AI Agents and Google Drive workflows you can build
Each one uses only triggers and actions the two integrations ship today, plus FlowMattic's own tools. Where the library has a ready-made template, import it instead of building from scratch.
Give every new upload a clear, consistent name
The agent reads the original file name, type and upload date and returns a name in your house pattern, such as date, client and document type, which Update File/Folder Name applies.
New File in Folder→Execute Agent→Update File/Folder Name
Sort an inbox folder into the right subfolders
Files dropped into one intake folder get a category from the agent, invoice, contract or photo, and a Router moves each file to the folder for that category.
New File in Folder→Execute Agent→Router→Move File
Sum up review comments on a changed draft
When a draft in the review folder is updated, its comments are fetched, the agent groups them into agreed changes and open questions, and the summary is posted back as a comment for the author.
Updated File→List Comments on File→Execute Agent→Add Comment to File
Draft a proposal from a webhook and share it after approval
A form or CRM sends client details to a Webhook, the agent writes a first proposal, a teammate approves it in Human in the Loop, and the file is saved and shared with the client.
Webhook→Execute Agent→Human in the Loop→Create File From Text→Share File
Write a weekly index of what was added to a folder
Each Friday a Schedule lists the files in a project folder, the agent writes a short index grouped by type with one line per file, and it is saved as a new text file in the folder.
Schedule→List Files in Folder→Execute Agent→Create File From Text
Start each new project folder with a starter checklist
Creating a project folder runs the agent on its name, which drafts a kickoff checklist for that kind of job. The checklist is saved inside the folder before anyone adds files.
New Folder→Execute Agent→Create File From Text