Step 2: Connect Gmail Data Retrieval and Label Discovery

Pull the full thread, isolate the most recent message, and collect user-defined labels for classification.

1. In Iterate Messages, keep default settings to batch through incoming items from Gmail Intake Trigger.
2. Configure Fetch Conversation Thread with Resource set to thread and Thread ID to {{ $('Gmail Intake Trigger').item.json.threadId }}.
3. Set Retrieve Latest Message ID to keep lastItems.
4. Set Fetch Latest Message Body with Message ID to {{ $('Retrieve Latest Message ID').item.json.id }} and Simple to false.
5. In Retrieve Gmail Labels, set Resource to label and Return All to true.
6. In Filter User-Only Labels, keep the condition {{ $('Retrieve Gmail Labels').item.json.type }} equals user.
7. In Aggregate User Labels, aggregate fields id and name with Merge Lists enabled.

Credential Required: Connect your Gmail credentials to all Gmail nodes (6 total), including Fetch Conversation Thread, Fetch Latest Message Body, Retrieve Gmail Labels, Generate Draft Reply, Apply Classification Label, and Flag as Processed.

Step 3: Set Up AI Classification and Parsing

Configure the language model, output parsers, and AI prompt used to classify each email.

1. Open AI Chat Model and select model gpt-4o-mini.
2. In Structured Result Parser, keep Schema Type set to manual and the JSON schema as provided.
3. In Auto Correcting Parser, leave defaults; it will be linked as the output parser for AI Mail Classifier.
4. In AI Mail Classifier, set Text to the full prompt block: =<message> {{ $('Fetch Latest Message Body').item.json.textAsHtml }} </message> <subject> {{ $('Fetch Latest Message Body').item.json.subject }} </subject> <metadata> {{ $('Fetch Latest Message Body').item.json.headers.from }} {{ $('Fetch Latest Message Body').item.json.headers.date }} </metadata> <attachments> {{ $('Gmail Intake Trigger').item.binary ? true : false }} </attachments> <categories> {{ JSON.stringify($('Aggregate User Labels').all(), null, 2) }} </categories> <current_category_labels> {{ $('Gmail Intake Trigger').item.json.labelIds }} </current_category_labels> <message_thread> {{ $('Gmail Intake Trigger').item.json.textAsHtml }} </message_thread>
5. Ensure AI Mail Classifier has Has Output Parser enabled so it uses Auto Correcting Parser → Structured Result Parser.

Credential Required: Connect your OpenAI credentials to AI Chat Model. This model is used by AI Mail Classifier and AI Reply Composer.

Auto Correcting Parser and Structured Result Parser are connected as AI output parsers for AI Mail Classifier — ensure credentials are added to AI Chat Model, not these parser nodes.

Step 4: Configure Routing, Draft Replies, and Label Actions

Route the AI decision into replies, alerts, and label application.

1. Open Action Routing Switch and verify the rule conditions use: {{ $json.output.classification.toReply }}, {{ $json.output.classification.attachmentsToUpload }}, and {{ $json.output.classification.urgent }}.
2. In AI Reply Composer, set Text to =Subject: {{ $('Gmail Intake Trigger').item.json.subject }} Message: {{ $('Gmail Intake Trigger').item.json.textAsHtml }}.
3. In Generate Draft Reply, set Message to {{ $('AI Reply Composer').item.json.text.replace(/\n/g, "<br />\n") }} and Subject to {{ $('Gmail Intake Trigger').item.json.headers.subject }}.
4. In Collect Label Identifiers, aggregate output.classification.label_ids into label_ids.
5. In Apply Classification Label, set Label IDs to {{ $('Collect Label Identifiers').item.json.label_ids[0] }} and Message ID to {{ $('Gmail Intake Trigger').item.json.id }}.
6. In Flag as Processed, set Label IDs to [YOUR_ID] and Message ID to {{ $('Gmail Intake Trigger').item.json.id }}.
7. In Dispatch Urgent Alert, set Chat ID to [YOUR_ID] and keep the alert text template as provided.

Action Routing Switch routes to multiple outputs; when a message qualifies, it can trigger both reply drafting and label processing.

Credential Required: Connect your Gmail credentials to Generate Draft Reply, Apply Classification Label, and Flag as Processed.

Credential Required: Connect your Telegram credentials to Dispatch Urgent Alert.

Step 5: Configure Attachment Handling and Google Drive Storage

Verify attachments, extract files, check for duplicates, and upload to Google Drive.

1. In Verify Attachments, keep the condition checking {{ $('Gmail Intake Trigger').item.binary }} exists.
2. In Extract All Attachments, keep the function code that outputs all attachment binaries.
3. Confirm parallel execution: Extract All Attachments outputs to both Search Existing Files and Merge Attachment Info in parallel.
4. Set Search Existing Files with Query String to: {{ $('AI Mail Classifier').item.json.output.metadata.receivedDate.toDateTime().format('yyyy.MM.dd') + " - " + $('Gmail Intake Trigger').item.json.from.value[0].address + ' - ' + $('Extract All Attachments').item.json.fileName.split(".")[0] + "." + $('Extract All Attachments').item.json.fileName.split(".")[1]}} and set Return All to true.
5. In Evaluate File Presence, keep the check that {{ $('Search Existing Files').item.json }} is not empty.
6. In Merge Attachment Info, set Mode to chooseBranch and Use Data Of Input to 2.
7. In Upload to Drive Storage, set Folder ID to [YOUR_ID] and keep the Name expression for standardized file naming.

Credential Required: Connect your Google Drive credentials to Search Existing Files and Upload to Drive Storage.

Step 6: Test and Activate Your Workflow

Run a full test to verify classifications, drafts, labels, and uploads, then enable the workflow.

1. Click Execute Workflow and send a test email to trigger Gmail Intake Trigger.
2. Confirm AI Mail Classifier outputs structured JSON matching Structured Result Parser.
3. Verify drafts appear in Gmail from Generate Draft Reply, labels are applied by Apply Classification Label and Flag as Processed, and urgent alerts are sent by Dispatch Urgent Alert.
4. Check Google Drive to confirm files were created by Upload to Drive Storage when attachments exist.
5. Toggle the workflow to Active for production use.