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Automation inspiration

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As a personal assistant, your job is all about someone else. Whether it's managing a schedule, keeping track of daily tasks, or organizing files, you're the expert on what your employer needs, and—more importantly—the expert on how they work. 

Automation won't take your job. It will make you better at it.

5 ways personal assistants can start automating their work

It can be difficult to track down files attached to emails. Zapier can simplify your email and file management by automatically saving your email attachments to Google Drive for safekeeping. Whenever you get a new email in Gmail with an attachment, this Zap will save it to the Google Drive folder you want - just be sure to pick one when setting this up, otherwise we'll add the file to the root of your Drive. Get a step-by-step walkthrough in our 

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Gmail

Triggers when you receive a new attachment.

New Attachment

New Label

Triggers when you receive a new email and label it within two days.

New Labeled Email

Triggers when a new email appears in the specified mailbox.

New Email

Triggers when you receive a new email that matches a search string you provide.

New Email Matching Search

Triggers when you receive a new email and star it within two days.

New Starred Email

New Thread

Find Email

Find or Send Email

Add Label to Email

Delete Email

Create Draft

Create a draft reply to an existing email.

Create Draft Reply

Create Label

Send Email

Remove Label From Email

Reply to Email

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Set up rules to specify when this Zap can continue running.

Only continue if...

Filter by Zapier

Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.

Google Drive

Triggers when any new file is added (inside of any folder).

New File

Triggers when a new file is added directly to a specific folder (but not its subfolders).

New File in Folder

Triggers when a new file is created within, moved to, or uploaded directly to a specific folder (but not its subfolders).

Triggers when a new folder is added directly to a specific folder (but not its subfolders).

New Folder

Triggers when a file is updated in a specific folder (but not its subfolders).

Updated File

Retrieve File or Folder by ID

Find a File

Search for multiple files by name or within a specific folder.

Find Multiple Files

Find a Folder

Find or Create File

Find or Create Folder

Copy File

Copies an existing file from another service to Google Drive.

Upload File

Create Folder

Move File

Upload file(s) to Drive, and optionally replace an existing file.

Upload Multiple Files

Create File From Text

Upload a file to Drive, that replaces an existing file. 

Replace File

Adds a sharing scope to the sharing preference of a file. Does not remove existing sharing settings. Provides a sharing URL.

Add File Sharing Preference

Create Shortcut

Update File/Folder Name

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Save new Gmail attachments to Google Drive

If you ever needed to keep certain Google Calendars up to date with each other, this integration can help. Automatically create a copy of a new Google Calendar event into any different Google calendar of your choosing. 

Google Calendar lets you organize your schedule and share events with co-workers and friends. With Google's free online calendar, it's easy to keep track of your daily schedule.

Google Calendar

New Calendar

Triggers when an event is cancelled or deleted.

Event Cancelled

Event Ended

Triggers when a specified amount of time before an event starts.

Event Start

Triggers when an event is created or updated (except when it's cancelled).

New or Updated Event

New Event

Triggers when an event is created that matches a search.

New Event Matching Search

Find Event

Finds a specific event by its ID in your calendar.

Retrieve Event by ID

Finds multiple events in your calendar as line items.

Find Multiple Events

Find or Create Event

Invites one or more person to an existing event.

Add Attendee(s) to Event

Create Calendar

Delete Event

Create Detailed Event

Create an event from a piece of text. Google parses the text for date, time, and description info.

Quick Add Event

Updates an event. Only filled fields are updated.

Update Event

Copy new Google Calendar events to a different Google Calendar

Some people prefer to use Google Calendar, but others like to have their email, contacts and calendar in Microsoft Outlook. If you're reading this, you probably use both, and need a way to keep them on the same page. Use this Zapier automation to add detailed events in Google Calendar whenever new events are created in Microsoft Outlook.

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

Microsoft Outlook

Triggers at a specified time before an event in your calendar starts.

Calendar Event Start

Cancelled Calendar Event

Triggers when a new event is created in your calendar.

