Currently i have a zap that uploads pdfs received in gmail into a set google folder. This works fine.
I would like the automation to create a monthly folder instead (within the parent folder) that then only uploads the pdfs received for that particular month into that folder.
is this possible.?
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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:
Trigger: Gmail - New Attachment
Action: Filter
Only process PDF file types
Action: Formatter > Date & Time > Format
Use a created timestamp variable from Zap step 1 or use a system timestamp variable
Format as: YYYY-MM
Action: GDrive - Find/Create Folder
Map the output from the previous Zap step
Action: GDrive - Upload File
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.