Make File & Document Management Workflows
493 ready-to-import Make file & document management workflows. Every template below is a real, downloadable Make build — import it and start automating.
Make File & Document Management templates
- Save new Gmail attachments to Google DriveWhenever a new email with attachments arrives in Gmail, this Make scenario automatically saves those files to a specified folder in Google Drive. It eliminates Make14,763$3.99
- Automatically Generate Quotes in Google Docs from New Google Sheets RowsAutomatically create a quote document in Google Docs for each new row added in a Google Sheets spreadsheet. This workflow streamlines the process of generating Make8,524$2.99
- Automate Invoice Processing with AI and PDF.coStreamline your invoice processing by automatically converting PDF invoices into structured JSON using AI, and storing the data in Google Sheets.Make345$4.99
- Save email attachments to Google DriveEvery time you receive an email with an attachment, Make will automatically save that attachment to a specified folder in Google Drive. he attachment will be Make8,716$3.99
- Automatically Convert and Save New SharePoint Files as PDFsThis workflow automatically converts new files in a SharePoint library to PDF format using Plumsail Documents and saves the converted files back to SharePoint.Make9$4.99
- Automate Invoice Data Extraction from Gmail to Google Sheets Using Eden AIStreamline your workflow by automatically extracting data from invoices received in Gmail and saving it to Google Sheets using Eden AI's OCR capabilities.Make811$4.99
- Create eSignatures.io contracts from Google SheetsEvery time a new row is added to your Google Sheets spreadsheet, Make will automatically create a contract from an eSignatures.io template. he template uses thiMake50$3.99
- Automatically Secure New PDF Files in SharePoint with PlumsailThis workflow automatically secures new PDF files in a SharePoint library using Plumsail Documents, ensuring they are protected and saved back to the cloud storMake4$4.99
- Automate PandaDoc Document Creation on Keap Opportunity Stage ChangeAutomatically generate and send a PandaDoc document whenever a Keap opportunity stage changes, streamlining your contract management process.Make6$3.99
- Automate Document Creation in Outline from Google Sheets EntriesThis workflow automatically generates new documents in Outline using data from newly added rows in a Google Sheets spreadsheet, streamlining your documentation Make1$2.99
- Automate File Management on SFTP Server: List and Delete Unwanted FilesEfficiently manage your SFTP server by automatically listing files and removing those that are no longer needed. Enhance your file management process with this Make9$3.99
- Automatically Import Gmail Attachments to PowerOfficeThis workflow monitors Gmail for new emails and imports attachments of a specified format directly into PowerOffice, streamlining document management.Make4$3.99
- Automate PDF to JPG Conversion and Upload to Google DriveThis workflow automates the process of converting PDF files to JPG format using iLovePDF and uploads the converted files back to Google Drive.Make56$4.99
- Automate Document Signing via DocuSign from New Typeform ResponsesAutomatically send Google Drive documents for signing through DocuSign whenever a new response is submitted in Typeform, streamlining your document workflow.Make100$3.99
- Automatically Upload New OneDrive Files to MagentrixStreamline your workflow by automatically uploading new files from OneDrive to Magentrix, ensuring all documents are consistently updated and accessible.Make7$2.99
- Upload Gfycat GIFs to Google DriveUse this template to automatically export your Gfycat GIFs to a Google Drive folder. he template is scheduled to run every 15 minutes. You can change the schedMake3$4.99
- Send SignNow invites for new Stripe paymentsEvery time a new payment is successfully charged in Stripe, Make will automatically create a document in SignNow and send an invite to the customer.Make20$4.99
- Convert Email to PDF with PDF.coQuickly convert your EML and MSG files to PDF with ease. About PDF.co: PDF.co specializes in PDF processing solutions. his template was created by PDF.co and hMake12$4.99
- Create Eversign documents for new Pipedrive CRM prospectsEvery time a deal moves to a specific stage in Pipedrive CRM, Make will automatically create a contract from an Eversign template.MakeFree
- Automate PDF Signing Workflow from OneDrive to PandaDocAutomatically send newly uploaded PDF documents from OneDrive to PandaDoc for signing. This workflow supports documents with one or two signature fields, streamMake53$4.99
- Automatically Transfer New Slack Files to Wasabi StorageEffortlessly upload new files from your Slack channels to Wasabi, ensuring seamless file management and storage.Make13$3.99
- Automate File Conversion and Upload Between Dropbox and ZamzarAutomatically convert files from Dropbox using Zamzar and upload the converted files back to Dropbox, streamlining your file management process.Make3$4.99
- Automatically Transfer New Google Drive Files to ShufflrrSeamlessly transfer new files from Google Drive to a specified Shufflrr folder, ensuring your presentations are always up-to-date.Make1$3.99
- Automate Document Creation and Signing with OneDrive and ScriveAutomatically create and initiate the signing process for documents in Scrive whenever a new file is added to OneDrive.Make6$4.99
- Automate File Transfers from Google Drive to EgnyteEfficiently search and convert files in Google Drive, then upload them to Egnyte for streamlined file management.Make3$3.99
- Automate File Conversion and Upload from Google Sheets to Google DriveStreamline your workflow by converting files from URLs listed in Google Sheets to a specified format using CloudConvert, and automatically upload them to GoogleMake210$3.99
- Automate Docupilot Document Creation from Jotform SubmissionsAutomatically generate Docupilot documents using data from new Jotform submissions, streamlining your document management process.Make21Free
- Automate Zoom Recording Details to Google Sheets and Google DriveAutomatically capture Zoom recording details, add them to a Google Sheet, and upload the recordings to Google Drive for streamlined access and organization.Make488$4.99
- Automatically Upload VideoAsk Media to Google DriveStreamline your workflow by automatically uploading media files from VideoAsk responses to a designated Google Drive folder. This ensures all your media files aMake33$4.99
- Automate File Transfers from SFTP to FTPEfficiently automate the transfer of new files from an SFTP server to an FTP server, ensuring seamless file management.Make14$3.99
- Seamlessly Export Canva Designs to Dropbox with Large File SupportEffortlessly export your Canva designs as PDFs to Dropbox and manage large file uploads with Make's robust automation capabilities.Make114$4.99
- Automate SignRequest Creation from Google Forms ResponsesAutomatically generate SignRequests using templates whenever new responses are submitted to your Google Forms.Make8Free
- Automatically Convert New SmartEmailing Contacts into Evernote NotesSeamlessly transfer new contacts from SmartEmailing to Evernote, creating a note for each contact automatically.MakeFree
- Automate PDF Splitting with Google Drive and PDF.coAutomatically split PDF files stored in Google Drive using PDF.co based on pages, ranges, keywords, or barcodes.Make52$4.99
- Create new documents from a template in Plumsail Documents from new customers in ShopifyEvery time a new customer is created in Shopify, a new document will be instantly created from a template in Plumsail Documents. his template was created by a Make4$2.99
- Automatically Upload Paperform Files to DropboxStreamline your workflow by automatically uploading files submitted via Paperform to Dropbox, ensuring easy access and organization.Make24Free
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