Inbox & email · Workflow template

Email attachments → filed into Dropbox

Invoices, contracts, and receipts land in the right Dropbox folder automatically, and Carly logs each one. Works on Gmail or Outlook.

Gmail Outlook dropbox Google Sheets

The workflow at a glance

Trigger
New email
Filter
Has attachment
LLM
Classify file
Action
Save to folder
Action
Log row

How this workflow works, step by step

  1. 1 Trigger New email

    The workflow starts when Gmail or Outlook signals "new email". Carly is listening continuously, so the run begins within seconds of the event.

  2. 2 Filter Has attachment

    Carly drops anything that doesn't match: has attachment. The flow only continues for relevant items.

  3. 3 LLM Classify file

    An LLM step does the thinking: classify file. Carly picks the right model for the job and you can swap models per step if you need to.

  4. 4 Action Save to folder

    Finally Carly takes action in dropbox: save to folder. This is the thing that actually moves the world.

  5. 5 Action Log row

    Finally Carly takes action in Google Sheets: log row. This is the thing that actually moves the world.

When to use this template

  • You want this work to happen consistently without anyone remembering to do it.
  • You're already using Gmail and Outlook, and the manual version of this is eating real minutes a week.
  • You want a visible canvas you can audit and edit — not a black-box agent doing things you can't see.

When not to use it

  • This task only happens once or twice a month — the setup cost won't pay back.
  • The decision in the middle of the flow needs human judgment every single time, not just on edge cases.
  • Your stack doesn't include any of the apps above and you don't want to wire a generic HTTP step.

Build it in 10 minutes — copy this prompt

Paste this in an email to and Carly will build the workflow for you.

Hey Carly — please build me this workflow.

Name: Email attachments → filed into Dropbox

What it should do:
Invoices, contracts, and receipts land in the right Dropbox folder automatically, and Carly logs each one. Works on Gmail or Outlook.

Steps:
1. Trigger: New email
2. Filter: Has attachment
3. LLM: Classify file
4. Action: Save to folder
5. Action: Log row

Tools to wire up: Gmail, Outlook, dropbox, Google Sheets

Set it live once you've got it working. Thanks!

Apps you'll connect

Carly authenticates these for you over OAuth when she sets up the workflow.

Gmail
Outlook
dropbox
Google Sheets

Questions teams ask before building this

How long does this workflow take to set up?

Most teams have "Email attachments → filed into Dropbox" running in under 10 minutes. Copy the prompt on this page into an email to carly@usecarly.com and Carly wires the workflow together for you, including authenticating Gmail.

Can I edit this template after Carly builds it?

Yes. Every workflow lives on the Carly canvas where you can rename steps, change conditions, swap LLM models, add filters, and re-route branches. Templates are starting points, not locked recipes.

What if I use a different tool than the ones in this template?

Carly connects to 200+ tools, plus a generic HTTP node for any API that doesn't have a native integration. Tell Carly your stack when you send the prompt and she'll pick the right connectors.

Does this run automatically once it's built?

Yes. The trigger at the start of the workflow fires automatically — on a schedule, on an inbound email, on a webhook, on a calendar event, whatever this template specifies. Carly handles the listening; you only step in when a step is gated on you.

Does this workflow cost anything to run?

Running the workflow itself — triggers, tool calls, branches, filters, waits — is free with no per-task fees. You only pay for the AI steps in this template (the LLM nodes that classify, write, or decide). Everything around them runs at no cost.

Ready to run Email attachments → filed into Dropbox?

Carly will build it for you and you'll be up and running in 10 minutes.

Build it in Carly