Workflow n8n
Automatisation Google Drive avec n8n : gestion de dossiers mensuels
Ce workflow n8n a pour objectif d'automatiser la gestion des dossiers mensuels sur Google Drive en fonction des emails reçus via Gmail. Dans un contexte professionnel, cette automatisation est particulièrement utile pour les équipes qui gèrent des documents liés à des projets ou des clients, permettant ainsi de gagner du temps et d'éviter les erreurs manuelles. Le workflow commence par un déclencheur Gmail qui détecte l'arrivée d'un nouvel email. Ensuite, il vérifie si un dossier pour le mois en cours existe déjà dans Google Drive. Si ce n'est pas le cas, un nouveau dossier est créé. Le processus inclut également la recherche de dossiers d'entreprise spécifiques et la possibilité de télécharger des fichiers directement dans les dossiers appropriés. Grâce à l'utilisation de n8n, ce workflow permet de centraliser la gestion documentaire, d'améliorer l'organisation et de réduire le risque de perte d'informations. En fin de compte, les utilisateurs bénéficient d'une solution efficace qui simplifie la gestion des fichiers tout en assurant une meilleure traçabilité des documents.
Tags clés :Google DriveautomatisationGmailn8ngestion de documents
Catégorie: Gmail Trigger · Tags: Google Drive, automatisation, Gmail, n8n, gestion de documents❤ 0
Workflow n8n Google Drive, Gmail, gestion de documents : vue d'ensemble
Schéma des nœuds et connexions de ce workflow n8n, généré à partir du JSON n8n.
Workflow n8n Google Drive, Gmail, gestion de documents : détail des nœuds
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"meta": {
"instanceId": "5e2cdd86a9e1ca2fc82cc63db38d1710d5d6a5c6fe352258a6f7112815bcd512"
},
"nodes": [
{
"id": "13188ea7-7e66-4955-89d0-82ba4dc08dc9",
"name": "Search For Folder",
"type": "n8n-nodes-base.googleDrive",
"position": [
-2420,
500
],
"parameters": {
"filter": {
"folderId": {
"__rl": true,
"mode": "id",
"value": "={{ $json.id }}"
}
},
"options": {},
"resource": "fileFolder",
"queryString": "={{$json.folderName}}"
},
"credentials": {
"googleDriveOAuth2Api": {
"id": "VypmUgEf64twpmiZ",
"name": "Google Drive account"
}
},
"typeVersion": 3,
"alwaysOutputData": true
},
{
"id": "ed2ababb-7022-43e1-b638-0132c08ef701",
"name": "Create Month Folder",
"type": "n8n-nodes-base.googleDrive",
"position": [
-2060,
680
],
"parameters": {
"name": "={{ $('YYYY/MM').first().json.folderName }}",
"driveId": {
"__rl": true,
"mode": "list",
"value": "My Drive"
},
"options": {},
"folderId": {
"__rl": true,
"mode": "id",
"value": "={{ $('YYYY/MM').item.json.id }}"
},
"resource": "folder"
},
"credentials": {
"googleDriveOAuth2Api": {
"id": "VypmUgEf64twpmiZ",
"name": "Google Drive account"
}
},
"typeVersion": 3
},
{
"id": "f5f2365d-0977-48b1-bd2e-29b7707839d9",
"name": "Check If Folder Exists",
"type": "n8n-nodes-base.if",
"position": [
-2240,
500
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "09b62415-cb8f-478e-b6d3-aa463fe70c81",
"operator": {
"type": "object",
"operation": "notEmpty",
"singleValue": true
},
"leftValue": "={{ $json }}",
"rightValue": ""
}
]
}
},
"typeVersion": 2.2
},
{
"id": "c27b0a9d-8ee2-4eae-963c-14256ffae0b8",
"name": "Gmail Trigger",
"type": "n8n-nodes-base.gmailTrigger",
"position": [
-4400,
780
],
"parameters": {
"simple": false,
"filters": {
"labelIds": [
"Label_2"
]
},
"options": {},
