Automate Email to Task

What Can You Do With This Automation?

Our Automate Email to Task feature is designed to turn your inbox into a powerful command center for all your projects and tasks. By leveraging AI, it intelligently transforms incoming emails into actionable items, ensuring that you never miss a beat on your to-dos. Here’s how it can streamline your workflow:

• Convert Emails into Tasks: Automatically categorizes and converts emails into tasks within your project boards, saving you the hassle of manual entry.
• Smart Prioritization: Analyzes the content of your emails to suggest priority levels, helping you tackle the most critical tasks first.
• Due Date Detection: Recognizes dates and deadlines mentioned in emails and sets reminders accordingly, so deadlines are always met.
• Team Assignments: Automatically assigns tasks to the appropriate team members based on keywords or sender information, enhancing collaboration.
• Custom Workflow Integration: Tailors task creation to fit your specific workflow needs, allowing for a personalized approach to task management.

This automation not only saves valuable time but also ensures that every opportunity or task, whether big or small, is captured and actioned upon efficiently.

Use Cases For Automatically Creating Tasks From Your Email

The potential use cases for automation that converts emails into tasks span across various industries and roles, showcasing its versatility and power in streamlining workflows and enhancing productivity. Here are some examples:

1. Customer Support: For support teams inundated with customer inquiries, this automation can transform each email into a task in a support queue, ensuring that every customer receives a timely and personalized response. It allows for better tracking, prioritization, and resolution of customer issues.
2. Sales and CRM: Sales professionals can automatically convert leads and inquiries received via email into tasks or opportunities in their CRM system. This ensures that no potential sale falls through the cracks and allows for timely follow-ups, ultimately driving sales growth.
3. Project Management: Project managers receive a myriad of emails related to different projects. This automation can sort these emails into specific project tasks, assign them to the right team members, and set deadlines based on the content of the emails, keeping projects on track and teams aligned.
4. HR and Recruitment: HR professionals can streamline the recruitment process by converting applications and inquiries received by email into tasks. This can help in organizing resumes, scheduling interviews, and ensuring timely communication with candidates.
5. Event Planning: For event planners who manage their events via email communication, this automation can convert venue options, catering choices, and other details into actionable tasks. It simplifies the planning process, ensuring that nothing is overlooked and that every detail is accounted for.

In each of these scenarios, automating the creation of tasks from emails not only saves time but also ensures a higher level of organization, efficiency, and responsiveness, enabling teams and individuals to focus more on the work that matters.

How To Use This Email Automation

Here’s how to set up your first Taskade Automation:

1. Go to the Automations tab in your workspace or folder.
2. Click ➕ Add automation
3. Click ➕ Add Trigger and choose a trigger from the drop-down list.
4. Specify the conditions for the trigger on the right.
5. Click Save Changes in the top-right corner.

Visit our help center for more information on using Taskade Automations.