In the modern workspace, multitasking across multiple projects translates to an avalanche of emails, each potentially carrying vital information and updates. Filtering emails pertinent to specific subjects, organizing, analyzing, and responding to this influx of information is time-consuming and error-prone. Challenges in information management, inefficiency in manual handling, and the hurdles in information organization and analysis are all too familiar pain points in our everyday professional life.
Now, the combination of AITable.ai and Make brings a solution that automates Gmail email filtering and information organization.
Harnessing the Power of AITable.ai and Make
AITable.ai simplifies workflow automation with a visual database and extends its capabilities by offering connectivity to over 6,000 apps via Albato, Zapier, Make, Pabbly, and Activepieces.
The automation we aim to explore in this article is based on Make, which filters out Gmail emails that meet specific conditions and synchronizes the email content into AITable.ai.
Tutorial: Gmail Email Filtering and Synchronization
To begin, create a datasheet in AITable.ai that includes the email information you wish to sync. This could include the sender’s name, email address, email body, email subject, and any other relevant email information.
Next, launch Make and create a new Scenario. Choose Gmail as the first module and connect your Gmail account. It’s important to note that connecting to Google services for the first time in Make isn’t as simple as clicking ‘Authorize.’ You’ll need to use a custom OAuth client.
Make provides detailed guidance documents and videos that you can refer to for this process: Connecting to Google services using a custom OAuth client.
Once your account is linked, you can fill in the relevant configuration information. Select the mailbox folder you want to sync, choose ‘Gmail filter’ as the filter type. The ‘Query’ field is crucial as it determines your filtering conditions. For instance, if you want to filter emails based on specific words or phrases in the email, Follow this format: “Key words or phrases you want to screen”.
Use Gmail search syntax, for example, to search for messages in the Social category that include an attachment, use ‘category:social has:attachment.’ Further guidance can be found here: Refine searches in Gmail
You can also set how often the search and sync should be executed.
Then, for the second module, select AITable. Connect your AITable account following the provided configuration information. Then, link it to the specific space, datasheet, and view you want to sync.
Next, map the variables from Gmail that you want to sync to the corresponding fields in your datasheet. Save the settings, and your automation workflow is set up.
The Significance of AITable.ai in Automation
AITable.ai is not merely a tool for sending emails or auto-responding. It’s a comprehensive platform capable of handling various automated office operations, significantly enhancing your work efficiency. By embracing automation, you can reduce the time spent on repetitive tasks and increase accuracy and consistency. This approach also helps you cultivate a more organized and efficient workspace.
Don’t let the overwhelming flood of emails bury the ones that matter. Unleash the power of AITable.ai and Make to automate your Gmail email filtering and synchronization. By doing so, you’re not just enhancing your efficiency; you’re revolutionizing the way you manage your emails.
Start your journey with AITable.ai today and transform your email management strategy into a breeze.