How to copy Google Docs and fill in details from new emails in Gmail

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" and select "Email received" under Gmail. Then, select the mandatory and relevant details. This trigger will automatically detect all the new emails received in Gmail to copy Google Docs and fill in the placeholder.

If this is your first time using a Gmail integration in Relay, you'll be prompted to connect your Gmail account.

Integrate the Google Docs automation into your playbook to ensure the Google Docs is promptly copied and filled in {{placeholders}} for every new email received in Gmail. Add a new step and select "Copy doc & fill in {{placeholders}}" from the list of Google Docs automations.

Connect Google Docs to Relay if you haven't already, then fill out the mandatory and relevant details. You can reference fields from Gmail to automatically pass along the right data.

Activating your playbook is the final step to automate Google Docs is promptly copied and filled in {{placeholders}} for every new email received in Gmail. Once turned on, it will respond to every new email received in Gmail by copying and filling in {{placeholder}} of the specific Google Docs 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 sent correctly.