Automation library · Documents and files

Auto-file emailed documents to Clio matters in Google Drive

Started by an arriving email, and works across Email and Google Drive. 21 steps, 4 branches: large, and worth reading before you trust it with anything live.

Large

Download free
21 stepsLarge: read it before trusting it with anything live
4Branches: places the flow splits
0Loops or waits
2Services it connects to

The flow

Logic 14Service 7

The steps in the order they run, from what starts it.

  1. 1When Document Email ReceivedEmail Read ImapService
  2. 2Extract Metadata From EmailCodeLogic
  3. 3If Email Contains AttachmentsIfLogic
  4. 4Fetch Contact By Sender EmailHttp RequestService
  5. 5Skip Processing No AttachmentsNo OpLogic
  6. 6Filter Exact Contact MatchCodeLogic
  7. 7If Contact Match FoundIfLogic
  8. 8Fetch Open Matters For ContactHttp RequestService
  9. 9Build Manual Filing AlertCodeLogic
  10. 10Determine Relevant MatterCodeLogic
  11. 11Log Unmatched Filing ComplianceExecute WorkflowLogic
  12. 12If Matter Match Is ConfidentIfLogic
  13. 13Notify Staff Manual Filing NeededEmail SendService
  14. 14Search For Matter FolderGoogle DriveService
  15. 15Check Matter Folder ExistenceCodeLogic
  16. 16If Matter Folder FoundIfLogic
  17. 17Split Attachments Into ItemsCodeLogic
  18. 18Create New Matter FolderGoogle DriveService
  19. 19Upload Attachment To FolderGoogle DriveService
  20. 20Aggregate Filed Documents InfoCodeLogic
  21. 21Log Filing Into ComplianceExecute WorkflowLogic

How it's built

Starts on
An arriving email
Steps
21, with 4 branches
Size
Large: read it before trusting it with anything live
Connects to
Email, Google Drive
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Email and Google Drive accounts. You connect your own accounts after importing it; none are included.

What starts it?

It starts on an arriving email.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Take your time. At 21 steps it is large: read it before trusting it with anything live.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 21 steps before you point it at anything that matters.