Gmail Workflows

by claude-office-skills9c4c7d5cd281MIT499 starsListed Oct 8, 2026Updated Oct 8, 2026Repository updated 8 months ago

Automate Gmail with intelligent workflows - attachment management, email organization, auto-archiving, and Google Drive integration

Instructions onlyProductivity & Workflow Communication

AI-generated overview

Designs Gmail automation workflows for attachments, labeling, archiving, and Google Drive sync.

What it does: This skill provides templates and configuration patterns for building Gmail automation workflows, including attachment extraction, email filtering and labeling, auto-archiving, and Google Drive uploads. It also covers invoice collection, client email organization, and email metrics reporting. It produces workflow designs, YAML configurations, and example scripts rather than running them itself.
When to use it: Use it when planning or documenting Gmail automation, such as routing attachments to Drive, organizing client or project email, or tracking email metrics. It suits users who want reusable workflow patterns for n8n, Google Apps Script, or Google Workspace MCP tools.
Requirements: Requires a Google Workspace MCP server with Gmail and Drive tools, or n8n or Google Apps Script for implementation. Gmail and Google Drive OAuth credentials are needed. No scripts ship with the skill; it contains instructions and configuration examples only.

Gmail Workflows

Automate Gmail with intelligent workflows for attachment management, email organization, and Google Drive integration. Based on n8n's 7,800+ workflow templates.

Overview

This skill helps you design and implement Gmail automation workflows that:

Automatically save attachments to Google Drive
Organize emails with smart labeling
Archive processed emails
Send notifications via Slack/Email
Track email metrics

Core Workflow Templates

1. Gmail Attachment Manager

Purpose: Automatically extract attachments from emails and save to Google Drive

Workflow Steps:

┌─────────────┐    ┌─────────────┐    ┌─────────────┐    ┌─────────────┐│ Gmail       │───▶│ Filter by   │───▶│ Extract     │───▶│ Upload to   ││ Trigger     │    │ Criteria    │    │ Attachments │    │ Google Drive│└─────────────┘    └─────────────┘    └─────────────┘    └─────────────┘                                                                │                         ┌─────────────┐    ┌─────────────┐    │                         │ Send        │◀───│ Apply Label │◀───┘                         │ Notification│    │ & Archive   │                         └─────────────┘    └─────────────┘

┌─────────────┐    ┌─────────────┐    ┌─────────────┐    ┌─────────────┐│ Gmail       │───▶│ Filter by   │───▶│ Extract     │───▶│ Upload to   ││ Trigger     │    │ Criteria    │    │ Attachments │    │ Google Drive│└─────────────┘    └─────────────┘    └─────────────┘    └─────────────┘                                                                │                         ┌─────────────┐    ┌─────────────┐    │                         │ Send        │◀───│ Apply Label │◀───┘                         │ Notification│    │ & Archive   │                         └─────────────┘    └─────────────┘

Configuration:

yaml

trigger:  type: gmail_new_email  filters:    has_attachment: true    from: ["*@company.com", "*@vendor.com"]    subject_contains: ["invoice", "report", "contract"]
actions:  - extract_attachments:      file_types: [pdf, xlsx, docx, csv]      max_size_mb: 25    - upload_to_drive:      folder_path: "/Attachments/{year}/{month}"      naming_pattern: "{filename}_{sender}_{date}"      create_folder_if_missing: true    - organize_email:      apply_label: "Processed/Attachments"      mark_as_read: true      archive: true    - notify:      channel: slack      message: "New attachment saved: {filename} from {sender}"

trigger:  type: gmail_new_email  filters:    has_attachment: true    from: ["*@company.com", "*@vendor.com"]    subject_contains: ["invoice", "report", "contract"]
actions:  - extract_attachments:      file_types: [pdf, xlsx, docx, csv]      max_size_mb: 25    - upload_to_drive:      folder_path: "/Attachments/{year}/{month}"      naming_pattern: "{filename}_{sender}_{date}"      create_folder_if_missing: true    - organize_email:      apply_label: "Processed/Attachments"      mark_as_read: true      archive: true    - notify:      channel: slack      message: "New attachment saved: {filename} from {sender}"

Best Practices:

Use specific sender filters to avoid processing spam
Set file size limits to prevent storage issues
Use date-based folder structure for easy retrieval
Enable duplicate detection to avoid redundant uploads

2. Invoice Auto-Archiver

Purpose: Automatically collect and organize invoices from email

Workflow Steps:

