Automate Document Creation and Email Delivery with Plumsail and Gmail
Automatically generate Excel and PDF documents using Plumsail templates stored in Google Drive and send them via Gmail.
This workflow streamlines the process of creating and distributing documents. It retrieves a template from Google Drive, applies data to generate Excel files using Plumsail, converts them to PDFs, and sends both formats as email attachments through Gmail. This automation is ideal for businesses needing efficient document management and distribution.
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How to import this workflow into Make
- 1Purchase or download the workflow to get the Make blueprint JSON file.
- 2In Make, create a new scenario, click the three-dots menu, and choose "Import Blueprint".
- 3Reconnect each module to your own app connections when prompted.
- 4Run the scenario once to verify it, then set your schedule and turn it on.
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