How to automatically share a Google Doc when a new email has been received on Gmail

Relay.app is an automation tool that lets you automate actions across Gmail, Google Docs, and many other apps. In this guide, we'll show you how to automatically share document in Google Docs for each email received in Gmail using Relay.app.
Gmail logoGmail > Google Docs
Trigger
Last triggered
Gmail logoEmail received
Google Docs logoShare document
1

Create your playbook and set the Gmail trigger as "Email received"

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and runs your playbook in response

To set up this playbook, click "Add trigger" and then select "Email received" under Gmail. Then, select the necessary details. This will allow your playbook to automatically detect each newly received email in Gmail and initiate necessary actions.

If this is your first time using a Gmail integration in Relay.app, a prompt will guide you through the connection process.

2

Add the "Share document" in Google Docs automation

Integrate the Google Docs automation into your playbook to ensure the prompt sharing of Google Docs when a new email has been received in Gmail.

Click the "Add step" button, then locate the "Share document" automation for Google Docs and input the mandatory and relevant details.

If your Google Docs account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Google Docs account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the sharing of Google Docs. Once turned on, it will respond to newly received emails on Gmail by sharing Google Docs without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

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