How to Automate Sending Email Details to Slack and Google Docs Using Pabbly Connect

Learn how to automate sending email details to Slack and Google Docs using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To automate sending email details to Slack and Google Docs, start by accessing Pabbly Connect. This powerful integration platform allows you to connect multiple applications seamlessly.

If you are a new user, sign up for a free account on Pabbly Connect and get free tasks each month. Once you are logged in, click on the ‘Access Now’ button to reach the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button and naming it, for instance, ‘Send Gmail Details to Slack and Google Docs’.

2. Setting Gmail as the Trigger Application

In this step, you will configure Gmail as the trigger application in Pabbly Connect. Select the ‘Email Parser’ as the trigger to capture incoming emails. This is essential for connecting Gmail with Pabbly Connect.

• Copy the email address provided by the Email Parser.
• Go to your Gmail settings, navigate to ‘Forwarding and POP/IMAP’, and add this email address.
• Verify the email address by entering the confirmation code sent to it.

Once the setup is complete, every new email received at this address will trigger the workflow in Pabbly Connect, capturing the email details for further processing.

3. Filtering Emails by Sender Address

To ensure that only specific emails trigger the workflow, you will set up a filter in Pabbly Connect. This filter will only allow emails from a designated sender to proceed through the automation.

In the filter setup, specify the condition based on the sender’s email address. If the incoming email matches this address, the automation will continue; otherwise, it will stop. This is crucial for maintaining focused automation.

4. Sending Email Details to Slack

Next, configure Pabbly Connect to send a message to Slack when a new email is received. Select Slack as the action application and choose the ‘Send Channel Message’ event.

• Connect your Slack account with Pabbly Connect by authorizing the integration.
• Select the channel where you want the message to be sent.
• Compose the message using dynamic fields from the email, such as sender, subject, and body text.

Once configured, every email from the specified sender will automatically send details to the selected Slack channel, facilitating real-time team communication.

5. Saving Email Attachments to Google Docs

Finally, configure Pabbly Connect to save email attachments to Google Docs. Select Google Docs as the action application and choose the ‘Insert an Image to a Document’ action.

Connect your Google account with Pabbly Connect and select or create a document where the images will be stored. For each email, the attachment will be inserted into this document, ensuring that all relevant designs are saved automatically.

Conclusion

By using Pabbly Connect, you can automate the process of sending email details to Slack and saving attachments to Google Docs effortlessly. This integration not only saves time but also enhances productivity by ensuring that important information is shared and stored automatically.