🤖 Convert Email to Tasks with AI

What Can You Do With This Automation?

• Transform emails into actionable tasks instantly.
• Organize tasks by priority, due date, or project category.
• Automate task assignment to team members or specific departments.
• Track all email-derived tasks in a unified workspace.
• Enhance productivity by reducing manual data entry.

Use Cases for Email-to-Task Conversion

• Streamline team workflows by auto-assigning incoming project requests.
• Improve customer support with fast task generation from client emails.
• Consolidate marketing leads by converting email inquiries to tasks.
• Enhance HR processes by managing recruitment emails as tasks.
• Simplify sales follow-ups by turning email leads into actionable tasks.

How To Use This Automation

1. Go to the “Automations” tab in your workspace.
2. Click ➕Add automation ➡ choose a template or start from scratch.
3. Click “➕Add Trigger” and define the conditions.
4. Click “➕Add Action” and define the conditions.
5. Enable the toggle in the top-right corner to activate the automation.