Automate Google Sheet-to-PDF and Email with Plumsail & Gmail

Automatically convert a Google Sheets file to PDF with Plumsail Documents and email it to the right recipient via Gmail—perfect for invoices, POs, or reports.

Apps used

Created by Milagros

Installed by 17 users

When
Default app icon
Google Sheets
Runs Every 15 Minutes
Do
Workflow step icon
Get File or Folder by ID
Workflow step icon
Convert Any to PDF
Workflow step icon
Send Mail

Automate Google Sheet-to-PDF and Email with Plumsail & Gmail

Instructions

Automate Google Sheet-to-PDF and Email

Introduction

Turn new spreadsheet updates into ready-to-send PDFs—no manual exporting or emailing. Perfect for invoices, purchase orders, and weekly reports. ✅

Trigger Event

A new row is added or an existing row is updated in your Google Sheets spreadsheet.

Actions

  • The automation looks up the spreadsheet by its ID so it knows exactly which file to convert.
  • It converts the Google Sheet into a clean PDF using Plumsail Documents, ensuring a shareable format.
  • It sends the PDF via Gmail to the specified recipient, with a clear subject and message referencing the PO or invoice number for quick context.

Benefits

  • ✔️ Save time by skipping manual export and email steps
  • ✔️ Fewer errors from copy-paste or wrong attachments
  • ✔️ Faster sharing of invoices, POs, and reports
  • ➜ Consistent, professional PDFs delivered automatically

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Frequently Asked Questions

What does this template do and who is it for?

This template automates a specific workflow by connecting multiple apps and removing manual steps. It’s useful for anyone who wants to save time, reduce errors, and streamline repetitive tasks using automation.

Do I need technical knowledge to use this template?

No. You can install and customize this template without writing any code. Everything is done through simple configuration.

Which apps are required, and can I customize or extend the workflow?

Only the apps shown on the template page are required. You can customize messages, add or remove steps, apply conditions, connect more apps, and add extra actions like notifications, data updates, or triggering other automations.

Is this template suitable for real business use and multiple use cases?

Yes. Once configured, it can be used for live workflows and production systems. You can also duplicate the template and customize it for different teams or processes.

How long does setup take, and can I manage the workflow later?

Most templates can be set up in just a few minutes. You can pause, edit, duplicate, or delete the workflow anytime.

Do I need a paid plan, and where can I get help if needed?

You can start with the free plan; limits depend on your viaSocket plan and usage. If you need help, you can contact viaSocket support, check the Knowledge Base, or book a demo.