Gmail Trigger → Detect Invoice → Extract PDF → OCR/Parse → Save to Drive → Update Spreadsheet → Archive Email

Gmail Trigger → Detect Invoice → Extract PDF → OCR/Parse → Save to Drive → Update Spreadsheet → Archive Email

Configuration:

yaml

trigger:  subject_patterns:    - "invoice"    - "bill"    - "statement"    - "付款"    - "发票"
processing:  - detect_invoice:      methods: [subject_keywords, attachment_name, sender_domain]    - extract_data:      fields: [invoice_number, amount, date, vendor, due_date]      use_ocr: true    - save_to_drive:      folder: "/Finance/Invoices/{year}/{vendor}"      naming: "{date}_{vendor}_{amount}"    - update_tracker:      spreadsheet: "Invoice Tracker"      columns: [Date, Vendor, Amount, Invoice#, Status, File_Link]    - archive:      label: "Finance/Invoices"      star: true

trigger:  subject_patterns:    - "invoice"    - "bill"    - "statement"    - "付款"    - "发票"
processing:  - detect_invoice:      methods: [subject_keywords, attachment_name, sender_domain]    - extract_data:      fields: [invoice_number, amount, date, vendor, due_date]      use_ocr: true    - save_to_drive:      folder: "/Finance/Invoices/{year}/{vendor}"      naming: "{date}_{vendor}_{amount}"    - update_tracker:      spreadsheet: "Invoice Tracker"      columns: [Date, Vendor, Amount, Invoice#, Status, File_Link]    - archive:      label: "Finance/Invoices"      star: true

3. Client Communication Organizer

Purpose: Automatically organize client emails by project/client

Configuration:

yaml

rules:  - name: "Client A Emails"    condition:      from_domain: "clienta.com"    actions:      - apply_label: "Clients/Client A"      - forward_to: "[email protected]"      - save_attachments: "/Clients/Client A/{subject}"
  - name: "Project X Updates"    condition:      subject_contains: ["Project X", "PX-"]    actions:      - apply_label: "Projects/Project X"      - add_to_task: "Project X Board"      - notify_slack: "#project-x"
  - name: "Urgent Requests"    condition:      subject_contains: ["URGENT", "ASAP", "紧急"]      is_unread: true    actions:      - apply_label: "Priority/Urgent"      - send_sms: "+1234567890"      - move_to_inbox: true

rules:  - name: "Client A Emails"    condition:      from_domain: "clienta.com"    actions:      - apply_label: "Clients/Client A"      - forward_to: "[email protected]"      - save_attachments: "/Clients/Client A/{subject}"
  - name: "Project X Updates"    condition:      subject_contains: ["Project X", "PX-"]    actions:      - apply_label: "Projects/Project X"      - add_to_task: "Project X Board"      - notify_slack: "#project-x"
  - name: "Urgent Requests"    condition:      subject_contains: ["URGENT", "ASAP", "紧急"]      is_unread: true    actions:      - apply_label: "Priority/Urgent"      - send_sms: "+1234567890"      - move_to_inbox: true

4. Email Analytics Dashboard

Purpose: Track email metrics and generate reports

Metrics to Track:

yaml

daily_metrics:  - emails_received: count(inbox)  - emails_sent: count(sent)  - response_time_avg: avg(reply_time)  - unread_count: count(unread)  - attachment_count: count(has_attachment)
weekly_report:  - top_senders: group_by(from, count)  - busiest_hours: group_by(hour, count)  - label_distribution: group_by(label, count)  - response_rate: sent / received
automation:  - schedule: "every Monday 9am"  - output: Google Sheets  - notify: Slack #email-metrics

daily_metrics:  - emails_received: count(inbox)  - emails_sent: count(sent)  - response_time_avg: avg(reply_time)  - unread_count: count(unread)  - attachment_count: count(has_attachment)
weekly_report:  - top_senders: group_by(from, count)  - busiest_hours: group_by(hour, count)  - label_distribution: group_by(label, count)  - response_rate: sent / received
automation:  - schedule: "every Monday 9am"  - output: Google Sheets  - notify: Slack #email-metrics

