Good morning,
I am trying to create a workflow that allows me to send clients an email with a file which they must fill out and forward, these emails have a subject structured as "Pickup + person’s name + unique ID (R-date-sequence of numbers) and then I need you to review the email to detect the response (but since this email is not the only one that receives this information) I need you to filter if the email has in the subject for example pickup, if so to send the document, change the name of the file by the subject ID and upload it to drive.
The first part of sending the email and creating the unique ID I have, but I can’t figure out how to do the second part of recovering the email, filtering, downloading, editing the name and uploading to disk.
Can this be done?
Hey @Adrian_Matos hope all is well. Welcome to the community.
My understanding is that you would like to:
- Monitor Incoming Emails for relevant replies
- Extract and Rename Attachment
- Upload to Google Drive
This sounds very possible, what you will need is a workflow with a email trigger (either Email Trigger (IMAP) or Gmail Trigger), these nodes allow to filter for a specific criteria, for instance the subject. Then you can have a Google Drive Node with Upload file operation, which allows naming the file and putting it in a certain folder on the Drive. Here is an example.
As you can see, the first node filters for subject:'Pickup' and downloads the attachment, while the second node sets the name for the file and uploads it to Google Drive.
Let me know if you have any questions.
Hello Jabbson,
Great, it works perfectly, the next step I have to do is that when the file is uploaded to the drive I can search for a row in a sheet filtering by the file name and enter the Google Drive link
That sounds like a solid plan!