Automate a PDF file to be uploaded to Google Drive

Getting Started
1

Hello,

Can anyone help me start this new task I got from my client? I just didn’t know where to start or how to even do it.

Here’s the specified task that was given:

  1. Once an email in a personal Gmail inbox gets the new label “Invoices”, the pdf attachment in the email (e.g. invoice.pdf) automatically gets uploaded to the Google Drive folder “Invoices” and renamed to an efficient & easy to find document name.
  2. The automated process is created via Make.com and runs once per day on 6:00AM PHT.

Thanks!

2

Hi :wave:t5:

I would recommend checking the below scenario template.

https://eu1.make.com/templates/1686-save-new-gmail-attachments-to-google-drive

You will then need to set the folder in the Gmail module to “invoice” in order to watch only the emails with the “invoice” label.

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The .pdf attachments can be filtered with the use of the below filter.

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