Implementation Guide

Using n8n

javascript

// n8n Workflow: Gmail to Google Drive{  "nodes": [    {      "name": "Gmail Trigger",      "type": "n8n-nodes-base.gmailTrigger",      "parameters": {        "pollTimes": { "item": [{ "mode": "everyMinute" }] },        "filters": { "labelIds": ["INBOX"] }      }    },    {      "name": "Filter Attachments",      "type": "n8n-nodes-base.if",      "parameters": {        "conditions": {          "boolean": [{            "value1": "={{ $json.hasAttachment }}",            "value2": true          }]        }      }    },    {      "name": "Get Attachments",      "type": "n8n-nodes-base.gmail",      "parameters": {        "operation": "getAttachments",        "messageId": "={{ $json.id }}"      }    },    {      "name": "Upload to Drive",      "type": "n8n-nodes-base.googleDrive",      "parameters": {        "operation": "upload",        "folderId": "your-folder-id",        "name": "={{ $json.filename }}"      }    }  ]}

// n8n Workflow: Gmail to Google Drive{  "nodes": [    {      "name": "Gmail Trigger",      "type": "n8n-nodes-base.gmailTrigger",      "parameters": {        "pollTimes": { "item": [{ "mode": "everyMinute" }] },        "filters": { "labelIds": ["INBOX"] }      }    },    {      "name": "Filter Attachments",      "type": "n8n-nodes-base.if",      "parameters": {        "conditions": {          "boolean": [{            "value1": "={{ $json.hasAttachment }}",            "value2": true          }]        }      }    },    {      "name": "Get Attachments",      "type": "n8n-nodes-base.gmail",      "parameters": {        "operation": "getAttachments",        "messageId": "={{ $json.id }}"      }    },    {      "name": "Upload to Drive",      "type": "n8n-nodes-base.googleDrive",      "parameters": {        "operation": "upload",        "folderId": "your-folder-id",        "name": "={{ $json.filename }}"      }    }  ]}

Using Google Apps Script

javascript

// Gmail to Drive Automationfunction processNewEmails() {  const threads = GmailApp.search('has:attachment is:unread');  const targetFolder = DriveApp.getFolderById('FOLDER_ID');    threads.forEach(thread => {    const messages = thread.getMessages();    messages.forEach(message => {      const attachments = message.getAttachments();      attachments.forEach(attachment => {        // Save to Drive        const file = targetFolder.createFile(attachment);                // Rename with date and sender        const newName = `${Utilities.formatDate(message.getDate(), 'GMT', 'yyyy-MM-dd')}_${message.getFrom()}_${attachment.getName()}`;        file.setName(newName);      });            // Mark as processed      message.markRead();      thread.addLabel(GmailApp.getUserLabelByName('Processed'));    });  });}
// Set up triggerfunction setupTrigger() {  ScriptApp.newTrigger('processNewEmails')    .timeBased()    .everyMinutes(5)    .create();}

// Gmail to Drive Automationfunction processNewEmails() {  const threads = GmailApp.search('has:attachment is:unread');  const targetFolder = DriveApp.getFolderById('FOLDER_ID');    threads.forEach(thread => {    const messages = thread.getMessages();    messages.forEach(message => {      const attachments = message.getAttachments();      attachments.forEach(attachment => {        // Save to Drive        const file = targetFolder.createFile(attachment);                // Rename with date and sender        const newName = `${Utilities.formatDate(message.getDate(), 'GMT', 'yyyy-MM-dd')}_${message.getFrom()}_${attachment.getName()}`;        file.setName(newName);      });            // Mark as processed      message.markRead();      thread.addLabel(GmailApp.getUserLabelByName('Processed'));    });  });}
// Set up triggerfunction setupTrigger() {  ScriptApp.newTrigger('processNewEmails')    .timeBased()    .everyMinutes(5)    .create();}

Common Workflow Patterns

Pattern 1: Filter → Process → Organize → Notify

Email arrives    │    ▼┌─────────────────┐│ Apply Filters   │ → Skip if doesn't match│ (sender, subject││  attachment)    │└────────┬────────┘         │         ▼┌─────────────────┐│ Process Content │ → Extract data, attachments│                 │└────────┬────────┘         │         ▼┌─────────────────┐│ Organize        │ → Save files, apply labels│                 │└────────┬────────┘         │         ▼┌─────────────────┐│ Notify          │ → Slack, email, SMS│                 │└─────────────────┘

Email arrives    │    ▼┌─────────────────┐│ Apply Filters   │ → Skip if doesn't match│ (sender, subject││  attachment)    │└────────┬────────┘         │         ▼┌─────────────────┐│ Process Content │ → Extract data, attachments│                 │└────────┬────────┘         │         ▼┌─────────────────┐│ Organize        │ → Save files, apply labels│                 │└────────┬────────┘         │         ▼┌─────────────────┐│ Notify          │ → Slack, email, SMS│                 │└─────────────────┘

