Company
Date Published
Author
Anna Burgess Yang
Word count
1513
Language
English
Hacker News points
None

Summary

You can automate the process of saving email attachments to your Google Drive using workflow automation software like Zapier, which allows you to create automated workflows called Zaps that send information from one app to another. To set up a Zap, you'll need to add custom fields to your CRM to match incoming emails with the right client folder and then connect your Gmail account to trigger the workflow. The process involves setting up triggers for new labeled emails in Gmail, finding the associated client domain using a formatter step, matching the domain with a custom field in your CRM, and saving the file attachment to the correct folder on Google Drive. If you encounter issues or need more flexibility, you can create a generic "Incoming" folder and manually move files to the correct client folder.