- How to send an email in Gmail when a Google Sheet is added to a folder
- 1. Set the Google Sheets trigger as “Spreadsheet added to folder”
- 2. Add the "Send email" in Gmail automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Gmail and Google Sheets
- Related blog posts
- More how-to guides featuring Gmail and Google Sheets
How to send an email in Gmail when a Google Sheet is added to a folder
Set the Google Sheets trigger as “Spreadsheet added to folder”
Add the Google Sheets trigger to initiate your playbook's actions when a new spreadsheet is added to a folder.
To do this, click "Add trigger" in your playbook. Select the "Spreadsheet added to folder" trigger option from the dropdown menu under Google Sheets. It will enable your playbook to automatically identify newly added spreadsheets and trigger necessary actions.
If you still need to connect your Google Sheets account to Relay.app, a prompt will guide you through the connection process.
Add the "Send email" in Gmail automation
Integrate the Gmail automation into your playbook to ensure that
you can promptly send the email for each spreadsheet added to the specific folder.
Click the "Add step" button, then locate the "Send email" automation for Gmail and input the mandatory and relevant details.
If your Gmail 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 Gmail account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate the automatic sending of email in Gmail. Once turned on, it will respond to the detected spreadsheet that is added to a specific folder by sending a new email in Gmail as a notification 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.