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Drive Location

Each Task in Mail to Drive requires a folder in Google Drive where the downloaded emails or attachments will be stored. You can also create subfolders (optional) for better organisation and easier future retrieval.

Selecting Drive Folder​

  • When creating or editing a Task, open the Folder Picker.
  • Choose an existing folder or create a new one inside Drive.
  • Confirm the folder selection to save it against the Task. Drive Picker Screenshot

Use subfolder (Optional)​

  • Set name of the subfolder to use the subfolder.
  • Any custom names (e.g., Invoice Q1).
  • You can also create dynamic markers. See Dynamic Markers.
  • Organise saved files into daily, monthly, or yearly folders automatically and much more.

Screenshot folder and subfolder name

tip
  • Oragnise related downloads into separate folders (e.g., "Receipts 2024", "Client Approvals Q1").
  • Use folder naming conventions for easier future retrieval.
  • Use subfolders for large volume Tasks to avoid clutter.
  • We recommend using dynamic marketer {{Tasks}} as a subfolder to segregate files downloaded based on Tasks.
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Premium customers can also use Shared Drive folders.