Documentation Index
Fetch the complete documentation index at: https://docs.affzero.com/llms.txt
Use this file to discover all available pages before exploring further.
What it does
The Save to Drive step uploads an attachment — typically a PDF from an inbound email — to a folder you choose in Google Drive. You can customise the saved filename using variables from earlier steps (e.g. extracted invoice fields).
After the file is saved, the step produces three output variables ({drive_file_id}, {drive_file_url}, {drive_file_name}) that subsequent steps can use — for example, to embed a Drive link in a confirmation email.
Requirements
A Google account must be connected in Providers → Gmail & Drive before this step can run.
Configuration
Which attachment to save
Select which attachment from the inbound email to upload:
| Option | Description |
|---|
| First attachment (attachment 1) | The first file attached to the email |
| Second attachment (attachment 2) | The second attached file |
| Third attachment (attachment 3) | The third attached file |
Target Drive folder
Click Browse Google Drive to pick a folder. The Google Drive file picker opens directly in the browser — navigate to the folder you want and select it.
If no folder is selected, files are saved to the root of Google Drive.
If you have multiple Google accounts connected, choose which account’s Drive to save to before picking the folder.
Filename template
Control what the saved file is named. You can use:
-
Attachment variable shortcuts — reference the attachment this step is uploading:
| Variable | Description |
|---|
{attachment_filename} or {attachment_name} | Original filename with extension (e.g. invoice.pdf) |
{attachment_basename} or {attachment_stem} | Filename without extension (e.g. invoice) |
{attachment_extension} | Extension without dot (e.g. pdf) |
-
Numbered attachment variables — reference a specific attachment from the email:
{attachment_1_filename}, {attachment_2_basename}, etc.
-
Any variable from a prior step — for example, fields extracted by an AI Extract step:
{invoice_vendor}, {invoice_number}, {invoice_date}, etc.
Common patterns:
| Template | Result |
|---|
{attachment_filename} | invoice.pdf (keeps the original name) |
{invoice_vendor}_{invoice_number}.pdf | Acme Corp_INV-042.pdf |
{invoice_vendor}_{attachment_basename}.pdf | Acme Corp_invoice.pdf |
{invoice_date}_{invoice_vendor}.pdf | 2024-03-01_Acme Corp.pdf |
Output variables
After the step runs, these variables are available in subsequent steps:
| Variable | Description |
|---|
{drive_file_id} | Google Drive file ID |
{drive_file_url} | Direct link to the file in Google Drive |
{drive_file_name} | The actual filename used when saving |
{drive_file_url} in a Send Email step to include a link to the uploaded file in your confirmation email.
Example: Invoice Capture
A typical use of Save to Drive in an Invoice Capture workflow:
- Email Received trigger receives an invoice PDF
- AI Extract extracts
{invoice_vendor} and {invoice_number}
- Save to Drive saves the PDF to a “Vendor Invoices” folder with filename
{invoice_vendor}_{invoice_number}.pdf
- Write to Google Sheets logs the invoice with the
{drive_file_url} in a “Link” column
See Invoice Capture preset for a guided wizard that sets all of this up automatically.
