Automatically Save PDFs from Gmail to Google Drive

Keep your files organized.

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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…