# Auto-file emailed documents to Clio matters in Google Drive: n8n workflow

> 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.

Source: https://millionrounds.com/workflow/auto-file-emailed-documents-to-clio-matters-in-google-drive (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Documents and files](https://millionrounds.com/workflows?category=Documents+and+files#library)

# 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](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fauto-file-emailed-documents-to-clio-matters-in-google-drive)

**21 steps** Large: read it before trusting it with anything live

**4** Branches: places the flow splits

**0** Loops or waits

**2** Services it connects to

## The flow

Logic 14 Service 7

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

- 1 **When Document Email Received** Email Read Imap *Service*
- 2 **Extract Metadata From Email** Code *Logic*
- 3 **If Email Contains Attachments** If *Logic*
- 4 **Fetch Contact By Sender Email** Http Request *Service*
- 5 **Skip Processing No Attachments** No Op *Logic*
- 6 **Filter Exact Contact Match** Code *Logic*
- 7 **If Contact Match Found** If *Logic*
- 8 **Fetch Open Matters For Contact** Http Request *Service*
- 9 **Build Manual Filing Alert** Code *Logic*
- 10 **Determine Relevant Matter** Code *Logic*
- 11 **Log Unmatched Filing Compliance** Execute Workflow *Logic*
- 12 **If Matter Match Is Confident** If *Logic*
- 13 **Notify Staff Manual Filing Needed** Email Send *Service*
- 14 **Search For Matter Folder** Google Drive *Service*
- 15 **Check Matter Folder Existence** Code *Logic*
- 16 **If Matter Folder Found** If *Logic*
- 17 **Split Attachments Into Items** Code *Logic*
- 18 **Create New Matter Folder** Google Drive *Service*
- 19 **Upload Attachment To Folder** Google Drive *Service*
- 20 **Aggregate Filed Documents Info** Code *Logic*
- 21 **Log Filing Into Compliance** Execute Workflow *Logic*

## 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.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fauto-file-emailed-documents-to-clio-matters-in-google-drive)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Email](https://millionrounds.com/workflows?service=Email#library)[Google Drive](https://millionrounds.com/workflows?service=Google+Drive#library)

## Workflows like it

Also documents and files, with the same services where possible, closest in size first.

- [**Detect and move duplicate Google Drive files with Supabase** 21 steps · Google Drive, Slack](https://millionrounds.com/workflow/detect-and-move-duplicate-google-drive-files-with-supabase)
- [**Parse Google Drive documents to RAG-ready Markdown** 20 steps · Google Drive, Supabase](https://millionrounds.com/workflow/parse-google-drive-documents-to-rag-ready-markdown)
- [**Restore workflows and credentials from remote FTP backup storage** 20 steps · Email, FTP](https://millionrounds.com/workflow/restore-workflows-and-credentials-from-remote-ftp-backup-sto)
- [**Automate legal lien documents with Gemini and Apify** 22 steps · calls a model · Gmail, Google Docs](https://millionrounds.com/workflow/automate-legal-lien-documents-with-gemini-and-apify)
- [**Classify and file email PDF documents with Gmail and Drive** 22 steps · calls a model · Gmail, Google Drive](https://millionrounds.com/workflow/classify-and-file-email-pdf-documents-with-gmail-and-drive)
- [**Document-based chatbot with OpenAI and Pinecone** 20 steps · calls a model · Airtable, Google Drive](https://millionrounds.com/workflow/document-based-chatbot-with-openai-and-pinecone)