How to Save Gmail Emails to Google Docs Using Pabbly Connect

Learn how to automatically save Gmail emails to Google Docs using Pabbly Connect. Follow our step-by-step guide for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Gmail and Google Docs Integration

To begin the process of saving Gmail emails to Google Docs, you must first access Pabbly Connect. Navigate to the Pabbly website and click on the ‘Products’ menu to find Pabbly Connect.

After signing up or logging into your account, you can start creating workflows. Click on the ‘Create Workflow’ button to set up the integration. This is where you will define the trigger and actions for your Gmail to Google Docs workflow.

2. Creating the Gmail to Google Docs Workflow in Pabbly Connect

In the workflow setup, you will need to define a trigger event. Select ‘Email Parser’ as your app since it will capture incoming emails from Gmail. This step is crucial because it sets the stage for how Pabbly Connect will receive data from Gmail.

• Choose ‘Email Parser’ as the trigger application.
• Set the trigger event to ‘New Email Received’.
• Configure the email address to receive parsed emails.

Once configured, Pabbly Connect will listen for new emails sent to the specified address. This is where the automation begins, allowing you to capture email data effectively.

3. Setting Up Email Forwarding in Gmail

Next, you need to set up email forwarding in your Gmail account to ensure that all incoming emails are sent to the Email Parser. Go to your Gmail settings, navigate to the ‘Forwarding and POP/IMAP’ tab, and add the forwarding address provided by Pabbly Connect.

• Click on ‘Add a forwarding address’.
• Enter the Email Parser address from Pabbly Connect.
• Verify the forwarding address by entering the confirmation code sent to that address.

This step ensures that any emails sent to your Gmail account are forwarded to Pabbly Connect, allowing for seamless data extraction and processing.

4. Configuring Google Docs for Document Creation

After setting up email forwarding, the next step is to configure Pabbly Connect to create documents in Google Docs. In the action window of your workflow, select ‘Google Docs’ as the application and choose the action event ‘Create Document from Template’.

You will then need to connect your Google account to Pabbly Connect and select the template document you created in Google Docs. This template will be used to format the new documents created from incoming emails.

5. Finalizing the Integration and Testing

Once you have set up the Google Docs action in your workflow, it’s time to finalize the integration. Map the fields from the email parser to your Google Docs template. For example, map the sender’s name, email address, subject, and body of the email to corresponding fields in the document template.

Finally, test the workflow by sending a sample email to your Gmail account. If everything is configured correctly, Pabbly Connect will automatically create a new Google Doc with the email details formatted as specified in your template.

Conclusion

By following these steps, you can effortlessly save Gmail emails to Google Docs using Pabbly Connect. This integration streamlines your workflow, allowing for efficient documentation of important emails without manual intervention.