Guide

How to create new SmartSuite records for new Google Drive files

Learn how to set up a Relay playbook that automatically creates a new SmartSuite record whenever a new Google Drive file is added to a specific folder.
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1

Create your playbook

To automate this workflow, you'll create a Relay playbook that runs automatically every time a file is added to a folder in Google Drive.

Get started by signing up at Relay.app and clicking "New playbook." Give your new playbook a unique name and emoji.

2

Add the Google Drive trigger

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 "File added to folder" under Google Drive. Then, select the parent folder. If this is your first time using a Google Drive integration in Relay, you'll be prompted to connect your Google Drive account.

Now, every time a file is added to a folder in Google Drive, your playbook will run automatically.

3

Add the SmartSuite "Create record" automation

Now you can create a new record in SmartSuite. Add a new step and select "Create record" from the list of SmartSuite automations.

Connect SmartSuite to Relay if you haven't already, then fill out the necessary details. You can reference fields from Google Drive to automatically pass along the right data.

4

Turn on the playbook

When you are done with the playbook, it's time to turn it on.

The playbook will now run automatically whenever a file is added to a folder in Google Drive. You can also click "Check now" to do a manual check whenever you'd like.

Get started with Relay

Sign up now and get started with your playbook today