Organize Email Attachments into Google Drive Folders by Company with Gmail & Sheets

Description

Automated Email Attachment Organizer
Automatically process labeled emails with attachments into organized Google Drive folders

Who Is This For?
Teams or Individuals** needing to:
Automatically sort invoices, receipts, and files.
Organize client documents by date.
Verify sender emails against a whitelist.
Timestamp files to avoid duplicate names.

What Does This Workflow Solve?
🕒 Manual Email Sorting: Saves time by automating the organization of email attachments.
📂 Disorganized Cloud Storage: Ensures attachments are neatly stored in Google Drive folders.
📧 Unverified Sender Issues: Filters and validates emails using a whitelist.
🔄 Duplicate Filenames: Uses timestamps to ensure every file name is unique.

Setup Guide

1. Pre-Requisites
Whitelist Sheet**: Make a copy of the Example Whitelist Sheet
Gmail Filter**: Create a filter in Gmail to label emails with attachments.

To Create a Gmail Filter:
Open your Gmail Inbox.
Click the search bar and select "Show search options".
Enter your criteria (e.g., type has:attachment).
Click "Create filter".
Choose "Apply the label: Custom_Label" and save.

2. Credentials Setup
Make sure your n8n instance is connected with:
Gmail Account**: (via OAuth2)
Google Drive Account**: (via OAuth2)
Google Sheets** (via OAuth2)

3. Configure Your n8n Workflow Nodes

1. Trigger and Email Retrieval
Gmail Trigger**: Setup check interval and filters for emails (i.e. emails labeled with Custom_Label)

2. Whitelist settings
Lookup in Sheets**: Searches for a row with the sender email. Configure this node to point to your whitelist spreadsheet containing two columnds:
|email|company|

3. File storage location
Confirue parent folder to create sub-folders and store files into in the Create Company Folder node Parent Folder dropdown

Final Steps
Test Your Workflow: Run the workflow to verify emails are processed and files are uploaded correctly.

Happy Automating!