Create project management tasks from important emails
This automation extracts information from flagged emails and automatically generates corresponding tasks within a project management system.

Interested in staying up-to-date with AI and automation in business?
Join over 1,400 other early adopters of AI and automation to learn how to leapfrog the competition. We do the hard work for you and compile an easy-to-read what-you-need-to-know email every week.
Here is our 5-step process for turn-key automation:
- We assess your needs and verify that the automation does what you expect.
- We map out the systems you currently have in place, and identify any additional needs.
- We send you a proposal for implementation.
- We implement the automation.
- We provide documentation and training for the automation.
Managing customer support requests
Automatically convert customer emails into actionable tasks, ensuring prompt follow-up and improving customer satisfaction.
More automations for this use caseTracking sales leads
Capture potential leads from email communications and create tasks for follow-up, streamlining the sales process and increasing conversion rates.
More automations for this use caseHandling project-related communications
Transform email updates or requests into project tasks, ensuring that all action items are tracked and managed efficiently.
More automations for this use caseDelegating tasks received via email
Quickly assign tasks to team members directly from emails, improving team collaboration and accountability.
More automations for this use caseCreating tasks from meeting notes sent via email.
Streamline the process of actioning meeting outcomes by automatically generating tasks from notes received, improving team productivity.
More automations for this use case