Overview
Auto-File Attachments automatically saves and organizes email attachments to your Google Drive or OneDrive. When you receive an email with attachments, the AI determines the right folder and files it for you. No more manually downloading and sorting files.Getting Started
1. Connect your drive
Navigate to Attachments in the left sidebar. You’ll be prompted to connect either:- Google Drive
- OneDrive / SharePoint
2. Set up folders
After connecting your drive, set up the folders you want files organized into. You can:- Select existing folders from your drive
- Create new folders directly from the Inbox Zero interface
| Folder | Description |
|---|---|
| Receipts | Purchase receipts, invoices, and payment confirmations |
| Contracts | Signed agreements, proposals, and legal documents |
| Travel | Flight confirmations, hotel bookings, and itineraries |
3. Enable auto-filing
Once your folders are configured, enable auto-filing. The AI will start processing attachments from incoming emails.How It Works
- When an email arrives with attachments, the AI analyzes the attachment (filename, content, and email context)
- It matches the attachment to one of your configured folders
- The file is uploaded to the correct folder in your drive
- You receive a notification (via email or Slack) confirming where it was filed
When the AI is unsure
If the AI can’t confidently determine the right folder, it will ask you. You’ll receive an email notification with the filename and the AI’s reasoning. Simply reply to the email to tell it where to put the file, and it will learn from your correction for next time.Correcting a filing
If a file was put in the wrong folder, you can reply to the notification email with the correct location. The AI supports:- Approve the filing if it got it right
- Move to a different folder
- Undo the filing if it shouldn’t have been filed at all
Supported File Types
The AI can analyze the content of these file types to make smarter filing decisions:- PDF documents
- Word documents (.docx)
- Plain text files
Slack Notifications
If you’ve connected Slack (see Slack Integration), you can receive filing notifications in a Slack channel. This gives you a quick log of everything being filed without cluttering your inbox.Tips
- Write clear folder descriptions. The more specific, the better the AI’s filing accuracy
- Start with a few broad folders and add more specific ones as needed
- Check the filing history on the Attachments page to see what’s been filed and correct any mistakes