"pollTimes": {
"item": [
{
"mode": "everyX",
"unit": "minutes",
"value": 15
}
]
}
},
"credentials": {
"gmailOAuth2": {
"id": "HI2iZSvhvC5XOdpp",
"name": "Gmail account 2"
}
},
"typeVersion": 1.2
},
{
"id": "3eac8c53-1b20-4511-9f2a-f5e838ca0fa0",
"name": "Gmail",
"type": "n8n-nodes-base.gmail",
"position": [
-1720,
460
],
"webhookId": "e62ae049-d968-4e6a-a62d-06963c8e592f",
"parameters": {
"simple": false,
"options": {
"downloadAttachments": true
},
"messageId": "={{ $('Gmail Trigger').item.json.id }}",
"operation": "get"
},
"credentials": {
"gmailOAuth2": {
"id": "HI2iZSvhvC5XOdpp",
"name": "Gmail account 2"
}
},
"typeVersion": 2.1
},
{
"id": "bfae9bb5-6915-4968-8b5e-e72dd46bda55",
"name": "Split Up Binary Data1",
"type": "n8n-nodes-base.function",
"position": [
-1560,
460
],
"parameters": {
"functionCode": "let results = [];\n\nfor (item of items) {\n for (key of Object.keys(item.binary)) {\n results.push({\n json: {\n fileName: item.binary[key].fileName\n },\n binary: {\n data: item.binary[key],\n }\n });\n }\n}\n\nreturn results;"
},
"typeVersion": 1
},
{
"id": "baf55ab9-511f-4404-a2cc-b1c848f6f5c5",
"name": "Note2",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1800,
280
],
"parameters": {
"color": 7,
"width": 920,
"height": 660,
"content": "## Upload attachments to Drive\nIncoming files are split up into individual items, each with a single binary data object under the `data` key.\nFiles names are prefixed with the current timestamp"
},
"typeVersion": 1
},
{
"id": "5d706d3a-db17-4f5f-9eac-ba91c470dbdd",
"name": "YYYY/MM",
"type": "n8n-nodes-base.set",
"position": [
-2600,
500
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "143b3b94-a8d7-46b6-8ea8-2e70c082f5b1",
"name": "=folderName",
"type": "string",
"value": "={{\n new Date($('Gmail Trigger').item.json.date).getUTCFullYear() \n + '/' + \n String(new Date($('Gmail Trigger').item.json.date).getUTCMonth() + 1).padStart(2, '0')\n}}\n"
}
]
},
"includeOtherFields": true
},
"typeVersion": 3.4
},
{
"id": "b20a3833-f648-454d-999b-d799727e18e8",
"name": "Loop Over Items",
"type": "n8n-nodes-base.splitInBatches",
"position": [
-1320,
460
],
"parameters": {
"options": {}
},
"typeVersion": 3
},
{
"id": "bb8c0d21-de74-4abf-bf6c-5eef3f301513",
"name": "Note3",
"type": "n8n-nodes-base.stickyNote",
"position": [
-2680,
280
],
"parameters": {
"color": 7,
"width": 820,
"height": 660,
"content": "# Checks if YYYY/MM Folder exists\n## If the directory doesn't exist it is created"
},
"typeVersion": 1
},
{
"id": "40971ca3-91d3-4651-8137-e973dbd2dbbd",
"name": "Company Folder Exists",
"type": "n8n-nodes-base.if",
"position": [
-3180,
500
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "09b62415-cb8f-478e-b6d3-aa463fe70c81",
"operator": {
"type": "object",
"operation": "notEmpty",
"singleValue": true
},
"leftValue": "={{ $json }}",
"rightValue": ""
}
]
}
},
"typeVersion": 2.2
},
{
"id": "086ff643-ca10-46ec-92b5-8a014fd3bf3f",
"name": "Create Company Folder",
"type": "n8n-nodes-base.googleDrive",
"position": [
-2920,
620
],
"parameters": {
"name": "={{ $('Lookup in Sheets').item.json.company }}",
"driveId": {
"__rl": true,
"mode": "list",
"value": "My Drive"
},
"options": {},
"folderId": {
"__rl": true,
"mode": "list",
"value": "18ry0AUtrpp3re6u3zQvvs0BQUGFmBKN9",
"cachedResultUrl": "https://drive.google.com/drive/folders/18ry0AUtrpp3re6u3zQvvs0BQUGFmBKN9",
