Guide

How to copy and fill in placeholders in Google Sheets when an email is received in Gmail

Struggling to update your Google Sheets with information from emails received in Gmail? Relay.app has the answer. Our integration streamlines this process effortlessly. When an email arrives in Gmail, Relay.app swiftly copies the relevant content and populates placeholders in your Google Sheets, saving you valuable time. Keep your data accurate and stay productive with Relay.app's seamless automation.
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1

Create your Relay.app playbook

Begin by setting up the steps that coordinate between Gmail and Google Sheets for your workflow.

First, sign up for Relay.app and go to your dashboard. Click on the "New playbook" button to initiate the playbook creation process.

Name your playbook with a unique title like "Sync Gmail leads to Google Sheets" and select a relevant emoji, such as 📝, to easily identify it.

2

Set the Gmail trigger as "Email received"

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" and select "Email received" under Gmail. Then, select the relevant details. This trigger will automatically detect all the specific emails received in Gmail and trigger necessary actions.

If this is your first time using a Gmail integration in Relay, you'll be prompted to connect your Gmail account.

3

Add the "Copy & fill in {{placeholders}}" in Google Sheets automation

Integrate the Google Sheets automation into your playbook to ensure the specific spreadsheets are copied and fill in placeholders for specific emails received in Gmail.

Click the "Add step" button, then locate the "Copy & fill in {{placeholders}}" automation for Google Sheets and input the mandatory and relevant details.

If your Google Sheets 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 Sheets account.

4

Activate your Relay.app playbook

Activating your playbook is the final step to automate copying and updating the specific Google Sheets. Once turned on, it will respond to the detected email received in Gmail by copying and filling in the placeholder of the corresponding Google Sheets 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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