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Automate task creation from emails

What does this automation do?

This automation automatically creates tasks from incoming emails. It extracts relevant information from emails to populate task details in a task management system.

Email System
Task Management System

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How does the implementation work?

Here is our 5-step process for turn-key automation:

  1. We assess your needs and verify that the automation does what you expect.
  2. We map out the systems you currently have in place, and identify any additional needs.
  3. We send you a proposal for implementation.
  4. We implement the automation.
  5. We provide documentation and training for the automation.
What processes this automates

Customer support email follow-up

Ensures all customer support emails are addressed by automatically creating tasks for support teams, improving response times and customer satisfaction.

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Meeting action items tracking

Convert meeting minutes emails into actionable tasks, ensuring follow-up and accountability for meeting outcomes, improving team productivity.

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Project task assignment from email requests

Streamline project task assignment by automatically creating tasks from email requests, reducing manual task entry and improving project management efficiency.

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Personal to-do list management

Easily manage personal to-do lists by forwarding emails to the automation, quickly capturing action items and improving personal organization.

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Sales lead follow-up

Ensure timely follow-up on sales leads by automatically creating tasks from new lead notification emails, improving lead conversion rates and sales performance.

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