What does this automation do?
A new CRM contact gets a first-touch email written by the built-in Generate with AI step and parked in your drafts folder for a person to send.
What can you do with it?
- Have the first email already written when you open the record
- Keep a human on the send, so nothing goes out unread
- Ship the flow with no provider account and no key
The Steps
This automation runs in 3 steps:
- When HubSpot — New Contact
- Then Taskade AI — Generate with AI
- Then Gmail — Create Draft Email
Who is this automation for?
Built for sales teams that want a draft waiting, not an email sent. A new CRM contact gets a first-touch email written by the built-in Generate with AI step and parked in your drafts folder for a person to send.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "New Contact" from HubSpot.
- Add the action "Generate with AI" from Taskade AI.
- Add the action "Create Draft Email" from Gmail.
- 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.