What does this automation do?
Apply a label in Gmail and a full project appears from your template, with the checklist already in it.
What can you do with it?
- Go from an inbound request to a kickoff without a setup meeting
- Use the same project shape for every engagement
- Keep the original message linked from the work
The Steps
This automation runs in 3 steps:
- When Gmail — New Email with Label
- Then Taskade — Create from a template
- Then Taskade — Add Task
Who is this automation for?
Built for agencies and service teams whose jobs arrive by email. Apply a label in Gmail and a full project appears from your template, with the checklist already in it.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "New Email with Label" from Gmail.
- Add the action "Create from a template" from Taskade.
- Add the action "Add Task" from Taskade.
- Enable the toggle in the top-right corner to activate the automation.
Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps for you.