Automatically Save Bank Statements from Gmail to Google Drive Using Pabbly Connect

Learn how to automatically save your bank statements from Gmail to Google Drive using Pabbly Connect. Step-by-step tutorial with detailed instructions. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin the automation process of saving bank statements from Gmail to Google Drive, first, you need to access Pabbly Connect. This platform allows you to set up seamless integrations between various applications, making your workflow efficient.

Visit the Pabbly Connect website and create a free account if you’re a new user. Once registered, sign in to your account and navigate to the dashboard, where you can start creating your automation workflow.

2. Creating a Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the blue button to create a new workflow. Name your workflow something descriptive, such as ‘Save Bank Statements to Google Drive from Gmail’. This helps you identify the automation easily in the future. using Pabbly Connect

Once you click on create, you’ll see two boxes representing the trigger and action. The trigger is the event that initiates the automation, and the action is what happens as a result. In this case, the trigger will be the receipt of an email containing your bank statement.

• Name your workflow appropriately.
• Select the trigger application as Email Parser.
• Configure the Email Parser to connect with Gmail.

With this setup, Pabbly Connect will monitor your Gmail account for incoming bank statements, ready to save them directly to Google Drive.

3. Setting Up Email Forwarding in Gmail

Next, you need to set up email forwarding in your Gmail account to ensure that bank statements are sent to Pabbly Connect. Go to your Gmail settings and navigate to the ‘Forwarding and POP/IMAP’ section. using Pabbly Connect

Here, you will add the email address provided by Pabbly Connect for the Email Parser. This allows emails received in your Gmail account to be forwarded directly to Pabbly Connect for processing.

• Copy the provided email address from Pabbly Connect.
• Paste it into the forwarding section of Gmail settings.
• Verify the forwarding email by entering the confirmation code sent to your Gmail.

This step is crucial for ensuring that Pabbly Connect can retrieve your bank statements automatically.

4. Filtering Emails for Bank Statements

Once the forwarding is set up, you need to filter the emails to ensure that only the bank statements are saved. In Pabbly Connect, you will add a filter condition to check the subject line of the incoming emails. using Pabbly Connect

Specify the filter criteria based on the subject line of your bank statements. For example, if the subject line contains ‘Account Statement’, this will trigger the action to save the email attachment to Google Drive.

Select the filter application in Pabbly Connect. Set the condition to check if the subject line equals the expected text. Ensure that the filter is correctly configured to avoid saving irrelevant emails.

This ensures that only relevant bank statements are processed and saved to your Google Drive.

5. Saving Bank Statements to Google Drive

The final step in this automation process is to save the bank statements to Google Drive. In Pabbly Connect, select Google Drive as the action application. using Pabbly Connect

Choose the action event that allows you to upload files to a specific folder in Google Drive. You will then need to authorize Pabbly Connect to access your Google Drive account and choose the folder where the bank statements will be saved.

Map the attachment URL from the email to the file upload field in Pabbly Connect. You can also set a unique name for each file using the current date to avoid overwriting previous statements.

Once configured, Pabbly Connect will automatically save any new bank statements received in your Gmail account to Google Drive, following the specified filter conditions and folder settings.

Conclusion

By using Pabbly Connect, you can automate the process of saving bank statements from Gmail to Google Drive effortlessly. This integration not only saves time but also ensures that your important documents are organized and easily accessible.

With just a few simple steps, you can set up this automation and enjoy hassle-free document management. Start using Pabbly Connect today to streamline your workflows and enhance productivity.