Connect Gmail and Google Docs integrations
Effortlessly boost your productivity by integrating Gmail triggers with Google Docs actions, automating essential tasks and simplifying your workflow with Make.
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Build your Gmail and Google Docs integrations.
Unlock the full potential of your workflow with Make by integrating Google Docs as a trigger and Gmail as an action. Automatically send crucial emails through Google Docs when new documents are created or updated in Gmail, or effortlessly organize your inbox with notifications and summaries from your Gmail files. Make empowers you to build custom automation workflows that connect your Google Docs and Gmail, enhancing productivity and efficiency. Get started with Make today and experience the transformative benefits of seamlessly linking Google Docs triggers with Gmail actions.
Connect any app with Gmail and Google Docs
Popular Gmail and Google Docs workflows.
Experience seamless integration with Gmail and Google Docs for automated document creation, real-time updates, efficient workflows, and easy communication. Streamline your processes and elevate deal management effortlessly.
Extract data from resumes received on Gmail with Eden AI and capture it on a Google Doc
Utilize Eden AI to extract crucial information from resumes on Gmail and automatically populate a Google Doc, streamlining your hiring process.
TRY IT ->Loyverse receipt in PDF file in attachments to email
Every time a sales receipt is generated in Loyverse POS, Make sends this receipt as a PDF file in attachment to the email address of the customer to whom receipt is assigned.
TRY IT ->Create a Document from a Template containing data from a record in Airtable
When a new record from Airtable is received, a new document from a template and with values from the record is created and then sent to Gmail as PDF.
TRY IT ->HubSpot - Google Docs - Dropbox Contract Management
Grab Contact information from HubSpot CRM, push it into a Google Doc Contract Template (we used [this Google Doc](https://docs.google.com/document/d/1_bYfyWPE5Vwtk5FnsSLXlBxHY6cGBAkfkG7EcpmvqUM/edit) in the scenario) upload the compiled Contract to a designated Dropbox folder and send it as an attachment via Gmail.
TRY IT ->Creation of documentation (e.g. contract) for a new deal that meets a specified criteria on Hubspot CRM
Get a list of deals that meet a specific criteria, this example filters deals that are in the"Appointment Scheduled" stage. Multiple documentations are created from templates that already exist in Google Drive and they are modified based on the fields from records of the deal received. Those documents are converted to PDF and mailed by Gmail as attachments. The parameters of the deal are then updated, so the deal does not appear in the list of deals for which the documentation should be created.
TRY IT ->Creation of documentation (e.g. contract) for a new deal meeting specified criteria
When there are deals meeting specified criteria, a multiple documentation (e.g. contract) is created from corresponding templates. These documents are exported to PDF and then sent as attachment in an e-mail. The parameters of the deal are then updated, so the deal does not appear in the list of deals for which the documentation should be created.
TRY IT ->Send a Gmail email from a new Google Sheets row
Effortlessly send Gmail messages when a new row is added to your Google Sheets. Just ensure your spreadsheet includes these columns: - Email Address - Subject - Content
TRY IT ->Save new Gmail attachments to Google Drive
Automatically save incoming Gmail attachments in your Google Drive!
TRY IT ->Create a Quote with Google Docs for each new row in Google Sheets.
For each new row in a Google Sheets spreadsheet, Make will automatically create a Quote with Google Docs. The template uses this [example Spreadsheet](https://docs.google.com/spreadsheets/d/18tuKaQV_8cyehugArbU0K7YOAVzWfwjavF9z1URt1Dw/edit?usp=sharing) and this [example Google Doc](https://docs.google.com/document/d/1hhH1H1oH9j4eAu6QxHYM_q0XB3S4cKbPoWAK41cRndM/edit?usp=sharing).
TRY IT ->
How to setup Gmail and Google Docs in 5 easy steps
Log in to Make
Start by accessing your Make account online.
Set Up Gmail
Add the Gmail module to your project and create a connection by signing in with your Google account.
Verify Gmail Connection
Ensure that the connection with Gmail is established successfully.
Set Up Google Docs
Add the Google Docs module to your project and create a connection by signing in with your Google account.
Confirm Google Docs Connection
Check that the connection with Google Docs is successfully established.
Streamline Workflows: Integrate Gmail and Google Docs for Maximum Efficiency
Integrate Gmail and Google Docs using Make to automate document creation, email delivery, and workflow management, ensuring real-time data syncing and enhanced deal management.
Automatically create and populate Google Docs based on data from connected applications.
Send generated documents as email attachments via Gmail without manual intervention.
Streamline workflows by integrating document creation and email sending, reducing manual tasks.
Ensure that the latest data from various sources is used in document templates and emails.
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