Automate Email Management: Integrate Gmail with monday.com for Enhanced Productivity

In today’s fast-paced business environment, automating repetitive tasks is essential for enhancing efficiency and productivity. One highly sought-after solution is integrating Gmail with monday.com to seamlessly manage and track emails within your project workflows.

Use Cases

• Customer Support: Automatically create support tickets in monday.com when customers send emails to your support address, ensuring timely responses and efficient tracking.

• Sales Enquiries: Convert incoming sales emails into tasks, allowing your sales team to manage and follow up on leads directly from monday.com.

• Project Management: Transform client emails into actionable tasks, ensuring project requirements and communications are logged and assigned to team members appropriately.

How to Set It Up

1. Connect Gmail to monday.com:

• Within your monday.com account, navigate to the board where you want to set up the automation.

• Click on the “Integrate” button located at the top right corner of the board.

• In the integrations centre, select Gmail from the list of available integrations.

2. Choose a Predefined Integration Recipe:

• monday.com offers several Gmail integration recipes. For instance, select the recipe: “When an email is received, create an item in this board.”

3. Configure the Integration:

• Set up the trigger by specifying criteria such as the sender’s email address, subject line keywords, or specific labels in Gmail.

• Map the email details (e.g., subject, body, sender) to the corresponding columns in your monday.com board.

4. Activate the Integration:

• Once configured, click “Add to Board” to activate the integration.

• Test the automation by sending a test email that meets the specified criteria to ensure it creates a new item on your board as expected.

By implementing this automation, businesses can reduce manual data entry, ensure no critical emails are overlooked, and maintain a centralised system for task management. For more information on how to optimise your monday.com platform, visit our monday.com solutions page