Using AI to Organize Email Attachments into Cloud Storage
Details
Your email inbox is full of important attachments — invoices, tax documents, vendor contracts, government notices. In this session, we'll walk through how to use AI to automatically pull attachments from your email and organize them into cloud storage like Google Drive or OneDrive.
We'll show multiple approaches so you can pick what works for you:
Using Claude Desktop or ChatGPT with built-in Gmail and Google Drive connectors (no code required)
Using the Pipedream MCP server to connect services together
Using Claude Code with MCP servers from Google and Microsoft for more control
We'll cover connecting to Gmail, Google Drive, and OneDrive, and show how to keep your business records organized — vendor invoices, state and federal documents, and more. We'll also look at how to schedule this as a recurring task so your attachments get organized automatically, like every night.If time allows, we'll preview some advanced topics — like pulling data from those attachments and acting on it. That's also the focus of our follow-up session on April 24.Who is this for?
Business owners and professionals at any skill level. No prerequisites — we'll walk through each setup step. Things will be easier if you're familiar with tools like Claude Desktop, but it's not required.Part of a series
Join us again on Friday, April 24 for Using AI to Extract Email Data into Spreadsheets, where we take unstructured email content and structure it into Google Sheets for reporting and automation.