

Automating the saving of Outlook email attachments to Google Drive can be efficiently done with Pabbly Connect. This integration allows you to back up email attachments automatically without manual effort. In this tutorial, we will guide you through the steps to set up this automation.

First, ensure you have both your Microsoft Outlook and Google Drive accounts ready. Pabbly Connect acts as the bridge between these applications, facilitating the automation process. With just a few configurations, you can streamline your workflow and save time.

2. Setting Up Your Pabbly Connect Workflow

To start, log in to your Pabbly Connect account or create one if you haven’t already. Once logged in, navigate to the dashboard and click on the blue button labeled ‘Create Workflow’.

Next, name your workflow something descriptive like ‘Save Outlook Email Attachments to Google Drive Automatically’ and click on ‘Create’. You will see two boxes labeled Trigger and Action. The Trigger box is where you will select the event that starts the automation, and the Action box is where you will define what happens next.

• Select ‘Email Parser’ as your Trigger event.
• Choose ‘Google Drive’ as your Action application.

After setting up the trigger, you will need to connect your Outlook account to Pabbly Connect by forwarding emails to the email address provided by the Email Parser. This completes the initial setup for your workflow.

3. Connecting Outlook to Pabbly Connect

In your Outlook account, go to the settings and find the option for email forwarding. Here, paste the email address provided by Pabbly Connect. This step ensures that any important emails will be forwarded to the Email Parser for processing.

Once you have set up forwarding, send a test email with an attachment to the provided email address. This allows Pabbly Connect to capture the email details and attachment. After sending the email, return to your Pabbly Connect dashboard to see if the captured data appears correctly.

• Make sure the email contains an attachment.
• Check that the email’s subject line and body contain relevant keywords.

After confirming the email details are captured, you can proceed to the next step of configuring your automation.

4. Filtering Email Attachments for Google Drive

To automate saving specific email attachments, you will need to set up a filter in Pabbly Connect. This filter will determine which attachments should be saved based on the email’s subject line or content. Click on the plus icon to add a filter step.

In the filter settings, you can specify conditions such as looking for keywords like ‘invoice’ or ‘receipt’ in the subject line. This way, only relevant attachments are saved to your Google Drive. You can add multiple conditions using ‘AND’ or ‘OR’ logic based on your requirements.

Set conditions based on the subject line or body text. Choose whether to proceed if any or all conditions are met.

Once your filter is set, you can proceed to define the action that will take place when the conditions are met.

5. Saving Attachments to Google Drive

Now that you have set up the filter, the next step is to configure the action to upload the email attachment to Google Drive. Select ‘Upload a File’ as your action event in Pabbly Connect.

You will need to connect your Google Drive account if you haven’t done so already. Once connected, specify the folder where you want to save the attachments. This can be done by entering the folder ID or selecting it from your Google Drive.

Map the attachment URL from the email to the upload field. Define a unique file name for each attachment.

After configuring these settings, save your workflow. Now, every time a new email with an attachment is received in your Outlook account, Pabbly Connect will automatically save the attachment to your specified Google Drive folder, streamlining your backup process.

Conclusion

In conclusion, using Pabbly Connect allows you to automate the process of saving Outlook email attachments to Google Drive effortlessly. This integration not only saves time but also ensures that your important documents are backed up automatically. Follow these steps to set up your own automated workflow today.