How to create Google Docs duplicates for sent Gmails

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 sent" under Gmail. Then, select the relevant details. This trigger will automatically detect all the sent emails in Gmail to copy the specific Google Docs.

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 specific Google Docs is promptly copied for every email sent in Gmail. Add a new step and select "Copy document" 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 for every email sent in Gmail. Once turned on, it will respond to every email sent in Gmail by copying 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.