You can have DocuGen automatically save generated documents to your Google Drive. Here is how:
- Create a Zapier email inbox
- Set up Zapier to save email attachments to your Google Drive
- Tell DocuGen to send generated documents to Zapier
1. Create a Zapier email inbox
In your Zapier account, create a new zap where the first step is "Email by Zapier". Here is an example:
In this example, the email address we set up is email@example.com.
2. Set up Zapier to save email attachments to your Google Drive
The next action in your zap is "Upload File in Google Drive". Here is an example:
Make sure to select "Attachment" under the "File" option when setting up the action; this will make sure that Zapier saves the attachment it receives by email into Google Drive:
If you want your document to be saved as a Google Doc, make sure to (1) have DocuGen generate the documents in Word (.docx) format, and (2) select "True" under "Convert to Document" in Zapier:
Make sure to activate your zap!
3. Tell DocuGen to send generated documents to Zapier
Add an email column to your board, you could call it "Zapier":
Set this column's default value to the email address you created in Step 1, above (in our case firstname.lastname@example.org).
Go to your DocuGen Settings and select the toggle "Send to email column":
That's all! When you generate a document, DocuGen will send it to this special Zapier email address, and Zapier will save the document in Google Drive.