Automatically Save Email Attachments in Google Sheets & Google Drive Using Pabbly Connect

Learn how to automatically save email attachments in Google Sheets and Google Drive using Pabbly Connect with this step-by-step tutorial. 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. Introduction to Pabbly Connect for Email Attachments

Pabbly Connect is an automation tool that allows you to automatically save email attachments in Google Sheets and Google Drive. This tutorial focuses on how to set up a workflow using Pabbly Connect to streamline the process of managing email attachments, particularly for HR departments that frequently receive resumes. using Pabbly Connect

To start, access the Pabbly Connect landing page. If you’re new, you can sign up for free and receive 100 tasks each month. Existing users can simply log in to their accounts. Once logged in, you can easily create workflows to automate various tasks between applications.

2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, first click on the ‘Create Workflow’ button. You’ll be prompted to name your workflow and choose a folder for it. Name it something descriptive, like ‘Automatically Save Email Attachments in Google Sheets and Google Drive.’ After naming, click on ‘Create’ to proceed. using Pabbly Connect

• Click on the ‘Create Workflow’ button.
• Name your workflow appropriately.
• Select a folder to save your workflow.

Once the workflow window opens, you will see options for adding a trigger and actions. The trigger will be set to ‘Email Parser’ to initiate the workflow when a new email is received. This is where Pabbly Connect shines, as it allows you to connect various applications seamlessly.

3. Setting Up Email Parser in Pabbly Connect

In the workflow window, the next step is to set up the Email Parser. Choose ‘Email Parser’ as your trigger application and select ‘New Email’ as the trigger event. Pabbly Connect will provide you with a unique email address to which you can forward emails. using Pabbly Connect

To configure this, go to your Gmail settings, navigate to the forwarding section, and add the email address provided by Pabbly Connect. After adding the address, verify it by following the confirmation link sent to your Gmail account. This step is crucial as it establishes the connection between your email and Pabbly Connect.

• Select ‘Email Parser’ as the trigger application.
• Choose ‘New Email’ as the trigger event.
• Forward emails to the provided address and verify.

After verification, return to Pabbly Connect and capture the response from the email. This response will contain the details of the email, including attachments, which will be used in the next steps of the workflow.

4. Filtering Email Subject for Relevant Attachments

After setting up the Email Parser, the next step involves filtering the incoming emails to ensure that only relevant emails with attachments (like resumes) are processed. In Pabbly Connect, add a filter action after the Email Parser trigger. using Pabbly Connect

Choose ‘Filter by Pabbly’ as your action application and set the filter condition based on the email subject. For instance, you can specify that the subject must contain the word ‘resume’ or ‘cover letter’. This ensures that only emails with relevant attachments proceed to the next steps in the workflow.

Add a filter action after the trigger. Set conditions for the email subject. Ensure only relevant emails proceed.

This filtering step is vital to maintain the integrity of your data and ensure that only necessary information is logged in Google Sheets and Google Drive, facilitated by Pabbly Connect.

5. Saving Data in Google Sheets and Google Drive

Once the email is filtered, the next actions involve saving the email details in Google Sheets and uploading the attachments to Google Drive. For the first action, choose ‘Google Sheets’ as the action application and select ‘Add New Row’ as the action event. using Pabbly Connect

Connect your Google Sheets account to Pabbly Connect, and specify the spreadsheet where you want to save the data. Map the fields such as date, candidate name, email address, and resume link from the email response to the corresponding columns in your Google Sheets. This mapping ensures that the data is dynamically updated with each new email received.

Select ‘Google Sheets’ as the action application. Choose ‘Add New Row’ as the action event. Map the fields from the email response to your spreadsheet.

Lastly, to upload the resume to Google Drive, add another action step and select ‘Google Drive’ as the action application. Choose ‘Upload a File’ and connect your Google Drive account. Map the attachment link to the URL field and specify the folder ID where you want to store the resumes. This entire process showcases how Pabbly Connect effectively automates data management across multiple platforms.

Conclusion

In this tutorial, we explored how to automatically save email attachments in Google Sheets and Google Drive using Pabbly Connect. By setting up a workflow that integrates Gmail, Google Sheets, and Google Drive, you can streamline the process of managing email attachments effectively. This automation not only saves time but also ensures that important documents are securely stored and easily accessible.