Sharing my Power Automate Flow: Save Emailed Gift Notifications as PDFs
Dan Snyder
Community All-Star
Summary
This flow converts any email received (Gmail) with a particular label into a PDF document and saves it in Google Drive. Our gift processor was spending a lot of time making gift notification emails into PDFs to store as gift backup on a local network drive so the automated conversion has saved us a lot of time. Also, while I built this with Gmail and Google Drive, I am sure you can do the same with Outlook and OneDrive.
Required Connections
Gmail
Google Drive
Cloudmersive
Suggested Skill Level
Beginner
Configuration Needs
This flow converts any email received (Gmail) with a particular label into a PDF document and saves it in Google Drive. Our gift processor was spending a lot of time making gift notification emails into PDFs to store as gift backup on a local network drive so the automated conversion has saved us a lot of time. Also, while I built this with Gmail and Google Drive, I am sure you can do the same with Outlook and OneDrive.
Required Connections
Gmail
Google Drive
Cloudmersive
Suggested Skill Level
Beginner
Configuration Needs
- Start in Gmail by setting up a filter to apply a label to the gift notification emails.
- While importing the flow into your environment, configure your connections.
- In the first step of the flow, select the label you used in step 1.
- Set the file path for where you would like the PDF stored in Google Drive as well as the file naming structure.
- With the time you have saved, apply this to other emails you need to save or create more flows to share in the Community!
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