Create Excel and PDF documents with Plumsail and send them in Gmail
Create Excel and PDF documents with Plumsail and send them in Gmail
Apps used in template
About
Run this scenario manually to create Excel and PDF files with Plumsail Documents. It uses a template stored in Google Drive and sends an email with the documents through Gmail.
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Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Makes a copy of an existing file.
Copies an email or a draft into a selected folder.
Creates a file from a text plain.
Creates a new file or folder shortcut.
Creates a new folder.
Creates a new shared drive.
Creates a new draft email.
Deletes a file's revision.
Permanently deletes a file or folder owned by the user without moving it to the trash.
FAQ
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.
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