How to Automatically Create a Backup of Important Emails Using Pabbly Connect

Learn how to automatically create a backup of your important emails using Pabbly Connect. This step-by-step guide covers integration with Gmail, Google Sheets, and more.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Email Automation

To automatically create a backup of important emails, you will first need to access Pabbly Connect. This platform allows seamless integration between various applications such as Gmail, Google Sheets, and Google Docs. Start by signing up for a free account on the Pabbly Connect website.

Once you have created your account, sign in to reach the Pabbly Connect dashboard. Here, you can set up automation workflows that will help you back up your important emails effectively. Follow these steps to get started:

• Go to the Pabbly Connect website.
• Click on the ‘Sign Up’ button to create an account.
• Log into your account to access the dashboard.

Now that you are on the dashboard, you are ready to create your first workflow. This will allow you to automate the backup process of your important emails.

2. Setting Up Email Parser in Pabbly Connect

The first step in creating your email backup automation is setting up the Email Parser in Pabbly Connect. This feature captures incoming emails from your Gmail account. To do this, select Gmail as your trigger application and choose the Email Parser option.

Next, you will need to forward your important emails to the Email Parser’s unique address provided by Pabbly Connect. This ensures that all relevant email content is captured. Follow these steps to configure the Email Parser:

• Select the Email Parser module in Pabbly Connect.
• Forward your emails to the parser’s address.
• Test the parser to ensure it captures email content correctly.

Once set up, this Email Parser will trigger the workflow whenever you receive an email that meets your specified criteria.

3. Applying Filters to Identify Important Emails

After setting up the Email Parser, the next step is to apply filters to identify your important emails in Pabbly Connect. This will ensure that only relevant emails are backed up. You can set conditions based on the subject line or sender’s email address.

To apply filters, select the filter module in Pabbly Connect and configure it according to your needs. For example, if you want to back up emails with the subject containing the word ‘investment,’ set the filter as follows:

Choose the filter type as ‘Contains’. Enter the keyword ‘investment’ in the value field.

Once the filter is applied, it will check incoming emails for the specified conditions, ensuring that only those emails are processed further in your automation workflow.

4. Creating Documents in Google Docs from Emails

With the filters set, the next step is to create documents in Google Docs from your important emails using Pabbly Connect. This automation will convert the email content into a document format for easy access and storage.

To set this up, select Google Docs as your action application. Choose the action event as ‘Create Document from Text’. In this step, you will map the subject and body of the email to the document fields. Here’s how to do it:

Map the subject of the email to the document name. Map the email body to the content of the document. Select the Google Drive folder where the document will be saved.

After configuring these settings, test the workflow to ensure that the document is created successfully in Google Docs whenever you receive an important email.

5. Saving Important Emails to Google Sheets

Finally, you can also save your important emails to Google Sheets using Pabbly Connect. This allows you to maintain a structured record of your emails, which can be useful for tracking and analysis.

To set this up, select Google Sheets as your action application. Similar to the previous steps, you will map the email subject and content to the spreadsheet fields. Here’s how to do this:

Choose the spreadsheet and the specific sheet where the emails will be saved. Map the subject line to the corresponding column in the sheet. Map the email content to the content column in the sheet.

Once you complete these steps, test the workflow to ensure that emails are saved correctly in your Google Sheets, providing you with a comprehensive backup of your important emails.

Conclusion

Using Pabbly Connect, you can easily automate the process of backing up important emails from Gmail to Google Sheets and Google Docs. This ensures that your vital information is always accessible and securely stored. By following the steps outlined in this guide, you can create a reliable backup system for your important emails.