Classify documents with Gemini and organize them in Google Drive

Who is this for

Accountants and office managers who want to automatically classify and organize documents in Google Drive.

What this workflow does

Retrieves files from a Google Drive inbox folder, classifies each using Gemini 2.5 Flash OCR, then renames, moves, and logs them.

Get inbox files → Loop through files → Download file fetches files one by one. Check file type routes PDFs and images to Convert to Base64; unsupported formats go to Handle unsupported format → Send error notification → Log error to sheet for manual review.

Gemini OCR classification classifies the document and Parse AI response extracts the result. If Classification check passes, Generate filename → Rename file → Move to folder organizes the file, and Log to spreadsheet records it in Google Sheets. If Has deadline? finds a due date, Add to calendar creates a Google Calendar event and Send deadline alert sends a Gmail reminder.

How to set up

1. Set your inbox folder ID in Get inbox files.
2. Add a Gemini API key as a Query Auth credential (name: key).
3. Set folder IDs for each document type in Generate filename.
4. Set your spreadsheet ID in Log to spreadsheet and Log error to sheet.
5. Set calendar and email in Add to calendar, Send deadline alert, and Send error notification.

Requirements

• Google Drive, Google Sheets, Google Calendar, and Gmail accounts
• Gemini API key (Google AI Studio)

How to customize

• Edit the prompt in Gemini OCR classification to change document categories.
• Adjust the confidence threshold (default: 0.6) in Parse AI response.
• Modify the naming pattern in Generate filename.