Forward emails — Send any email (bills, statements, letters) to your ClearDesk address: see sidebar
Or open Gmail and apply the cleardesk label to any email you want ClearDesk to process.
Google Drive — Drop any PDF, image, or document into: ClearDesk/_Inbox in your Google Drive
Filing documents
Select a document from your inbox → choose a folder from the dropdown → click File. The document moves to that folder in your Google Drive automatically.
Custom folders
Create a subfolder anywhere inside ClearDesk/ in your Google Drive — it will appear automatically in the Filing section on your next refresh.
Asking questions
Use the chat panel on the right to ask questions about your documents: "When does my car insurance renew?" "What's my Welsh Water account number?" "What bills are due this month?"
Todos & Policies
Claude extracts action items from scanned documents and adds them to Todos automatically. Insurance renewals and subscriptions are tracked separately in Policies.
Workspace members
Invite someone to this workspace — they'll get a magic link to sign in:
Send feedback
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Connect your Google account
ClearDesk needs access to your Google Drive and Gmail to scan, summarise, and file your documents.
What this sets up
📁A ClearDesk folder in your Google Drive with organised subfolders (Inbox, Tax, Insurance, etc.)
📧A cleardesk label in your Gmail — forward or label emails to process them
🤖AI document scanning — Claude reads, names, and summarises each document for you