Organize Email Attachments into Google Drive Folders by Company with Gmail & Sheets Workflow Solution

Workflow overview

Why this workflow matters

Relevant for managed services and support workflows. Supports knowledge capture and document intelligence use cases.

Automated Email Attachment Organizer Automatically process labeled emails with attachments into organized Google Drive folders Who Is This For? Teams or Individuals** needing to: Automatically sort invoices, receipts, and files. Organize client documents by date. Verify sender emails against a whitelist. Timestamp files to avoid duplicate names. What Does This Workflow Solve? 🕒 Manual Email Sorting: Saves time by automating the organization of email attachments. 📂 Disorganized Cloud Storage: Ensures attachments are neatly stored in Google Drive folders. 📧 Unverified Sender Issues: Filters and validates emails using a whitelist. 🔄 Duplicate Filenames: Uses timestamps to ensure every file name is unique. Setup Guide 1. Pre-Requisites Whitelist Sheet**: Make a copy of the Example Whitelist Sheet Gmail Filter**: Create a filter in Gmail to label emails with attachments. To Create a Gmail Filter: Open your Gmail Inbox. Click the search bar and select "Show search options". Enter your criteria (e.g., type has:attachment). Click "Create filter". Choose "Apply the label: Custom_Label" and save. 2. Credentials Setup Make sure your AlekSystem instance is connected with: Gmail Account**: (via OAuth2) Google Drive Account**: (via OAuth2) Google Sheets** (via OAuth2) 3. Configure Your AlekSystem Workflow Nodes 1. Trigger and Email Retrieval Gmail Trigger**: Setup check interval and filters for emails (i.e. emails labeled with Custom_Label) 2. Whitelist settings Lookup in Sheets**: Searches for a row with the sender email. Configure this node to point to your whitelist spreadsheet containing two columnds: |email|company| 3. File storage location Confirue parent folder to create sub-folders and store files into in the Create Company Folder node Parent Folder dropdown Final Steps Test Your Workflow: Run the workflow to verify emails are processed and files are uploaded correctly. Happy Automating!

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