PERSONAL PRODUCTIVITY

Turn Emails With Attachments Into Trello Cards With Saved Files

When an email with attachments arrives, saves the files to Google Drive, summarizes the request with AI, and creates a Trello card linking the stored files plus a due date.

CategoryPersonal Productivity
Enginesim
Difficultyintermediate
Triggerevent
Steps5
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerEmail with attachments received in GmailGmailGmail
  • LogicConfirm attachments present, skip if none
  • ActionSave attachments to dated Google Drive folderGoogle DriveGoogle Drive
  • ActionSummarize request and extract deadline (OpenAI)OpenAI
  • OutputCreate Trello card linking saved files and due dateTrelloTrello

What it does

Emails that carry documents (invoices, signed contracts, briefs) usually mean work plus a file you need to keep. This flow catches incoming mail that has attachments, saves each file to a dated Google Drive folder, uses AI to summarize what the email is asking for and detect any deadline, and then creates a Trello card that links straight to the stored files so nothing is buried in your inbox.

When to use it

Reach for this when the actionable part of your email comes with documents you must retain and reference later. It suits finance, legal, and operations roles that process a steady stream of attachment-heavy requests.

How it works

  1. 1An email with one or more attachments arrives in Gmail and triggers the flow.
  2. 2A logic step confirms attachments are present and skips plain emails.
  3. 3Each attachment is uploaded to a dated folder in Google Drive.
  4. 4OpenAI summarizes the request and extracts any deadline.
  5. 5A Trello card is created with the summary, links to the saved files, and the due date.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect GmailRead, draft, send, label.
  2. 2
    Connect Google DriveDocs, sheets, slides, files.
  3. 3
    Connect OpenAIModels, embeddings, files.
  4. 4
    Connect TrelloKanban boards for everything.
  5. 5
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  6. 6
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  7. 7
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

Run this workflow in your colony.

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