What Can You Do With This Automation?
An automation that creates tasks from new contact emails can:
Automatically generate tasks based on newly received emails.
Streamline the onboarding process for new clients or team members.
Ensure timely follow-ups and responses without manual input.
Organize incoming leads and assign them to the appropriate team members.
Enhance productivity by reducing administrative overhead.
Use Cases For Create Task From New Contact Email
Potential use cases for an automation that can create tasks from new contact emails include:
Sales teams can automatically create tasks to follow up with potential leads.
Customer support can generate tasks for handling new customer inquiries or issues.
HR departments can streamline recruiting by creating tasks for new job applicants.
Event planners can track new registrations and RSVPs by converting them into actionable tasks.
Project managers can immediately allocate tasks to team members upon receiving client emails.
How To Use This Automation
Here’s how to set up your first Taskade Automation:
Go to the “Automations” tab in your workspace.
Click ➕ Add automation ➡ choose a template or start from scratch.
Click ➕ Add Trigger and define the conditions.
Click ➕ Add Action and define the conditions.
Enable the toggle in the top-right corner to activate the automation.