📝 Overview
This article explains how to convert the body of an email (message) into a PDF and save it to Google Drive. In this guide, we use Google Docs to generate PDF files, but Google Sheets can also be used.
The Flowbot's overall process ⬇️
🛠️ Steps to Set Up
1. Set Up the Email Trigger
If you want to automatically forward emails, refer to this article for instructions
2. Prepare a Template for Issuing Documents
Create a template in Google Docs or Google Sheets.
The email body will be inserted into the document via replacement, so prepare placeholders in the template for the data to be replaced.
3. Set up Document Creation
Add an action for Document Creation under the trigger action.
For this case, we will select Google Docs!
Configure the following:
Document File ID: The portion '/d/●●●●' in the URL is the File ID.
Storage Folder: Choose where the PDF will be saved in Google Drive.
Export File Name: Set the name for the output file. You can use dynamic values such as email output or date information to create unique names.
Replace Strings: Specify the placeholder string you prepared in Step 2 and replace it with the email trigger’s output
##{{Body}}.
With this setup, the flowbot will automatically convert the email body into a PDF and save it to Google Drive. 🎉
📚 Related Guides
📄 How to Setup "Document Creation" - View Guide Here
How to Configure Document Creation in Excel - View Guide Here
📩 How to Forward Emails from Gmail & Activate Email Triggers - View Guide Here
Retrieve Attachments (Images and PDF Files) from Google Forms - View Guide Here
Related Keywords
Related Keywords
Document, create, email, body, PDF, issue