PERSONAL PRODUCTIVITY
File Outlook attachments to Drive and open a review task
Catches emails carrying attachments, saves the files to an organized Google Drive folder, summarizes what each document contains.
How it runs
The automated pipeline, trigger to output.
- TriggerNew Outlook email arrivesOutlook
- LogicExit if no attachments present
- ActionUpload attachments to Google Drive folderGoogle Drive
- ActionSummarize document and propose task titleOpenAI
- ActionCreate Asana review task with Drive linkAsana
- OutputReturn task and file linksAsana
What it does
Document-bearing emails create two jobs: store the file and remember to act on it. This workflow does both. It detects emails with attachments, uploads each file to a dated Google Drive folder, uses an LLM to summarize the document's contents, and opens an Asana review task linking straight to the stored copy so the work item and the source file never drift apart.
When to use it
Use it when contracts, invoices, reports, or specs arrive by email and routinely get lost in the inbox instead of being filed and acted on. It suits ops, finance, and legal coordinators who handle a steady stream of inbound documents.
How it works
- 1A new Outlook email triggers the run.
- 2A logic step checks for attachments and exits if there are none.
- 3A Google Drive action uploads each attachment into an organized folder.
- 4An OpenAI step summarizes the document and proposes a task title.
- 5An Asana action creates a review task carrying the summary and the Drive link.
- 6The task and stored-file links are returned as output.
Set it up
What you configure once, before turning it on.
- 1Connect OutlookMail, calendar, contacts.
- 2Connect Google DriveDocs, sheets, slides, files.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect AsanaTasks, projects, milestones — everywhere.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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