Cross-Platform Auto-Save Email Attachments by Keyword
Hands-free organization, cross-platform efficiency and time-saving.
This workflow automatically scans incoming emails across both Google and Microsoft environments, classifies the attachments using AI, and saves them into the correct cloud folder — whether on Google Drive or OneDrive. By detecting document types such as invoices, receipts, purchase orders, or order forms, it ensures every file lands in the right place without manual sorting.
Documentation
Tired of digging through your inbox to find the right attachment? This workflow acts like your personal digital assistant by scanning every new email, identifying attachments, and instantly saving them into the right folder in your connected drives. It uses GPT-4-powered document classification to distinguish between receipts, invoices, POs, and more, then auto-organizes them in your chosen workspace (Google Drive or Microsoft OneDrive). Whether your business runs on Google Workspace, Microsoft 365, or both, this cross-platform automation keeps your files tidy, accessible, and AI-sorted.