Connect Gmail, Google Drive and Google Sheets
Workflows
What Gmail, Google Drive and Google Sheets can do together
Save invoice attachments and log them
Every 15 minutes, save PDF attachments from emails labeled Invoices to my Drive folder Invoices/<month>, and add the sender, amount, due date and file link to my Invoices sheet.
File CVs by role and track candidates
When an email arrives at jobs@ with a CV attached, save the file to the Drive folder for the role in the subject line and add the candidate's name, email and role to my Candidates sheet.
Weekly sheet snapshot emailed as a link
Every Friday at 5 pm, save a PDF of my Sales sheet to Drive and email the link to my team with this week's totals in the message.
New files in a shared folder logged and announced
When a new file appears in my Drive folder Client uploads, add its name, uploader and link to my Uploads sheet and email me a short note.
Use cases
Why people use Gmail, Google Drive and Google Sheets together
Receipts and invoices filed and logged
Finance and freelancers get invoices as PDF attachments. The automation saves each one to a Drive folder by month and adds vendor, amount and file link to a sheet.
Applications and CVs in one place
Recruiters receive CVs by email. The automation stores each file in a Drive folder per role and lists the candidate in a tracking sheet.
Reports shared on a schedule
Teams export data to a sheet. The automation saves a PDF copy to Drive every week and emails the link to the people who need it.
Ready-made ideas
Start from two of the three apps
Gmail + Google Drive
Save invoice PDFs from Gmail to Drive, named by supplier and amount
Invoice and receipt PDFs in your inbox are saved to Drive as date_supplier_amount files, and the email is labelled as filed.
See how it worksTranscribe emailed audio and save summaries to Drive
Voice notes and recordings sent to your inbox become a transcript and summary in Drive, with the summary emailed to you.
See how it worksSave client email attachments into Drive, one folder per company
Attachments from client emails are filed in Drive automatically, each in a folder named after the sender's company.
See how it worksGmail + Google Sheets
Copy a table from a web page into a sheet every morning
Each morning the listings on a page you choose are added to your Google Sheet, and you get the same rows by email as a CSV.
See how it worksLog PDF invoices from Gmail in a spreadsheet
Every invoice that arrives by email is added as a row in your Invoices sheet with supplier, date, number and total.
See how it worksDraft a LinkedIn post from your content sheet every weekday
Each weekday you get an email with a ready-to-edit LinkedIn post about the next idea in your Content sheet.
See how it worksGoogle Drive + Google Sheets
Turn video ideas in a sheet into finished videos in Drive
Every hour the next ready idea in your Videos sheet becomes a video in your Drive, with the link and status written back to the sheet.
See how it worksTurn invoices dropped in a Drive folder into expense rows
Any invoice or receipt you drop into a Drive folder becomes a row in your expenses sheet with supplier, date, amount and VAT.
See how it worksScore CVs from a Drive folder into a spreadsheet
Every CV added to your Applicants folder becomes a row in your sheet with contact details, skills, experience and a score against the role.
See how it worksBuild your own
Build any Gmail, Google Drive and Google Sheets automation you can describe
Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.
Setup
Connect each app once
Gmail
- At console.cloud.google.com, create a project and enable the Gmail API under APIs & Services → Library.
- Set up the OAuth consent screen. On Google Workspace choose Internal. On a personal Gmail account choose External, then under Audience click Publish app so it is In production, not Testing.
- Under Data Access, add the scopes you need, such as
https://www.googleapis.com/auth/gmail.modify, orgmail.sendif you only want to send. - Under Clients, create an OAuth client of type Web application with the redirect URI
https://clickruntime.com/oauth/callback. - In the ClickRuntime dashboard, open Connections, choose Gmail and enter the client ID and secret. On a personal account Google shows an unverified-app screen: click Advanced, then go to your app.
Google Drive
File storage
- At console.cloud.google.com, create a project and enable the Google Drive API.
- Set up the OAuth consent screen and add the scope
https://www.googleapis.com/auth/drive. - Create an OAuth client of type Web application with the redirect URI
https://clickruntime.com/oauth/callback. - In the ClickRuntime dashboard, open Connections, choose Google Drive and enter the client ID and secret, then connect.
- Prefer a service account? Under IAM & Admin → Service Accounts, create one and add a JSON key, share your folders or a Shared Drive with its email, and save the key as a secret on Connections & secrets.
Google Sheets
Spreadsheets
- In the ClickRuntime dashboard, open Connections and choose Google Sheets.
- Sign in with your Google account and allow access.
- Pick the spreadsheets the automation may use. It can't see any other file in your Drive.
FAQ
Questions about connecting Gmail, Google Drive and Google Sheets
Can it pick the folder from the email?
Will it save the same attachment twice?
How quickly does it pick up new emails?
Related pages
Keep exploring
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