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Auto-File Attachments keeps your drive organized without you lifting a finger. Incoming email attachments are analyzed and saved to the right folders in Google Drive or Microsoft OneDrive automatically.

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Set Up Auto-Filing

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Connect a Drive

Open Attachments under Tools in the left sidebar and choose Add Google Drive or Add OneDrive. For Google Drive, choose an access level:
  • Standard: You’ll need to create new folders for filing.
  • Full access: Use your existing folders.

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Pick Your Folders

Under 1. Pick your folders, tick the folders in the folder tree that the assistant may file to. It only files to folders you select.

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Describe How You Organize

Under 2. Describe how you organize, write one plain-English prompt that covers all your filing rules, including anything to skip. For example:
If your prompt calls for it, such as filing receipts by month or invoices by vendor, the assistant can create a new subfolder for a document when no existing folder fits.

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Review the Preview

Choose Preview with my recent emails. Under 3. See it in action, the assistant files up to three recent attachments for real, without sending notifications, and shows where each one went. If a destination is wrong, select the ✕ under Correct? to move the file to the right folder. When you’re happy, choose Looks good, start auto-filing.

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How Filing Works

When a new attachment arrives, the assistant files it in the matching folder. Documents that don’t match your prompt are skipped. If it isn’t sure where a file belongs, it emails you to ask for a destination instead of filing automatically. The assistant owns the structure inside your allowed folders. When your filing rules imply a grouping (by vendor, client, project, year, or month), it creates the subfolders it needs, for example Receipts/2026/Amazon, and reuses them for later documents. Subfolders it creates are added to your allowed folders automatically. A new top-level folder is created only when none of your folders is a sensible parent.

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Corrections and Activity

Open Attachments to review Recent Activity and move a file to a different folder. You can also change your selected folders under Allowed folders and edit your prompt under Filing rules. 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.

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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.
For Slack, select a direct message or an allowed private channel. The selected Slack bot must already be invited to a private channel before it can post there.