New Calendar Event

Triggers when a new contact is added to your account

New Contact

Triggers when a new e-mail is received in your inbox.

Triggers when a new e-mail is received in your inbox that matches a search.

New Flagged Email

Triggers when a new new message in folder is created.

New Message in Folder

Updated Calendar Event

Find Calendar Event

Find a Contact

Find or Create Contact

Add Attendees to Calendar Event

Create an event in the calendar of your choice.

Create Event

Create Contact

Creates a draft of an email that can then be reviewed and sent out.

Create Draft Email

Creates a new reply to email, probably with input from previous steps.

Update Calendar Event

Update Contact

Add Microsoft Outlook events to Google Calendar

Sometimes you've got multiple calendaring tools that need to be coordinated. This integration makes it easy by automatically creating a Microsoft Outlook event when there is a new or updated event in Google Calendar. It's never been easier to post on social media about your events.

Create Microsoft Outlook events for new or updated events in Google Calendar

Don't waste time creating Google Calendar events every time you schedule a new Zoom meeting—let this integration do it automatically! Every time a new Zoom meeting is created, Zapier will build a detailed Google Calendar event. 

Zoom brings teams together to get more done in a frictionless environment. Zoom's reliable, video-first unified communications platform provides video meetings, voice, webinars, and chat across desktops, phones, mobile devices, and conference systems

Zoom

Triggers when every time a meeting host ends the meeting.

New Meeting Ended

Triggers when a summary is available for a meeting. Note: you must be the meeting host.

New Meeting Summary

Triggers when a new audio transcript has been completed after a meeting or webinar you hosted completes.

New Audio Transcript

Triggers when a new participant joins a webinar or meeting.

New Participant Joined Webinar or Meeting

Triggers when a new Meeting or Webinar is created.

New Meeting

Triggers when a new registrant is added to a meeting.

New Meeting Registrant

Triggers when a new Cloud Recording is completed for a Meeting or Webinar.

New Cloud Recording

Triggers when a new registrant is added to a Webinar.

New Webinar Registrant

Finds a find meeting/webinar based on id or topic name.

Find Meeting/Webinar

Find Recording and Download

Get Meeting Summary

Retrieve the list of participants (as line items) for a given meeting or webinar, up to 3000 participants.

Retrieve Meeting or Webinar Participants

Creates a new Zoom Meeting. (Options not available here will default to user/account Zoom settings.)

Create Meeting

Create Meeting Registrant

Create Webinar Registrant

Deletes all recordings for a specified meeting, with an option to move them to trash or permanently delete them.

Delete Meeting Recordings

Create detailed Google Calendar events from new Zoom meetings

Keeping up with emails can be difficult, but this integration lets you create a new Trello card for follow up later. After you set this integration up, this Zap will automatically create a card in Trello for you when you start a specified email thread in your Gmail account.

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.

Trello

New Board

New Card

Triggers when a Card is archived in Trello.

New Card Archived

Triggers when a Comment is added to a Card in Trello.

New Comment in Card

Triggers when there is activity in Trello.

New Activity

Triggers when a Card is moved to a List in Trello, [inside the same Board](https://zapier.com/apps/trello/help#common-problems-trello#not-triggering-on-card-moved-to-list-when-a-card-is-moved-from-another-board).

Card Moved to List

Triggers at a specified time before a card is due.

Card Due

Triggers when a Card is updated in Trello.

Card Updated

Triggers when a new checklist is created in Trello.

New Checklist

Triggers when a new label is created in Trello.

Triggers when a label is added in a Trello card.

New Label Added to Card

Triggers when a new list on a board is added.

New List

Triggers when a new member joins a board.

New Member on Board

Triggers when you get a new notification in Trello.

New Notification

Finds a label on a particular board by name.

Find Label on Board

Finds a list on a particular board by name.

Find List on a Board

Finds a checklist on a particular board or card by name.

Find Checklist

Finds a checklist item on a particular checklist by name.

5 ways personal assistants can start automating their work

Automation won't take your job. It will make you better at it.

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