Automate Email to Project

Unleash the full potential of your project management with our revolutionary automation that effortlessly turns your emails into organized, actionable projects, transforming chaos into clarity with a single click.

What Can You Do With This Automation?

Transform your inbox into a powerful project management tool with our automate email to project automation. This innovative feature allows you to:

• Convert Emails into Tasks: Automatically turn any email into a task within your project management board, ensuring you never miss an action item again.
• Assign and Prioritize: Directly assign tasks to team members and set priorities right from your inbox, streamlining team collaboration and efficiency.
• Track Progress: Instantly update project statuses as you work through your emails, providing real-time visibility into project progress.
• Automate Workflow Triggers: Set up specific keywords or senders to trigger task creation, so relevant emails always become actionable items.
• Integrate Seamlessly: Effortlessly connect with your existing email platform, allowing for a smooth transition and immediate productivity gains.

By automating the process of converting emails into projects, you can ensure that every communication is captured, categorized, and actioned, freeing up valuable time to focus on what truly matters.

Use Cases For Automatically Creating Projects From Your Email

Our Automate Email to Project automation is designed to bridge the gap between your inbox and project management tools, streamlining workflow and enhancing efficiency. Here are some practical use cases where this automation can make a significant impact:

• Project Kick-offs: Automatically create a new project or task in your project management tool when you receive an email with specific keywords like “new project” or “start.” This ensures that every new opportunity is captured and actioned promptly.
• Client Requests: Transform emails from clients into tasks or projects, complete with deadlines and assigned team members, ensuring that client requests are never lost in your inbox and are acted upon efficiently.
• Event Planning: For emails related to event planning, such as venue booking confirmations or supplier quotes, automatically generate tasks in your project management tool, keeping all relevant information in one place and making event planning more manageable.
• Team Assignments: Convert emails containing team assignments or project updates into tasks within a project, ensuring that everyone on the team has visibility into their responsibilities and project status.
• Invoice Processing: Automatically create projects or tasks from emails containing invoices or payment reminders, ensuring that financial documents are processed and paid on time, streamlining your finance and administration workflows.

These use cases highlight how this automation can transform the way teams handle their email communication, turning every email into a potential action point or project, thereby ensuring that nothing falls through the cracks.

How To Use This Email Automation

Here’s how to set up your first Taskade Automation:

1. Go to the Automations tab in your workspace or folder.
2. Click ➕ Add automation
3. Click ➕ Add Trigger and choose a trigger from the drop-down list.
4. Specify the conditions for the trigger on the right.
5. Click Save Changes in the top-right corner.