Guide

How to send an email in Gmail when a Google Sheet is added to a folder

Having difficulty alerting recipients via Gmail when Google Sheets are placed in a designated folder? Let Relay.app handle it for you seamlessly. Upon adding a Google Sheet to the specified folder, Relay.app promptly triggers an email notification via Gmail, ensuring stakeholders stay informed without delay. Keep your workflow efficient and communication streamlined with Relay.app's advanced automation capabilities.
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1

Create your Relay.app playbook

Begin by setting up the steps that coordinate between Google Sheets and Gmail 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 "Send email notifications for new Google Sheets spreadsheets" and select a relevant emoji, such as đź“ť, to easily identify it.

2

Set the Google Sheets trigger as “Spreadsheet added to folder”

Add the Google Sheets trigger to initiate your playbook's actions when a new spreadsheet is added to a folder.

To do this, click "Add trigger" in your playbook. Select the "Spreadsheet added to folder" trigger option from the dropdown menu under Google Sheets. It will enable your playbook to automatically identify newly added spreadsheets and trigger necessary actions.

If you still need to connect your Google Sheets account to Relay.app, a prompt will guide you through the connection process.

3

Add the "Send email" in Gmail automation

Integrate the Gmail automation into your playbook to ensure that
you can promptly send the email for each spreadsheet added to the specific folder.

Click the "Add step" button, then locate the "Send email" automation for Gmail and input the mandatory and relevant details.

If your Gmail 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 Gmail account.

4

Activate your Relay.app playbook

Activating your playbook is the final step to automate the automatic sending of email in Gmail. Once turned on, it will respond to the detected spreadsheet that is added to a specific folder by sending a new email in Gmail as a notification 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.

Get started with Relay.app

Sign up now and get started with your playbook today