Gmail and Google Drive automations — Documents

Ready-made scenarios where Gmail and Google Drive work for you (documents): pick one — a copy appears in your account and runs on its own.

71 scenarios

Videos from mail — into storage with a link
Email attachments — into storage automatically
PDF invoices generated from a form and emailed automatically
A contract from a form — filled in and sent to the client automatically
Email attachments saved to the cloud automatically
Email attachments filed into Google Drive automatically
Save email attachments to your storage
Personalized certificates from a table — generate and send
Email attachments filed into storage folders — automatically
Invoice and payment link from a sheet row
Email attachments — filed into storage folders automatically
Invoice data from email — straight into a sheet
Invoices from email, auto-filed in your drive by year and month
Personalised certificates from a spreadsheet, emailed automatically
Clear names for email attachments, saved to storage
A PDF invoice after every payment — emailed to the customer, archived for you
Expense tracking from receipt photos, automatically
PDF invoice data — into a table, with an email to the right person
Security questionnaire answers — filled automatically
Data from email attachments — straight to a sheet
Email attachments — automatically into Google Drive
Invoices from email — to storage and a log automatically
Bulk-generate personalized documents from a table
Offer letters from a template — with HR sign-off
Export emails to the cloud as files
Auto-convert Word to PDF from cloud storage and send for review
Invoices from your inbox — straight into Google Drive
Client invoices: generate, protect and send
Document draft and summary from an incoming PDF
Receipts from your inbox — into a spreadsheet and storage
A PDF invoice reaches the client right after the form
Text from images — into a table, automatically
Invoice PDFs for customers — generated and sent automatically
Summary and organization list from any document — emailed automatically
Personalized certificates — from spreadsheet to inbox
Invoices from your email — filed and logged automatically
Email attachments sorted into sender folders — automatically
Personalized certificates after a test, straight to email
The attachments you need — filed to a storage folder by themselves
Offer letters: PDF generation, delivery and notifications
PDF invoice processing with approval — automatically
Invoices from email into your books — with auto-checks and a review queue
Matching invoices against orders — automatically
Unlock a locked document archive, with a full audit trail
Finance documents sorted and routed to departments
A card photo becomes a contact in your sheet
A PDF invoice to the customer right after payment
Email attachments filed into company folders automatically
Invoices and receipts from email, gathered into one folder
Quality checks: the log and the paperwork, handled
New-hire document packs, generated automatically
Email attachments — straight into storage, by your rules
Document photos into a spreadsheet — from chat or email
Procedures generated from raw documents — steps, register and delivery
Parsing PDF invoices and exporting for accounting — automatically
Invoice processing from email with file filing and logging
Sort invoices from your inbox into a sheet and folders
Personalized offer letters with candidate response tracking
Data subject requests: searched, reported and reviewed before release
Bills from your inbox — archived and logged automatically
Every invoice from your inbox — into one table
Invoices from a folder into a spreadsheet — scans read for you
Invoices from a photo — into a sheet, no duplicates, no gaps
HR document archive, sorted by employee
An agreement from request to signature — the whole path on its own
A legal document for a property, nearly hands-free
One-click insurance submissions to carriers
Insurance claim processing from email to decision, automatically
A voice note becomes a business-review slide draft
Data from email attachments — straight into a table
Document processing from email: data to a sheet, file to storage, summary to chat