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The Drive AI files email attachments for you. Connect Gmail or Outlook, and a workflow saves each attachment as it arrives, reads it to work out what it is, then renames it and files it into a folder such as Vendors/Acme Corp/2026. It can save into The Drive AI or a connected Google Drive, OneDrive, SharePoint or Dropbox account. Connected email accounts come with Max, Team, Business and Enterprise.

What you need

  • A plan with connected accounts: Max, Team, Business or Enterprise. See Plans & Pricing.
  • A Gmail or Outlook account connected in Settings > Integrations. See Email integration.
  • An owner or admin to create the workflow. In a personal workspace, that’s you.

How it works

1

Connect your inbox

Open Settings > Integrations, choose Gmail or Outlook and sign in. Connecting saves nothing by itself.
2

Describe the workflow

Open Workflows and describe it, or ask the agent, for example “When an attachment arrives in Gmail, save it, check whether it’s an invoice, then file invoices into Vendors, by vendor then year, renamed as date, vendor and invoice number.” See Create a workflow.
3

Check the steps

A typical workflow is Email Attachment → Save a Copy → Ask AI About the File (invoice, receipt, other) → Rename and Move for invoices. Narrow the trigger with From or Subject contains if you only want some senders. See Steps.
4

Turn it on

Save the workflow and switch it on. Each attachment’s run appears in the workflow’s Activity.
The sender, subject and email text are used as context when the workflow reads the file, so “attached is the March invoice” helps it decide. The email itself isn’t saved, and the text is treated as information about the file, never as instructions.

Attachments you already have

Click Run on past mail in the workflow editor to run it over up to a year of mail already in the inbox. Mail it already handled is skipped. See Run on past mail.

Have a person check uncertain files

Add Ask a Person to Approve set to Only when unsure before Move. Confident filing goes ahead, and uncertain matches wait for a person. See Ask a Person to Approve. For how this works with each inbox, see Email integration on thedrive.ai.

What it can’t do

  • The agent doesn’t read or send your email. Only workflows act on attachments, and only on mail that arrives after the account is connected, unless you use Run on past mail.
  • Attachments brought in with Historical sync aren’t filed. They’re saved to the top level of the workspace as they are. A workflow that watches uploads can file them.
  • Each attachment counts as a workflow file. Plans include a monthly number. See Workflow files.
  • AI reading can occasionally be wrong. Use an approval step for anything that matters.

Email integration

Connecting Gmail or Outlook, blocked senders and past attachments.

Triggers

The Email Attachment trigger and its settings.

Organize files by content

How workflows read documents to file them.

Workflow files

What counts toward the monthly allowance.

Email integration on thedrive.ai

Gmail and Outlook attachment filing, at a glance.