Creating an automation

In the Automations drawer, click + New Automation, fill the Trigger, Destination, and (optionally) Extract Data nodes, then Save. The automation runs on the next matching item.

What you need

• Any workspace member can create an automation. Edits, toggles, and deletes are restricted to the creator (workspace owners can also delete automations whose powering user has been removed).
• A connected integration (Gmail or Drive) for the source you want to watch.

Step by step

1. Open the Automations drawer from the workspace sidebar.
2. Click + New Automation. The flow builder opens with three nodes: Trigger, Destination, Extract Data.
3. Name the automation.
4. Trigger node — pick Gmail or Drive, then expand to set filters:
   • Gmail: Subject contains, Sender contains, Gmail label, Read status (All / Unread only / Read only), and the Capture pills (Sender / Subject / Body / Files).
   • Drive: Folder ID (paste from Drive), optional Folder name (display only), File name contains, MIME types.
5. Destination node — pick the Mailbox the case will land in and the Duplicate handling rule (Skip duplicate / Re-extract / Create new). Pick a Category here only if you're not turning on extraction. File storage appears when Drive is connected (Firebase / Google Drive / Both).
6. Extract Data node (optional) — check Extract data with a template, pick a template. The template's linked workspace document source supplies the file category automatically.
7. Save. The automation is enabled by default and runs on the next match.

NameVendor invoices via Gmail

TriggerGmail label Paperwork/Invoices

DestinationAP mailbox, Re-extract

ExtractAP Cover Sheet template

Tips

Related

• What automations are
• Triggers
• The action pipeline