How to copy new emails in Gmail to Google Drive files

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 relevant details. This trigger will automatically detect all the new email received in Gmail to copy in Google Drive.

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

Integrate the Google Drive automation into your playbook to ensure the automatic copying of a file in Google Drive for new emails in Gmail. Add a new step and select "Copy file" from the list of Google Drive automations.

Connect Google Drive 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. Once turned on, it will respond to a new email received in Gmail by copying a specific file in Google Drive to a selected folder path 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.