Automatically Save PDFs from Gmail to Google Drive

Keep your files organized.

Anna Burgess Yang
4 min readFeb 12, 2024
Email logo and GDrive logo
Image created by author

Gmail makes it really easy to save attached files from your email to Google Drive. Just click on the “Add to Drive” button. Easy peasy.

Source: My Own Screenshot

The problem? Remembering to save files to your GDrive.

I run a solo business. I need copies of things like contracts and invoices in my GDrive, for my records. If I rely on manually saving them, I risk forgetting or making a mistake.

So I have an automation set up to automatically save PDFs to my GDrive for me.

Step 1: Create a Gmail filter

First, I have Gmail apply a label based on a filter.

To create a filter, click on the Filter icon in your Gmail search. You can also go into your settings and click on “Filters and Blocked Addresses.”

Source: My Own Screenshot

My filter is based on the sender. I send invoices from my accounting software and contracts from my e-signature…

--

--

Anna Burgess Yang

Freelance Writer. Operations Advice for Solopreneurs. Career pivots are fun. 🎉 https://start.annabyang.com/