Create a monthly Google folder for PDF uploads

Yes.

First create a zap that gets triggered using the Schedule action. Set it to trigger every month on the day you choose. The step after that would be to create a Google Folder and name it with that month (presumably). And finally, you’d want to use a Storage or a Table step to store the Google Folder ID you just created.

In your existing app that grabs your attachments, you’d want to add action steps that checks the date of the email with the attachment, then recalls Google Folder ID from the associated storage key based on the month, and then in the “Save to Drive” action step, use the Folder ID you grabbed from storage.

Hi ​@MAIN MORT 

Here is a different approach:

1. Trigger: Gmail - New Attachment
2. Action: Filter
   1. Only process PDF file types
3. Action: Formatter > Date & Time > Format
   1. Use a created timestamp variable from Zap step 1 or use a system timestamp variable
   2. Format as: YYYY-MM
4. Action: GDrive - Find/Create Folder
   1. Map the output from the previous Zap step
5. Action: GDrive - Upload File
   1. Map the ID of the Folder from Zap step 2

Hello ​@MAIN MORT 

​@Troy Tessalone approach is very elegant although I worry you will get a folder for every day rather than the monthly one you mentioned. I would add a code block like the example below/

 

You can use this in the find/create folder step to have a folder “October 2025” which you can then upload the attachments to. Combined with ​@Troy Tessalone approach you’ll have one folder with the files you wanted in there. 

The con of this approach is it will cost you a task for the code block. 

Best of luck, 

Badger

​@MAIN MORT 

You should not need to use a Code step to format dates.

Formatter can convert dates to many formats.

Reference the help link: https://help.zapier.com/hc/en-us/articles/8496257974029-Modify-date-and-time-formats-in-Zaps#h_01HF6R8YN0458A75XFR7B3NVXP

Formatter steps count as 0 Tasks in Zap Runs.

Code steps count as 1 Tasks in Zap Runs.

cc: ​@Badger 

​@Troy Tessalone I couldn’t get it to give me just the month though. October 2025
How would you do that?

Badger

​@Badger 

Reference the help link: https://help.zapier.com/hc/en-us/articles/8496257974029-Modify-date-and-time-formats-in-Zaps#h_01HF6R8YN0458A75XFR7B3NVXP

​@Badger 

See screenshots below for example.