Make · Case Study
Attachments That File Themselves
The problem
Someone on the team was opening every email, reading every attachment, and filing it by hand. Invoices, documents, receipts. Hours of triage that produced nothing except tidiness.
Who this is for
Service businesses, bookkeepers, and operations teams whose inbox doubles as a filing system. Worth building when invoices, receipts, and client documents arrive faster than anyone can file them, and finding one later takes a search.
What I built
An AI-powered email processor in Make:
- Google Gemini classifies each attachment by type
- Structured data gets extracted from the documents themselves
- Files sort into the right Google Drive folders automatically
- Everything logs to Google Sheets with email notifications on completion
Demonstration outcome
Demonstration disclosure: this is a portfolio build. The workflow behavior described here is not a measured client business result.
Manual email triage and file sorting eliminated entirely. Attachments file themselves, with a data trail.
Practical guides
Plain checklists for lead follow-up and booking workflows.
Before You Pay $500 a Month: A Buyer's Checklist for Automation Care
A plain checklist for coaches and consultants on GoHighLevel. Learn what a $500 monthly care service should deliver, what it should not promise, and how to tell if you need it.
Build a Twelve-Lead Test Set Before Your GoHighLevel Follow-Up Goes Live
A buyer guide for coaches and consultants on GoHighLevel. Learn how to build a small set of test leads, what must never happen, and how to read the results honestly.
Scope the Exceptions First: A Buyer Checklist for a One-Calendar Lead-to-Booked-Call Install
A practical checklist for coaches and consultants on GoHighLevel. Write down the odd leads before you buy, so the install has a clear edge and a clear test.