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:

1. Open your Gmail Inbox.
2. Click the search bar and select "Show search options".
3. Enter your criteria (e.g., type has:attachment).
4. Click "Create filter".
5. Choose "Apply the label: Custom_Label" and save.

2. Credentials Setup

Make sure your n8n instance is connected with:

• Gmail Account: (via OAuth2)
• Google Drive Account: (via OAuth2)
• Google Sheets (via OAuth2)

3. Configure Your n8n 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

1. Test Your Workflow: Run the workflow to verify emails are processed and files are uploaded correctly.

Happy Automating!