This workflow automates the process of filtering and managing PDF attachments received via Gmail. It listens for incoming emails, identifies PDF files, reads their content, and uses OpenAI to determine if they match a specified search term such as ‘invoice’ or ‘payslip’. If a match is found, the PDF is uploaded to a specific Google Drive folder for organized storage and further processing. This automation is particularly useful for streamlining document management workflows, such as automatically collecting invoices, receipts, or contracts received via email for easy access and processing. The workflow features nodes for email trigger, attachment iteration, file type validation, text extraction from PDFs, AI-powered content filtering, and cloud file storage integration.
Automated PDF Filtering and Upload from Gmail
Node Count | 11 – 20 Nodes |
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Nodes Used | code, gmailTrigger, googleDrive, if, merge, noOp, openAi, readPDF, set, stickyNote |
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