Who is this workflow for? Efficiently managing PDF attachments from your Gmail can streamline your workflow and enhance productivity. This n8n workflow automates the process of filtering specific PDF attachments using OpenAI and securely uploads them to a designated Google Drive folder. Whether you’re organizing invoices, receipts, or contracts, this automation ensures that relevant documents are systematically stored for easy access and further processing..

What does this workflow do?

  • Email Received Trigger:
  • The workflow initiates when a new email is received in Gmail using the On email received node.
  • Attachment Iteration:
  • The workflow scans through all attachments in the incoming email, identifying any PDF files.
  • Content Analysis with OpenAI:
  • Each PDF’s textual content is extracted and sent to the OpenAI node.
  • OpenAI processes the text to determine if it matches the predefined search terms, such as “invoice,” “receipt,” or “contract.”
  • Conditional Filtering:
  • Only attachments that meet the search criteria are passed to the next step.
  • Upload to Google Drive:
  • The filtered PDF attachments are uploaded to a specified folder in Google Drive using the Google Drive node.
  • This ensures that relevant documents are stored in their appropriate locations for easy access and management.

🤖 Why Use This Automation Workflow?

  • Automated Filtering: Leverage OpenAI’s capabilities to accurately identify and filter PDF attachments based on customizable search terms.
  • Seamless Integration: Connect Gmail and Google Drive effortlessly, eliminating manual sorting and saving valuable time.
  • Scalability: Easily adapt the workflow to accommodate various types of PDF documents as your needs evolve.

👨‍💻 Who is This Workflow For?

This workflow is ideal for professionals and organizations that regularly handle PDF documents via email and seek to automate their storage and organization processes. It caters to:

  • Accountants and Bookkeepers: Automatically sort and store invoices and receipts.
  • Legal Professionals: Manage and archive contracts and legal documents efficiently.
  • Administrative Assistants: Streamline document handling to maintain organized records.

🎯 Use Cases

  1. Invoice Management: Automatically upload invoices received via Gmail to a dedicated Google Drive folder for accounting purposes.
  2. Contract Organization: Filter and store incoming contracts, ensuring they are readily accessible for future reference.
  3. Receipt Tracking: Efficiently manage expense receipts by categorizing and saving them in an organized Drive directory.

TL;DR

This n8n workflow leverages the power of OpenAI to intelligently filter PDF attachments from Gmail and automates their storage in Google Drive. By setting up this automation, you can ensure that important documents are systematically organized, reducing manual effort and enhancing your document management efficiency. Customize the search terms to fit your specific needs and maintain a streamlined workflow tailored to your professional requirements.

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