Inbox & email · Workflow template

File email attachments into the right Box folder

When an email with an attachment arrives, Carly figures out which client or project it belongs to and drops the file into the matching Box folder — created if it doesn't exist yet.

Gmail

Outlook

box

Build this in Carly Or copy the prompt ↓

The workflow at a glance

Trigger

Email w/ attachment

Filter

Has attachment

LLM

Detect client/project

Action

Save to Box folder

How this workflow works, step by step

1 Trigger Email w/ attachment

The workflow starts when Gmail or Outlook signals "email w/ attachment". Carly is listening continuously, so the run begins within seconds of the event.
2 Filter Has attachment

Carly drops anything that doesn't match: has attachment. The flow only continues for relevant items.
3 LLM Detect client/project

An LLM step does the thinking: detect client/project. Carly picks the right model for the job and you can swap models per step if you need to.
4 Action Save to Box folder

Finally Carly takes action in box: save to box folder. 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: File email attachments into the right Box folder

What it should do:
When an email with an attachment arrives, Carly figures out which client or project it belongs to and drops the file into the matching Box folder — created if it doesn't exist yet.

Steps:
1. Trigger: Email w/ attachment
2. Filter: Has attachment
3. LLM: Detect client/project
4. Action: Save to Box folder

Tools to wire up: Gmail, Outlook, box

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

Or open the dashboard →

Apps you'll connect

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

Gmail

Outlook

box

Questions teams ask before building this

How long does this workflow take to set up?

Most teams have "File email attachments into the right Box folder" 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.