Add Password and Set Output Name – Step-by-step Guide

  1. Google Drive Files
  2. Add Google Sheet
  3. Setup Trigger
  4. Test Trigger
  5. New Row Content
  6. Add PDF.co Security
  7. Add Password
  8. Add Reader Name
  9. Test PDF.co Action
  10. PDF Security Output
  11. Add Gmail
  12. Add Email Address
  13. Add Ebook As Attachment
  14. Test Gmail
  15. Gmail Confirmation
  16. Ebook Email
  17. Open Ebook

In this tutorial, we will automate the process of sending an ebook to readers. This will require readers to enter a password before they can open the ebook. We will also personalize it with the readers’ names using PDF.co, Zapier, and Gmail.

Step 1: Google Drive Files

Let’s add the ebook and the Readers List Google Sheet in our Google Drive folder.

Google Drive Folder Files
Google Drive Folder Files

Our Google Sheet contains the name and the email address of the readers. You can add more columns to fit your workflow.

Google Sheet Reader List Contents
Google Sheet Reader List Contents

Now, let’s open Zapier and create a Zap.

Step 2: Add Google Sheet

To begin, let’s choose Google Sheet as the App and the New Spreadsheet Row as the Trigger Event.

New Spreadsheet Row Trigger

Step 3: Setup Trigger

Choose the Readers List as the Spreadsheet and the Sheet1 as the Worksheet.

Google Sheet Information

Step 4: Test Trigger

Let’s test the Trigger to make sure it’s set up correctly.

Test Google Drive Trigger

Step 5: New Row Content

The Zap returns a new Google Sheet row every time a new entry is added.

Google Sheet Entry Found
Google Sheet Row Entry Found

Step 6: Add PDF.co Security

Let’s add a PDF.co step and choose the PDF Security as the Action Event.

Add PDF.co Security

Step 7: Add Password

Let’s configure the PDF Security module.

  • In the PDF URL field, paste the ebook’s link. Be sure to set the file sharing setting in Google Drive to Anyone with link.
  • In the Owner Password field, enter your admin password.
  • In the User Password field, enter your reader’s password.

Add PDF File And Passwords

Step 8: Add Reader Name

Let’s add the ebook’s title and the reader’s name in the Name field.

Add Output Filename

Step 9: Test PDF.co Action

Click on the Test & Review button to make sure that we set it up correctly.

Test PDF.co Trigger

Step 10: PDF Security Output

You can open the output URL to view the result and make any necessary adjustments before you send it to your reader.

PDF.co Security Module Output

Step 11: Add Gmail

We will use Gmail to send the ebooks to our readers. Choose the Send Email as the Action Event.

Send Email Via Gmail

Step 12: Add Email Address

Select the reader’s email address in the To field and your email address in the From field.

Add Recipient And Send Email Address

Step 13: Add Ebook As Attachment

Add the PDF.co output URL as an email attachment. You can use the PDF.co output Name as the Subject.

Add Output File As Attachment

Step 14: Test Gmail

Now, let’s test our configuration to make sure that it works.

Test Send Gmail Action

Step 15: Gmail Confirmation

We have successfully sent the ebook to our recipient’s email address.

Gmail Success Test Confirmation

Step 16: Ebook Email

This is how the email looks like in the recipient’s inbox.

Email In Recipient's Inbox

Step 17: Open Ebook

When the reader opens the ebook, it will ask for a password. You have the option to add the reader password in the email’s body.

Asks For Password To Open
Enter Password to Open

In this tutorial, you learned how to use Google Drive’s New Spreadsheet Row as a Trigger to run a Zap. You also learned how to add security to your ebook by adding passwords and personalizing the output name using PDF.co PDF Security. Most of all, you learned how to automatically send a secure ebook to your readers.

Related Pages:

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