"cachedResultName": "Invoices"
},
"resource": "folder"
},
"credentials": {
"googleDriveOAuth2Api": {
"id": "VypmUgEf64twpmiZ",
"name": "Google Drive account"
}
},
"typeVersion": 3
},
{
"id": "7792afb7-61d9-402f-814b-f4625cd012bc",
"name": "Note4",
"type": "n8n-nodes-base.stickyNote",
"position": [
-3500,
120
],
"parameters": {
"color": 7,
"width": 760,
"height": 820,
"content": "# Checks if a folder with the company of the email exists\n## If it doesn't the directory is created"
},
"typeVersion": 1
},
{
"id": "1f61ea45-49e6-4018-91ad-2144c1bbc19a",
"name": "Sticky Note4",
"type": "n8n-nodes-base.stickyNote",
"position": [
-4120,
280
],
"parameters": {
"color": 6,
"width": 560,
"height": 660,
"content": "# 2. Google Sheets Whitelist Config\n\n## 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** |\n\n\n### 2. Add whitelisted emails and their company as rows in the sheet and configure this node **Document** and **Sheet** to point to it.\n\n\n\n\n\n\n\n\n\n\n\n\n\n"
},
"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. Trigger Settings and Filters\n\n## Configure the interval to check for new emails and apply filters to process only some emails\n\n**For example**: To create a filter that applies a label to emails **with attachments** containing the words \"invoice\" or \"receipt,\" follow these steps:\n\n1. Open your Gmail and click on the burger menu button next to the search bar to open the search options.\n2. In the `Has the words` field type in 'invoice receipt'\n3. Check the `Has attachment` checkbox\n4. Click on the \"Create filter with this search\" option at the bottom of the search window.\n5. In the filter options, select the \"Apply the label\" option and choose or create a label for these emails.\n6. Click \"Create filter\" to save your new filter.\n\n\n\n\n\n\n\n\n\n\n\n"
},
"typeVersion": 1
},
{
"id": "2a932450-d0e9-44b4-adfb-2254b8e6e547",
"name": "Sticky Note2",
"type": "n8n-nodes-base.stickyNote",
"position": [
-3000,
220
],
"parameters": {
"color": 6,
"height": 540,
"content": "# 3. Configure storage location\n## Set where to store files from the `parent folder` dropdown"
},
"typeVersion": 1
},
{
"id": "247e4ed7-ebff-4392-adf2-4a63e80e04f4",
"name": "Upload To Folder",
"type": "n8n-nodes-base.googleDrive",
"position": [
-1100,
480
],
"parameters": {
"name": "={{ Date.now();}}-{{ $('Loop Over Items').item.binary.data.fileName }} ",
"driveId": {
"__rl": true,
"mode": "list",
"value": "My Drive",
"cachedResultUrl": "https://drive.google.com/drive/my-drive",
"cachedResultName": "My Drive"
},
"options": {
"ocrLanguage": "en",
"propertiesUi": {
"propertyValues": [
{
"key": "sender",
"value": "={{ $('Gmail').item.json.from.value[0].address }}"
},
{
"key": "time_received",
"value": "={{ $('Gmail').item.json.date }}"
}
]
}
},
"folderId": {
"__rl": true,
"mode": "id",
"value": "={{ $('Search For Folder').first().json.id || $('Create Month Folder').item.json.id }}"
},
"inputDataFieldName": "=data"
},
"credentials": {
"googleDriveOAuth2Api": {
"id": "VypmUgEf64twpmiZ",
"name": "Google Drive account"
}
},
"typeVersion": 3
}
],
"pinData": {},
"connections": {
"Gmail": {
"main": [
[
{
"node": "Split Up Binary Data1",
"type": "main",
"index": 0
}
]
]
},
"YYYY/MM": {
"main": [
[
{
"node": "Search For Folder",
"type": "main",
"index": 0
}
]
]
},
"Gmail Trigger": {
