- How to send an email via Gmail for a newly added Google Document
- 1. Add the Google Docs "Document added to folder" trigger
- 2. Add the Gmail "Send email" automation
- 3. Turn on the playbook
- Learn more about integrating with Gmail and Google Docs
- Related blog posts
- More how-to guides featuring Gmail and Google Docs
How to send an email via Gmail for a newly added Google Document
Add the Google Docs "Document added to folder" trigger
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 "Document added to folder" under Google Docs. Then, select the parent folder where documents are added. This trigger will detect all the Google Docs added in the specific folder to send a new email in Gmail.
If this is your first time using a Google Docs integration in Relay, you'll be prompted to connect your Google Docs account.
Add the Gmail "Send email" automation
Integrate the Gmail automation into your playbook to ensure the prompt sending of new emails in Gmail whenever a new Google Doc is added to the specific folder. Add a new step and select "Send email" from the list of Gmail automations.
Connect Gmail to Relay if you haven't already, then fill out the mandatory and relevant details. You can reference fields from Google Docs to automatically pass along the right data.
Turn on the playbook
Activating your playbook is the final step to automate sending new emails via Gmail for every new Google Doc added to the specific folder. Once turned on, it will respond to every Google Doc added to the specific folder by sending a new email via Gmail 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.