In this how-to guide

How to automatically create a draft email in Gmail every time a spreadsheet is added to a specified folder in Google Sheets
1. Set the Google Sheets trigger as “Spreadsheet added to folder”
2. Add the “Create draft” step in Gmail
3. Activate your playbook
Learn more about integrating with Gmail and Google Sheets
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More how-to guides featuring Gmail and Google Sheets

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How to automatically create a draft email in Gmail every time a spreadsheet is added to a specified folder in Google Sheets

How to automatically create a draft email in Gmail every time a spreadsheet is added to a specified folder in Google Sheets

Relay.app is an automation tool that lets you automate actions across Gmail, Google Sheets, and many other apps. In this guide, we'll show you how to automatically run the “create draft” action in Gmail for each spreadsheet added to folder in Google Sheets using Relay.app.

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Google Sheets > Gmail

Trigger

Last triggered

Spreadsheet added to folder

Create draft

1

Set the Google Sheets trigger as “Spreadsheet added to folder”

A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.

Add the Google Sheets trigger to initiate your playbook's actions every time a spreadsheet is added to a specified folder. Click "Add trigger" in your playbook and choose "Spreadsheet added to folder" from the dropdown menu under Google Sheets.

If you still need to connect your Google Sheets account to Relay.app yet, a prompt will guide you through the process.

2

Add the “Create draft” step in Gmail

Integrate the Gmail automation into your playbook to ensure the prompt creation of a draft email in Gmail every time a spreadsheet is added to a specified folder in Google Sheets.

Click the "Add step" button, locate the “Create draft” automation for Gmail, and input the mandatory and relevant details.

If your Gmail account still needs to be connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Gmail account.

3

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically create a draft email in Gmail every time a spreadsheet is added to a specified folder in Google Sheets without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.

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