"main": [
[
{
"node": "Lookup in Sheets",
"type": "main",
"index": 0
}
]
]
},
"Loop Over Items": {
"main": [
[],
[
{
"node": "Upload To Folder",
"type": "main",
"index": 0
}
]
]
},
"Lookup in Sheets": {
"main": [
[
{
"node": "Search Company Folder1",
"type": "main",
"index": 0
}
]
]
},
"Upload To Folder": {
"main": [
[
{
"node": "Loop Over Items",
"type": "main",
"index": 0
}
]
]
},
"Search For Folder": {
"main": [
[
{
"node": "Check If Folder Exists",
"type": "main",
"index": 0
}
]
]
},
"Create Month Folder": {
"main": [
[
{
"node": "Gmail",
"type": "main",
"index": 0
}
]
]
},
"Company Folder Exists": {
"main": [
[
{
"node": "YYYY/MM",
"type": "main",
"index": 0
}
],
[
{
"node": "Create Company Folder",
"type": "main",
"index": 0
}
]
]
},
"Create Company Folder": {
"main": [
[
{
"node": "YYYY/MM",
"type": "main",
"index": 0
}
]
]
},
"Split Up Binary Data1": {
"main": [
[
{
"node": "Loop Over Items",
"type": "main",
"index": 0
}
]
]
},
"Check If Folder Exists": {
"main": [
[
{
"node": "Gmail",
"type": "main",
"index": 0
}
],
[
{
"node": "Create Month Folder",
"type": "main",
"index": 0
}
]
]
},
"Search Company Folder1": {
"main": [
[
{
"node": "Company Folder Exists",
"type": "main",
"index": 0
}
]
]
}
}
}Workflow n8n Google Drive, Gmail, gestion de documents : pour qui est ce workflow ?
Ce workflow s'adresse aux entreprises et équipes qui utilisent Google Drive et Gmail pour la gestion de documents. Il est particulièrement adapté aux PME et aux équipes marketing qui souhaitent automatiser leurs processus de gestion documentaire sans nécessiter de compétences techniques avancées.
Workflow n8n Google Drive, Gmail, gestion de documents : problème résolu
Ce workflow résout le problème de la gestion manuelle des dossiers sur Google Drive, qui peut être chronophage et sujet à des erreurs. En automatisant la création et l'organisation des dossiers mensuels basés sur les emails reçus, il élimine les frustrations liées à la recherche de documents et réduit le risque de perte d'informations importantes. Les utilisateurs peuvent ainsi se concentrer sur des tâches à plus forte valeur ajoutée.
Workflow n8n Google Drive, Gmail, gestion de documents : étapes du workflow
Étape 1 : Le workflow est déclenché par un nouvel email reçu via Gmail.
- Étape 1 : Il vérifie si un dossier pour le mois en cours existe déjà sur Google Drive.
- Étape 2 : Si le dossier n'existe pas, il en crée un nouveau.
- Étape 3 : Le workflow recherche également des dossiers d'entreprise spécifiques et télécharge les fichiers nécessaires dans les dossiers appropriés.
- Étape 4 : Enfin, il permet de gérer les données et les fichiers de manière structurée et organisée.
Workflow n8n Google Drive, Gmail, gestion de documents : guide de personnalisation
Pour personnaliser ce workflow, vous pouvez modifier le filtre du déclencheur Gmail pour cibler des emails spécifiques. Il est également possible d'ajuster les paramètres des noeuds Google Drive pour changer le nom des dossiers créés ou spécifier des ID de dossiers particuliers. Pour une intégration plus poussée, envisagez de connecter d'autres outils comme Google Sheets pour enrichir les données ou ajouter des conditions supplémentaires dans les noeuds de vérification. Assurez-vous également de sécuriser les accès à votre Google Drive en configurant les autorisations nécessaires.