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Google Docs
Gmail

Connect Google Docs and Gmail integrations

Unlock efficiency: automate Google Docs and Gmail for improved workflows and accuracy. Integrate with apps like Airtable and Dropbox for seamless document management.

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Create a custom workflow

Supercharge your workflow by seamlessly integrating Google Docs and Gmail with Make, automating your report deliveries right into your team's inbox and eliminating manual effort for unmatched productivity and accuracy.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Google Docs
Trigger: Watch Documents
Gmail
Action: Select an action
1. Select a trigger

  • Triggers when a new document is created or modified in a specific folder.

2. Select an action

  • Copies an email or a draft into a selected folder.

  • Creates a new draft email.

  • Deletes an email by moving it to trash.

  • Gets a specific email info.

  • Sends a custom API call to Gmail. You can use this to call endpoints that aren’t covered by existing modules.

  • Marks an email or a draft as read by setting the "Read" flag.

  • Marks an email or a draft as unread by setting the "Unread" flag.

  • Moves the chosen email or a draft to the selected folder.

  • Replies to the specified email.

  • Sends a draft email.

  • Sends a new email.

  • Updates labels on the specified email message.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Unlock the potential of seamless workflow automation with Make, which enables you to integrate Gmail and Google Docs for unbeatable efficiency. Imagine automatically sending a beautifully formatted Gmail report directly to your team’s inbox via Google Docs the moment it's updated. Make allows you to create powerful automated workflows, reducing manual effort while boosting your productivity and accuracy. Try Make today and experience the effortless integration and automation of Gmail as a trigger and Google Docs as an action for a more efficient, productive workspace.

Add a Document Tab
Adds a tab to a Google Docs document.
Action
Copy an email
Copies an email or a draft into a selected folder.
Action
Create a Document
Creates a new Google document by adding the content of HTML format.
Action
Create a Document from a Template
Creates a copy of an existing template document and replaces any tags e.g. {{name}}, {{email}}. This module also allows users to replace images by new images with URLs.
Action
Create a draft email
Creates a new draft email.
Action
Delete a Document
Deletes a document.
Action
Delete an email
Deletes an email by moving it to trash.
Action
Download a Document
Downloads a document to a required format.
Action
Get an email
Gets a specific email info.
Action
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How to set up Google Docs and Gmail in 5 easy steps

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Duration

Step 1

Log in to Make

Start by signing in to your Make account.

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Duration

Step 2

Add Google Docs

Set up a Google Docs module in your Make automation project.

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Duration

Step 3

Connect Google Docs

Authenticate Google Docs by signing in with your Google account.

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Step 4

Add Google Email

Set up a Gmail module in your Make automation project.

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Step 5

Connect Gmail

Authenticate Gmail by signing in with your Google account.

Boost Productivity by Integrating Google Docs and Gmail for Automation

Enhance your workflow by seamlessly connecting Google Docs with Gmail. Automate document creation, improve accuracy, manage deals, and integrate with apps like Airtable and HubSpot for efficient operations.

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Duration

Automated Document Creation

Automatically create and send documents via Gmail using data from other applications like Airtable and HubSpot.

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Streamlined Workflow Management

Integrate documentation processes with email communication to streamline workflows, saving time and effort.

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Improved Accuracy

Reduce errors by automatically pulling data from integrated sources into Google Docs, ensuring accurate and consistent documentation.

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Duration

Enhanced Deal Management

Keep track of deals meeting specific criteria by generating and emailing necessary documents, and updating parameters to avoid duplication.

Popular Google Docs and Gmail workflows

Connect Google Docs and Gmail with Make. Automate manual tasks, sync real-time data, and build more efficient workflows.

App Families

Create a Document from a Template containing data from a record in Airtable

When a new record from Airtable is received, a new document from a template and with values from the record is created and then sent to Gmail as PDF.

Create a Document from a Template containing data from a record in Airtable
Use template
App Families

Creation of documentation (e.g. contract) for a new deal that meets a specified criteria on Hubspot CRM

Get a list of deals that meet a specific criteria, this example filters deals that are in the"Appointment Scheduled" stage. Multiple documentations are created from templates that already exist in Google Drive and they are modified based on the fields from records of the deal received. Those documents are converted to PDF and mailed by Gmail as attachments. The parameters of the deal are then updated, so the deal does not appear in the list of deals for which the documentation should be created.

Creation of documentation (e.g. contract) for a new deal that meets a specified criteria on Hubspot CRM
Use template
App Families

Creation of documentation (e.g. contract) for a new deal meeting specified criteria

When there are deals meeting specified criteria, a multiple documentation (e.g. contract) is created from corresponding templates. These documents are exported to PDF and then sent as attachment in an e-mail. The parameters of the deal are then updated, so the deal does not appear in the list of deals for which the documentation should be created.

Creation of documentation (e.g. contract) for a new deal meeting specified criteria
Use template
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Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Integrating Google Docs with Gmail via Make allows seamless transitions between document creation and email communications. For example, you can automatically trigger an email with a link to a newly created Google Doc, ensuring team members are promptly informed and can access important documents instantly.

Gmail integrations through Make streamline workflow by automating routine tasks. For instance, integrating Gmail with Slack can notify you of new emails via Slack messages, keeping communication consolidated. Similarly, linking Gmail with Google Drive can automatically save important email attachments to a designated Google Drive folder, maintaining an organized file structure.

Yes, specific automations such as sending email notifications to the team when a new Google Docs file is created or updated can significantly improve collaboration. This ensures team members are always aware of the latest document changes without manually checking for updates, leading to an efficient and streamlined workflow.

Make is designed to be user-friendly and doesn't require advanced technical skills. Its intuitive interface allows you to set up integrations with a simple drag-and-drop workflow builder. Even users with minimal technical expertise can automate processes between Google Docs, Gmail, and other applications effortlessly.