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Library / Documents, PDF & OCR

Documents, PDF & OCR

Save Gmail Attachments to Drive and Sheets with OpenAI

When an email arrives, it uploads the PDF to Google Drive, renames and files it, extracts details with OpenAI and logs to Sheets.

What it does

# Attachments Gmail to drive and google sheets ## Overview Automated workflow: Attachments Gmail to drive and google sheets. This workflow integrates 13 different services: stickyNote, httpRequest, gmailTrigger, chainLlm, googleDrive. It contains 25 nodes and follows best practices for error handling and security. ## Workflow Details - Total Nodes: 25 - Node Types: 13 - Error Handling: ✅ Implemented - Security: ✅ Hardened (no sensitive data) - Documentation: ✅ Complete ## Node Breakdown - Sticky Note: stickyNote - Gmail Trigger1: gmailTrigger - Setup1: set - Upload PDF to Drive1: httpRequest - Rename file1: googleDrive - Move to the correct folder1: googleDrive - Gmail: gmail - Extract from File2: extractFromFile - Google Drive: googleDrive - OpenAI Model: lmOpenAi - ... and 15 more nodes ## Usage Instructions 1. Configure Credentials: Set up all required API keys and credentials 2. Update Variables: Replace any placeholder values with actual data 3. Test Workflow: Run in test mode to verify functionality 4. Deploy: Activate the workflow for production use ## Security Notes - All sensitive data has been removed or replaced with placeholders - Error handling is implemented for reliability - Follow security best practices when configuring credentials ## Troubleshooting - Check error logs if workflow fails - Verify all credentials are properly configured - Ensure all required services are accessible

The steps

  1. Gmail Trigger1
  2. Setup1
  3. Upload PDF to Drive1
  4. Rename file1
  5. Move to the correct folder1
  6. Gmail
  7. Extract from File2
  8. Google Drive
  9. OpenAI Model
  10. Structured Output Parser
  11. Append to Reconciliation Sheet
  12. Map Output
  13. Apply Data Extraction Rules
  14. Only invoice mails with attachments

30 steps in total.

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