Generate documents in Documentero from new matching emails in Gmail
Elevate your efficiency with this workflow. When you receive a new email in Gmail that matches your chosen search parameters, a document is immediately created in Documentero. This keeps your data consistent and organized, amplifying your productivity and cutting down on manual data transfer.
Elevate your efficiency with this workflow. When you receive a new email in Gmail that matches your chosen search parameters, a document is immediately created in Documentero. This keeps your data consistent and organized, amplifying your productivity and cutting down on manual data transfer.
- When this happens...New Email Matching Search
Triggers when you receive a new email that matches a search string you provide.
- automatically do this!Generate Document
Generate Word or PDF Document based on Document Template
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