Create Task From New Contact Email

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:

1. Go to the “Automations” tab in your workspace.
2. Click ➕ Add automation ➡ choose a template or start from scratch.
3. Click ➕ Add Trigger and define the conditions.
4. Click ➕ Add Action and define the conditions.
5. Enable the toggle in the top-right corner to activate the automation.