Set Up Auto-Filing
Connect a Drive
Open Attachments in the left sidebar and connect one of the supported storage providers:- Google Drive
- Microsoft OneDrive or SharePoint
Select Folders
Choose existing folders or create folders during setup. Give each folder a clear description so the assistant knows what belongs there.
You can also add general filing instructions and exclusions. Start with a small set of distinct folders; overlapping descriptions make the destination harder to determine.
Review the Preview
The setup flow can preview recent attachments before auto-filing is enabled. Review the suggested destinations and correct them when needed, then enable the feature.How Filing Works
When a new attachment arrives, the assistant files it in the matching folder. If it isn’t sure where a file belongs, it asks you for a destination instead of filing automatically.Corrections and Activity
Open Attachments to review Filing Activity and move a file to a different folder. Notification emails arrive in the source email thread, so you can also reply to approve a filing, move the file, or undo it. The assistant learns from these corrections.Delivery Settings
Use the Delivery button on the Attachments page to configure updates:- Email confirmations: Receive an email when a file is sorted.
- Connected apps: Enable document-filing alerts for connected Slack, Microsoft Teams, or Telegram accounts. Configure or connect them on Channels.