DOCUMENT OPS
Classify Outlook attachments and file to Dropbox by document type
Watches a shared Outlook inbox, classifies each PDF attachment as a contract, purchase order, or invoice.
How it runs
The automated pipeline, trigger to output.
- TriggerNew Outlook email with attachmentOutlook
- ActionDownload PDF and extract textOutlook
- ActionClassify document type (zero-shot)Hugging Face
- LogicMap label to Dropbox folder
- LogicBuild standardized filename
- OutputUpload renamed file to Dropbox folderDropbox
What it does
Turns a messy shared inbox into a tidy document library. Every attachment that lands in the monitored Outlook mailbox is read, classified by type, and dropped into the right Dropbox folder under a consistent naming scheme so finance and legal never hunt through email again.
When to use it
Use it when vendors, clients, and partners email contracts, POs, and invoices to a single ops or AP address and someone is manually sorting them into folders. Ideal for teams standardizing on Dropbox as the system of record for paperwork.
How it works
- 1A new Outlook message with one or more attachments triggers the run.
- 2Each PDF is downloaded and its text is extracted.
- 3A Hugging Face zero-shot text classifier scores the content against the labels contract, purchase order, and invoice.
- 4A logic step picks the winning label and maps it to a destination Dropbox folder.
- 5The file is renamed using the pattern `{type}_{sender-domain}_{yyyy-mm-dd}_{subject-slug}.pdf`.
- 6The renamed file is uploaded to the correct Dropbox folder, completing the filing.
Set it up
What you configure once, before turning it on.
- 1Connect OutlookMail, calendar, contacts.
- 2Connect Hugging FaceModels, datasets, spaces — the open-source hub.
- 3Connect DropboxFiles and folders.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
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