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Organizuj załączniki e-mail w folderach Google Drive według firmy za pomocą Gmaila i Arkuszy

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Automated Email Attachment Organizer

Automatycznie przetwarzaj oznaczone e-maile z załącznikami i organizuj je w uporządkowanych folderach na Google Drive.

Dla kogo jest to rozwiązanie?

Zespół lub osoby indywidualne, które potrzebują:

  • Automatycznie sortować faktury, rachunki i pliki.
  • Organizować dokumenty klientów według daty.
  • Weryfikować nadawców e-maili na podstawie białej listy.
  • Dodawać znaczniki czasowe do nazw plików, aby uniknąć duplikatów.

Jakie problemy rozwiązuje ten workflow?

  • Ręczne sortowanie e-maili: Oszczędza czas dzięki automatyzacji organizacji załączników.
  • Nieuporządkowana przestrzeń w chmurze: Zapewnia przechowywanie załączników w uporządkowanych folderach na Google Drive.
  • Problemy z niezweryfikowanymi nadawcami: Filtruje i sprawdza e-maile przy użyciu białej listy.
  • Zduplikowane nazwy plików: Używa znaczników czasowych, aby zapewnić unikalność nazw plików.

Przewodnik konfiguracji

1. Wymagania wstępne

Biała lista: Utwórz kopię przykładowej białej listy.

Filtr Gmail: Utwórz filtr w Gmailu, aby oznaczać e-maile z załącznikami.

Jak utworzyć filtr w Gmailu:
  1. Otwórz swoją skrzynkę odbiorczą w Gmailu.
  2. Kliknij pasek wyszukiwania i wybierz "Pokaż opcje wyszukiwania".
  3. Wprowadź kryteria (np. typ has:attachment).
  4. Kliknij "Utwórz filtr".
  5. Wybierz "Zastosuj etykietę: Custom_Label" i zapisz.

2. Konfiguracja poświadczeń

Upewnij się, że Twoja instancja n8n jest połączona z:

  • Konto Gmail: (przez OAuth2)
  • Konto Google Drive: (przez OAuth2)
  • Google Sheets: (przez OAuth2)

3. Konfiguracja węzłów workflow w n8n

1. Wyzwalacz i pobieranie e-maili

Wyzwalacz Gmail: Skonfiguruj interwał sprawdzania i filtry dla e-maili (np. e-maile oznaczone etykietą Custom_Label).

2. Ustawienia białej listy

Wyszukiwanie w Arkuszach: Wyszukuje wiersz z e-mailem nadawcy. Skonfiguruj ten węzeł, aby wskazywał na arkusz z białą listą zawierającą dwie kolumny:

  • email
  • company
3. Lokalizacja przechowywania plików

Skonfiguruj folder nadrzędny, aby tworzyć podfoldery i przechowywać pliki w węźle "Create Company Folder" w menu rozwijanym "Parent Folder".

Ostatnie kroki

Przetestuj swój workflow: Uruchom workflow, aby sprawdzić, czy e-maile są przetwarzane, a pliki są poprawnie przesyłane.

Przykłady zastosowań

Ten workflow automatyzacji może być wykorzystany w wielu scenariuszach, takich jak:

  • Automatyczne sortowanie faktur i rachunków dla działu księgowości.
  • Organizowanie dokumentów klientów w firmach świadczących usługi.
  • Przechowywanie załączników z e-maili w odpowiednich folderach dla zespołów projektowych.
  • Filtrowanie i weryfikacja e-maili od dostawców w celu uniknięcia oszustw.
  • Zarządzanie dokumentacją prawną lub medyczną w sposób uporządkowany.
  • Automatyczne archiwizowanie załączników z e-maili marketingowych.
  • Organizowanie plików wysyłanych przez klientów w agencjach kreatywnych.

Miłej automatyzacji!


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Google Sheets Whitelist Confignn## To filter contacts against a whitelist:n### 1. Make a copy of [this spreadsheet](https://docs.google.com/spreadsheets/d/1tTz9BflstxVL18YG11Ny1eiDj3FcjvtZ619b_bHx8h4/edit?usp=sharing)n**OR** create a Google Sheet with two columns:n| **email** | **company** |nnn### 2. Add whitelisted emails and their company as rows in the sheet and configure this node **Document** and **Sheet** to point to it.nnnnnnnnnnnnnn"},"typeVersion":1},{"id":"f7009cc2-8194-40c9-98e9-edc4a29c5ce8","name":"Lookup in Sheets","type":"n8n-nodes-base.googleSheets","position":[-3900,780],"parameters":{"options":{},"filtersUI":{"values":[{"lookupValue":"={{ $('Gmail Trigger').item.json.from.value[0].address }}","lookupColumn":"email"}]},"sheetName":{"__rl":true,"mode":"list","value":"gid=0","cachedResultUrl":"https://docs.google.com/spreadsheets/d/1gZE7EbLJqfMzQlPoCgE0eeqee_F1Lh9eIwhHsVmYKdw/edit#gid=0","cachedResultName":"Sheet1"},"documentId":{"__rl":true,"mode":"list","value":"1gZE7EbLJqfMzQlPoCgE0eeqee_F1Lh9eIwhHsVmYKdw","cachedResultUrl":"https://docs.google.com/spreadsheets/d/1gZE7EbLJqfMzQlPoCgE0eeqee_F1Lh9eIwhHsVmYKdw/edit?usp=drivesdk","cachedResultName":"Contacts Whitelist"}},"credentials":{"googleSheetsOAuth2Api":{"id":"63dUs6P8a2b5ed5J","name":"Google Sheets account"}},"typeVersion":4.5,"alwaysOutputData":false},{"id":"932afe12-3341-4f77-88ab-0b558e0d6ee2","name":"Search Company Folder1","type":"n8n-nodes-base.googleDrive","position":[-3440,500],"parameters":{"filter":{"whatToSearch":"folders"},"options":{},"resource":"fileFolder","queryString":"={{ $('Lookup in Sheets').item.json.company }}"},"credentials":{"googleDriveOAuth2Api":{"id":"VypmUgEf64twpmiZ","name":"Google Drive account"}},"typeVersion":3,"alwaysOutputData":true},{"id":"b9e66cf4-365a-4d11-bff9-48bf28be9e96","name":"Sticky Note","type":"n8n-nodes-base.stickyNote","position":[-4740,280],"parameters":{"color":6,"width":560,"height":660,"content":"# 1. 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