Automate PDF Filing from Gmail to Google Drive with AI
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Seamlessly process incoming PDF attachments from your Gmail inbox. This workflow intelligently identifies specific PDF types using AI and automatically files them into your designated Google Drive folder, streamlining document management.
About This Workflow
Tired of manually sifting through your emails to find and organize important PDF documents? This powerful n8n workflow automates the entire process. It connects to your Gmail account, scans incoming emails for PDF attachments, and leverages the intelligence of OpenAI to determine if a PDF matches a specific keyword you define (e.g., 'invoice', 'receipt', 'payslip'). If a match is found, the workflow then securely uploads the PDF directly to a pre-configured folder in your Google Drive. This eliminates tedious manual sorting and ensures your critical documents are always organized and accessible, saving you valuable time and reducing the risk of errors.
Key Features
- Intelligent PDF Identification: Uses OpenAI to accurately identify PDF documents based on your custom search terms.
- Automated Email Monitoring: Triggers automatically when new emails arrive in your Gmail inbox.
- Direct Google Drive Integration: Seamlessly uploads matched PDF attachments to a specified Google Drive folder.
- Customizable Search Terms: Easily adjust the keyword used for PDF matching to suit your needs.
- Attachment Handling: Processes and iterates through all attachments in an email.
How To Use
- Connect Gmail: Set up your Gmail trigger node with your Google account credentials to monitor incoming emails.
- Configure Matching Criteria: In the 'Configure' node, define the
Match onkeyword (e.g., 'invoice', 'payslip') that OpenAI should look for within the PDF text. - Set Google Drive Destination: Specify the
Google Drive folder to upload matched PDFsby providing the folder's URL in the 'Configure' node. - Adjust OpenAI Settings (Optional): If needed, tweak the
maxTokenSizeandreplyTokenSizein the 'Configure' node for the OpenAI API call. - Authorize OpenAI and Google Drive: Ensure your OpenAI and Google Drive credentials are correctly configured within n8n.
- Run the Workflow: Once set up, the workflow will automatically trigger on new emails, identify matching PDFs, and file them to your Google Drive.
Apps Used
Workflow JSON
{
"id": "0b210af2-987d-41ff-bfc4-474563ad1b56",
"name": "Automate PDF Filing from Gmail to Google Drive with AI",
"nodes": 19,
"category": "Operations",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: 0b210af2-987d...
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