Operations

Auto Archiving

A permanently clean inbox.

GmailGoogle DriveZapier

The problem

Your inbox is a chaotic archive of things you meant to file.

Receipts, invoices, contracts, reports, they all arrive in your inbox and stay there. Finding anything later is a manual search through thousands of emails. Filing things manually takes time you never actually spend.

How it works

Step by step.

We handle the entire setup. Here's exactly what happens under the hood once it's live.

Email arrives in Gmail

A receipt, invoice, or document lands in your inbox. Zapier detects it based on rules you set, sender, subject line, or attachment type.

Zapier reads and categorises

The email is analysed: is it an invoice? A contract? A report? The category determines which Drive folder it goes to.

Filed to Google Drive

The email body or attachment is saved to the correct Drive folder, organised by client name, document type, and month automatically.

Gmail label applied

The original email is labelled and archived in Gmail. Your inbox stays clean, and everything is findable in Drive in seconds.

What connects

The tools involved.

Everything works with software you already use. No new platforms to learn.

Gmail

Where documents and emails arrive.

How to connect

OAuth via Google login

Google Drive

Where everything gets filed, organised by client, month, or type.

How to connect

Connected to your Google account

Zapier

Detects the email, reads the content, and moves it to the right folder.

How to connect

Your Zapier account

Demo

See it in action.

A short walkthrough of this automation running live.

Demo video coming soon

Included in

Available from the Starter plan.

This automation is included in Starter and above. Setup is handled entirely by our team · Also included in Business, Premium.

Starter

and above

Start automating View all plans