How to 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. Step-by-step guide with detailed instructions. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Email Attachments

To automatically save email attachments in Google Sheets and Google Drive, we will use Pabbly Connect. First, access the Pabbly Connect platform by visiting the Pabbly website and signing in with your account. If you are a new user, you can sign up for free to get started with 100 tasks per month.

Once logged in, you will see the dashboard. Click on the ‘Create Workflow’ button to begin. You will be prompted to name your workflow; for this example, name it ‘Automatically Save Email Attachments in Google Sheets and Google Drive’ and select the folder for your workflow. Click on Create to proceed to the workflow window.

2. Configuring the Trigger Application in Pabbly Connect

In this section, we will configure the trigger for our workflow using Pabbly Connect. The trigger application will be Email Parser, which allows us to capture emails and their attachments. Select Email Parser as the trigger application and choose ‘New Email’ as the trigger event.

• Select Email Parser as the trigger application.
• Choose ‘New Email’ as the trigger event.
• Copy the email address provided by Pabbly Connect.

Next, open your Gmail account and navigate to the settings. Under ‘Forwarding and POP/IMAP,’ add the copied email address as a forwarding address. Confirm the forwarding by following the verification link sent to your Gmail. This setup ensures that any new emails with attachments will be forwarded to Pabbly Connect.

3. Adding a Filter Condition in Pabbly Connect

After setting up the trigger, we need to filter the emails to ensure that only relevant emails are processed. This step is crucial for maintaining organized records in Google Sheets and Google Drive using Pabbly Connect.

• Select ‘Filter by Pabbly’ as the action application.
• Choose ‘Filter Values’ as the action event.
• Set the filter condition to check if the email subject contains the keywords ‘resume’ or ‘cover letter’.

This filter ensures that only emails with the specified subjects will trigger the subsequent actions. After configuring the filter, save the settings to continue to the next action step in the workflow.

4. Setting Up Actions to Save Data in Google Sheets and Google Drive

Now that we have our trigger and filter set up in Pabbly Connect, we will proceed to add actions to save the email details into Google Sheets and upload attachments to Google Drive. First, select Google Sheets as the action application and choose ‘Add New Row’ as the action event.

Connect your Google Sheets account by allowing Pabbly Connect to access it. After successful connection, specify the spreadsheet name and the sheet where you want to save the data. Map the required fields such as date, candidate name, email address, and resume link from the email response.

Map the date field to the date of email receipt. Map the candidate name from the email response. Map the email address and resume link accordingly.

After mapping all the necessary fields, save the configuration. This action will automatically add a new row in your Google Sheets every time a relevant email is received.

5. Uploading Attachments to Google Drive Using Pabbly Connect

The final step is to upload the email attachments to Google Drive using Pabbly Connect. For this, add another action step and select Google Drive as the action application. Choose ‘Upload a File’ as the action event.

Connect your Google Drive account similarly as before and specify the folder ID where you want to save the resumes. You can find the folder ID in the URL of your Google Drive folder. Map the attachment link from the email response to the file URL field, and set the file name to the candidate’s name.

Specify the folder ID from your Google Drive. Map the attachment link to the file URL field. Set the file name dynamically based on the candidate’s name.

Once all configurations are done, save the action. This will ensure that every time an email with an attachment is received, it will be automatically uploaded to your specified Google Drive folder.

Conclusion

In this tutorial, we successfully demonstrated how to use Pabbly Connect to automatically save email attachments in Google Sheets and Google Drive. By following the steps outlined, you can streamline your document management process, ensuring that important resumes are securely stored and easily accessible.

Implementing this automation not only saves time but also helps maintain organized records, enhancing your overall efficiency in handling candidate applications.