1.Detect new attachment matching search
Integrate Gmail and email matching rules to detect new form PDF attachments and map attachment payloads to the workflow.
Create named folders and save form submission PDFs
Automatically monitor new form PDF attachments across Gmail and Google Drive. Automatically create and update Drive folders when attachments match your search, email subjects map to titles, or PDFs arrive β so you can name files, route into folders, and store submissions without manual filing.
How this automation organizes your submission archive
When matching form PDFs land in an inbox, paperwork can get scattered and hard to retrieve. This automation maps attachment content to file payloads, formats folder titles, and creates Drive folders and uploads named PDFsβso your team can find submissions fast.
Gmailor swap with your favorite app
2.Extract numbers and format titles
Integrate Formatter by Zapier and text transforms to split email subjects and extract numbers for clear folder titles.
Formatter by Zapieror swap with your favorite app
3.Find or create submission folder
Integrate Google Drive and folder management to find or create folders under a parent folder using the composed title.
Google Driveor swap with your favorite app
4.Upload PDF into the folder
Integrate Google Drive and file upload to save the PDF into the matched folder with a named file filename.
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Explore all document archival & retrieval automations
Simplify document access with automated file routing, archive logging, and retrieval alerts
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