Workflow overview
Why this workflow matters
Relevant for managed services and support workflows. Supports knowledge capture and document intelligence use cases.
Automatically extract structured information from emails using AI-powered document analysis. This workflow processes emails from specified domains, classifies them by type, and extracts structured data from various attachment formats. Who is this for Operations teams, coordinators, and business professionals who receive proposals or reports from multiple sources via email and need to consolidate the information into a structured database. What this workflow does Monitors Gmail every 30 minutes for emails from specified domains Classifies emails into three categories based on customizable keywords Processes attachments intelligently based on file type and email classification Extracts structured data: dates, times, names, amounts, and other fields Saves to Google Sheets with full metadata and classification Labels processed emails in Gmail for tracking Setup requirements Gmail OAuth2 credentials OpenAI API key (GPT-4 Vision) Google Sheets OAuth2 credentials AWS S3 bucket for temporary image storage ConvertAPI account for PPTX/PDF conversion How to customize Edit the domain list and classification keywords in the code nodes to adapt for your specific use case.
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