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
- 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
- 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. The attachment will beMake8,716$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 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. The template uses thMake50$3.99
- Automatically Upload Yodel.io Call Recordings to DropboxSeamlessly transfer Yodel.io call recordings to a specified Dropbox folder, ensuring all your important conversations are securely stored and easily accessible.Make3$3.99
- Automatically Sync Google Docs to Zoho WriterEffortlessly create a document in Zoho Writer every time a Google Doc is created or updated, ensuring your content is always synchronized across platforms.Make14$3.99
- Automate Eversign Document Creation from Typeform Responses and Save to OneDriveAutomatically generate Eversign documents using Typeform responses and store them in OneDrive for seamless document management.Make5$4.99
- Upload files to Google Drive using data from an external sourceAutomatically upload files to Google Drive by sending data from an external source using HP. Streamline your file management process effortlessly.Make21Free
- Export QuestionPro survey responses to Google SheetsA ready-to-use Make workflow that connects Questionpro, Google-sheets. Export QuestionPro survey responses to Google Sheets. Customize and deploy in minutes.Make$2.99
- Generate and Upload Survey123 Feature Reports to Google DriveAutomatically create a feature report from a Survey123 submission and upload the report to Google Drive for easy access and sharing.Make67$4.99
- Automate SignRequest Creation from New Google Sheets EntriesThis workflow monitors your Google Sheets for new rows and automatically sends signature requests using SignRequest based on a specified template. Streamline yoMake17$2.99
- Automate Docupilot Document Creation from Jotform SubmissionsAutomatically generate Docupilot documents using data from new Jotform submissions, streamlining your document management process.Make21Free
- Automatically Zip Gmail Attachments and Upload to DropboxThis workflow zips attachments from new Gmail emails using CloudConvert and uploads the zipped file to a specified Dropbox folder.Make72$4.99
- Automate File Conversion and Upload with OneDrive and ZamzarAutomatically convert files from OneDrive to a specified format using Zamzar and upload the converted files back to OneDrive.Make11$4.99
- Automatically Upload New Google Drive Files to ParseurThis workflow monitors a specified Google Drive folder for new documents and automatically uploads them to Parseur for processing.Make16$3.99
- Automatically Sync New Google Drive Files to Citrix ShareFileEffortlessly keep your files synchronized by automatically copying new uploads from Google Drive to Citrix ShareFile.Make5$3.99
- Save new images resized by Mallabe Images to DropboxEvery time a new image resized by Mallabe Images, Make will automatically save that image to a Dropbox folder you specify.Make13$3.99
- Automate Gfycat GIF Uploads to DropboxEffortlessly transfer your Gfycat GIFs to a designated Dropbox folder every 15 minutes, ensuring your media is always backed up and accessible.Make2$4.99
- Update emails from a Google Sheet with email status using ZeroBounceEvery time a new row is added to a Google Sheet, Make will automatically validate the emails and update the Google Sheet with the status of the emails. This exaMake28$3.99
- Automate PDFMonkey Document Uploads to Dropbox and Email via GmailAutomatically upload new PDFMonkey documents to Dropbox and send them as email attachments using Gmail.Make24$4.99
- Automate Audio Transcription from Google Drive with OpenAI Whisper and Email DeliveryStreamline the transcription of audio files stored in Google Drive using OpenAI Whisper. Convert files to compatible formats, transcribe them, store the resultsMake2,468$4.99
- Automate Google Docs Creation from Wix Form SubmissionsAutomatically generate a Google Docs document using a template whenever a new form submission is received on your Wix site. This workflow streamlines document cMake42$3.99
- Upload a new invoice from QuickBooks to Nextcloud.This Make workflow automatically downloads a PDF when a new invoice is created in QuickBooks, then uploads it to your Nextcloud account. It saves you from manuaMake18$3.99
- Fetch dataset items from Apify and add them to Google SheetsAutomatically transfer Apify dataset items to Google Sheets after actor runs complete, streamlining data management and enhancing workflow efficiency.Make456$3.99
- Filter and update Google Sheets rows with parsed JSON dataAutomatically filter Google Sheets rows, parse JSON data, and update rows with new information using HTTP actions. Streamline data management effortlessly.Make22$4.99
- Add a row in Google Sheets when a contact joins MailvioThis Make workflow automatically adds a new row in Google Sheets each time a contact joins your Mailvio list. It listens for the Mailvio trigger, then populatesMake1$2.99
- Export Dext clients to a Microsoft 365 Excel worksheetUse this template to automatically export your Dext clients to a Microsoft 365 Excel worksheet. The template is scheduled to run every day at 10:00 AM. You canMake6$2.99
- Automate Document Creation from Shopify Orders Using Plumsail TemplatesAutomatically generate documents from templates in Plumsail Documents whenever a new order is placed in Shopify. This streamlines document management and enhancMake6$2.99
- Automatically Upload Skype Attachments to EgnyteThis workflow automatically uploads attachments from new Skype messages to Egnyte, ensuring your files are organized and accessible.Make2$4.99
- Automate Document Processing and Data Extraction in Monday.comStreamline the extraction of key information from documents stored in Monday.com using Koncile's advanced OCR capabilities. Convert files into structured data fMake5$2.99
- Automate OneDrive Monitoring and Pinterest Pin Creation with File DeletionStreamline your content management by automatically monitoring OneDrive for changes, creating Pinterest Pins, and deleting specified OneDrive files.Make91$3.99
- Save new files from Google Drive to a pCloudEvery time a new file is uploaded to your Google Drive, Make will automatically upload that file to pCloud folder you specify.Make24$3.99
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