- How to automatically upload Outlook attachments to Google Drive
- 1. Create your playbook and set the Outlook trigger as "Email received"
- 2. Add the "Upload file" in Google Drive automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Outlook Mail and Google Drive
- More how-to guides featuring Outlook Mail and Google Drive
How to automatically upload Outlook attachments to Google Drive
Create your playbook and set the Outlook trigger as "Email received"
After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.
To setup this playbook, click "Add trigger" and then select "Email received" under Outlook. Then, select also trigger for incoming replies. This will allow your playbook to automatically detect the newly received email in Outlook and initiate necessary actions.
If this is your first time using a Outlook integration in Relay.app, a prompt will guide you through the connection process.
Add the "Upload file" in Google Drive automation
Integrate the Google Drive automation into your playbook to ensure the prompt upload of file for each attachment added in the email received in Outlook.
Click the "Add step" button, then locate the "Upload file" automation for Google Drive and input the mandatory and relevant details.
If your Google Drive account isn't already 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 Google Drive account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate uploading the file in Google Drive. Once turned on, it will respond whenever a new email is received with attachment in Outlook by uploading the specific file in Google Drive without manual intervention.
To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.