Pattern 2: Batch Processing

yaml

schedule: "daily at 6am"steps:  1. Collect all unprocessed emails from last 24h  2. Group by category (invoices, reports, misc)  3. Batch upload to respective Drive folders  4. Generate summary report  5. Send daily digest to stakeholders

schedule: "daily at 6am"steps:  1. Collect all unprocessed emails from last 24h  2. Group by category (invoices, reports, misc)  3. Batch upload to respective Drive folders  4. Generate summary report  5. Send daily digest to stakeholders

Pattern 3: Conditional Routing

yaml

conditions:  - if: attachment_type == "pdf" AND subject contains "invoice"    then: route_to_finance_folder    - if: from_domain in ["important-client.com"]    then: priority_handling + immediate_notification    - if: attachment_size > 10MB    then: save_to_large_files_folder + skip_backup    - default:    then: standard_processing

conditions:  - if: attachment_type == "pdf" AND subject contains "invoice"    then: route_to_finance_folder    - if: from_domain in ["important-client.com"]    then: priority_handling + immediate_notification    - if: attachment_size > 10MB    then: save_to_large_files_folder + skip_backup    - default:    then: standard_processing

Troubleshooting

Common Issues

Issue	Solution
Attachments not detected	Check MIME type filters, increase trigger frequency
Duplicate files	Enable deduplication by hash or filename
Rate limits	Reduce trigger frequency, use batch processing
Permission errors	Re-authorize OAuth credentials
Large files failing	Set size limits, use chunked upload

Security Considerations

OAuth Scopes: Request minimal permissions
- gmail.readonly for reading
- gmail.modify for labels/archive
- drive.file for Drive access
Data Privacy:
- Don't log email content
- Use secure storage for credentials
- Implement retention policies
Access Control:
- Limit who can modify workflows
- Audit automation activities
- Use separate service accounts

Output Example

Daily Email Report:

markdown

# Email Activity Report - 2026-01-30
## Summary- Emails Received: 47- Emails Sent: 23- Attachments Processed: 12- Average Response Time: 2.3 hours
## Attachment Processing| File | Sender | Saved To | Time ||------|--------|----------|------|| Invoice_Jan.pdf | [email protected] | /Finance/Invoices | 09:15 || Report_Q4.xlsx | [email protected] | /Reports/Q4 | 10:30 || Contract_v2.docx | [email protected] | /Contracts | 14:22 |
## Labels Applied- Finance/Invoices: 5 emails- Projects/Active: 12 emails- Clients/Priority: 8 emails
## Pending Actions- 3 emails require manual review- 2 large attachments need approval

# Email Activity Report - 2026-01-30
## Summary- Emails Received: 47- Emails Sent: 23- Attachments Processed: 12- Average Response Time: 2.3 hours
## Attachment Processing| File | Sender | Saved To | Time ||------|--------|----------|------|| Invoice_Jan.pdf | [email protected] | /Finance/Invoices | 09:15 || Report_Q4.xlsx | [email protected] | /Reports/Q4 | 10:30 || Contract_v2.docx | [email protected] | /Contracts | 14:22 |
## Labels Applied- Finance/Invoices: 5 emails- Projects/Active: 12 emails- Clients/Priority: 8 emails
## Pending Actions- 3 emails require manual review- 2 large attachments need approval

Gmail Workflows Skill - Part of Claude Office Skills

Source and attribution

Source:claude-office-skills/skillsingmail-workflowsat commit9c4c7d5

License: MIT

Content belongs to its original authors. SourceWeft indexes it from a public repository.

Report or request removal

Gmail Workflows

Gmail Workflows

Overview

Core Workflow Templates

1. Gmail Attachment Manager

2. Invoice Auto-Archiver

3. Client Communication Organizer

4. Email Analytics Dashboard

Implementation Guide

Using n8n

Using Google Apps Script

Common Workflow Patterns

Pattern 1: Filter → Process → Organize → Notify

Pattern 2: Batch Processing

Pattern 3: Conditional Routing

Troubleshooting

Common Issues

Security Considerations

Output Example

Source and attribution

More from claude-office-skills/skills

Whatsapp Automation

Xlsx Manipulation

Web Search

Weekly Report

Tiktok Marketing

Template Engine

More in Productivity & Workflow

Notion Spec To Implementation

Notion Research Documentation

Notion Meeting Intelligence

Linear

Define Goal

Smb Onboard