Saving all Gmail attachments in a Google Drive is a game-changer for anyone who wants to keep their digital files organized and easily accessible.
To get started, you'll need to set up a Google Drive folder specifically for storing your Gmail attachments. This is a crucial step, as it will allow you to easily locate and manage your files in one place.
You can create a new folder in Google Drive by clicking on the "New" button and selecting "Folder." Give your folder a descriptive name, such as "Gmail Attachments" or "Important Documents."
Now that you have your folder set up, it's time to start saving those attachments!
Setting Up Gmail
To set up Gmail, start by confirming your trigger, which is the event that starts your Zap. Click into the Zap template and select Gmail as the trigger app and New Attachment as the trigger event.
Next, connect your Gmail account by clicking on Choose an Account and selecting an account from the dropdown menu. If you've connected Gmail to Zapier before, select an existing account, or click + Connect a new account to link a new one.
Select which label or mailbox you'd like your Zap to trigger on, such as Inbox and All Labels, to check every email you receive for attachments. Under Search String, keep -in:sent selected to ensure you're only saving the email attachments you receive, not the ones you send yourself.
Click Test trigger to find a recent email in your Gmail account that matches the label or inbox you selected, and select a test record to continue.
Set Up Filter
To set up a filter, you'll need to decide what rules you want the Zap to follow. This is where you get specific about which attachments you want to send to your Google Drive.
You can choose to save attachments from a specific email address by selecting From Name. If you want to save attachments with specific copy, select (Text) Contains and enter the copy you want the Zap to filter for.
If you're just looking to save all the email attachments you receive, leave the Zap template as it is, with Attachment and Exists selected. This will automatically filter for attachments without you needing to add any extra rules.
Setup Trigger
To set up a trigger for your Gmail, first confirm your trigger event. Click into the Zap template and select Gmail as the trigger app and New Attachment as the trigger event.
Next, connect your Gmail account by clicking on Choose an Account and selecting an account from the dropdown menu, or click + Connect a new account. This will link your Gmail account to Zapier.
Select which label or mailbox you'd like your Zap to trigger on, keeping Inbox and All Labels selected if you want every email you receive to be checked for attachments.
Under Search String, keep -in:sent selected to ensure you're only saving the email attachments you receive, not the ones you send yourself.
Now you need to test your trigger by clicking Test trigger. Zapier will find a recent email in your Gmail account that matches the label or inbox you selected earlier.
This recent email will be used to set up the rest of your Zap.
Save Automatically
To save attachments automatically, you can set up a Zap that saves attachments from emails with specific labels. This way, you can streamline your workflow and keep your attachments organized.
You'll need to have your Gmail labels ready to go before setting up the Zap. If you're not sure how to create a new label, you can refer to Gmail's help documentation.
Once you've finalized your labels, you can jump into the Zap template and follow the Gmail and Google Drive guidelines. You won't see a filter step in this Zap, and you'll select your mailbox label while setting up your trigger.
Save Manually
To save Gmail attachments manually, hover your mouse over the attachment in the email and click the Google Drive icon. You'll see a pop-up indicating that your attachment was saved to your Google Drive.
You can also organize your attachment by clicking Organize in the pop-up. This will allow you to quickly choose a folder for your attachment. Alternatively, you can head over to Google Drive to see your attachment there.
To open a saved Gmail attachment in Drive, hover the cursor over the attachment and select the folder icon (Organize in Drive). This will open Drive to the location where the item is saved.
Using Extensions
You can use a Google Chrome extension to save Gmail attachments to Google Drive with a single click. The extension is called Save Emails to Google Drive by cloudHQ, and you can find it in the Google Chrome web store by searching for it.
To add the extension, go to the Google Chrome web store, type "Save Gmails to Google Drive" in the search bar, and click on the extension when it appears as the top result. Then, click the blue "Add to Chrome" button and follow the prompts to add it to your browser.
Once the extension is installed, you can save Gmail attachments to Google Drive by opening the email with the attachment, hovering over the attachment, and clicking the Google Drive icon.
Save in Docs
If you want to save email attachments in Google Docs, you can open the attachment file inside Gmail and choose File -> Save in Google Docs. This method can be used only with Office documents, Photoshop drawings, and other file formats that can be viewed inside Google Docs.
Alternatively, you can save attachments directly to Google Drive by hovering your mouse cursor over the attachment and clicking the Google Drive icon, which resembles a triangle with a plus (+) sign next to it.
To save attachments using Google Drive, you'll need to follow these steps: open Gmail, select an email, hover over the attachment, and click the Google Drive icon. This will save a copy of the attachment to Google Drive.
You can also set up a Zap that only saves attachments from emails with specific labels, allowing you to automate the process of saving attachments to Google Drive.
Here's a quick rundown of the steps to save attachments to Google Drive:
- Open Gmail and select an email.
- Hover over the attachment and click the Google Drive icon.
By saving attachments to Google Drive, you can easily access and organize your files from one place.
Using an Extension
You can add extensions to Google Chrome to enhance your browsing experience. One useful extension is Save Emails to Google Drive by cloudHQ, which allows you to save Gmail emails to Google Drive with a single click.
To add this extension, go to the Google Chrome web store by typing https://chrome.google.com/webstore/category/extensions in the address bar. Then, type "Save Gmails to Google Drive" in the search bar and press Enter.
The first option at the top of the list of search results should be Save Emails to Google Drive by cloudHQ. Click on it and then click the blue "Add to Chrome" button in the upper-right corner. You'll be prompted to click "Add Extension" in the pop-up.
Once the extension is added, you can access it by going to Gmail and clicking on the "Quick Save to Google Drive" button in the menu bar. This button has an icon that resembles the Google Drive icon with a paperclip over it.
If you're using this extension for the first time, you'll need to create an account. To do so, click the "Quick Save to Google Drive" button and follow the prompts to create a new account. After that, you can instantly save emails to your Google Drive account as a PDF by clicking the same button.
You can also set up a Zap that only saves attachments from emails with specific labels, but that's a topic for another time.
Sources
- https://www.relay.app/how-to/automatically-save-gmail-attachments-to-google-drive
- https://www.lifewire.com/how-to-save-attachments-to-google-drive-from-gmail-1171890
- https://www.labnol.org/internet/save-gmail-attachments-in-docs/21234/
- https://www.wikihow.com/Save-Your-Gmail-Emails-to-Google-Drive
- https://zapier.com/blog/save-gmail-emails-to-google-drive/
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