Automation library · Documents and files

Classify and route email attachments with Gmail

Started by an arriving email, and works across Gmail, Google Drive, Google Sheets and Slack. 18 steps, 1 branch: a working afternoon to understand properly.

Medium

18 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
4Services it connects to

The flow

Starts it 1Logic 7Service 10

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

  1. 1Gmail TriggerGmail triggerStarts it
  2. 2easybits: Classify DocumentEasybits ExtractorService
  3. 3Merge: Invoice BinaryMergeLogic
  4. 4Merge: Invoice Data + FileMergeLogic
  5. 5Merge: Contract BinaryMergeLogic
  6. 6Merge: Purchase Order BinaryMergeLogic
  7. 7Merge: Contract Data + FileMergeLogic
  8. 8Merge: Purchase Order Data + FileMergeLogic
  9. 9Route by Document TypeSwitchLogic
  10. 10easybits: Extract InvoiceEasybits ExtractorService
  11. 11Upload Invoice to DriveGoogle DriveService
  12. 12easybits: Extract ContractEasybits ExtractorService
  13. 13Extractor: Purchase OrdersEasybits ExtractorService
  14. 14Upload Contract to DriveGoogle DriveService
  15. 15Upload Purchase Order to DriveGoogle DriveService
  16. 16Update Master Finance SheetGoogle SheetsService
  17. 17Slack: Notify Sales – New ContractSlackService
  18. 18Slack: Notify Team – Restock UpdateSlackService

How it's built

Starts on
An arriving email
Steps
18, with 1 branch
Size
Medium: a working afternoon
Connects to
Gmail, Google Drive, Google Sheets, Slack
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Drive, Google Sheets and Slack 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?

Plan an afternoon. 18 steps is enough that you should read each one before running it.

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 18 steps before you point it at anything that matters.