Sorting through your inbox can feel like navigating a maze blindfolded. Ever wished for a sidekick that not only identifies crucial emails but also files them neatly away? Picture this: A seamless playbook that effortlessly categorizes your incoming emails, sparing you the email hide-and-seek. 

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No more wasting time deciphering what's urgent or important. Let's banish the chaos and usher in an era where your inbox is a haven of order. Say goodbye to missed deadlines and overlooked opportunities. 

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This automation isn't just a remedy; it's a game-changer. Whether you're a freelancer juggling multiple gigs or a corporate warrior battling an overflowing inbox, this playbook becomes your silent ally, ensuring the essential stays at your fingertips. 

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Let’s set it up!

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Step 1: Create an Airtable

The first step is to create an Airtable with the email information you want to save.

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Bardeen will extract information from your emails like subject, body, date, sender, classification, classification explanation and pair them with the information from your classifier, once your setup is complete.

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Step 2: Install the extension and map the information to Airtable

You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Airtable.

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Click the “Pin it” button at the top of this page to get this automation saved to your Playbooks.

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Activate Bardeen (or hit Option + B on Mac or ALT + B on PC on your keyboard) and click on the playbook card. The setup flow will start.

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Bardeen will then prompt you to modify your email classifier. You can choose an existing one or create a new classifier with criteria for your emails. 

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After you click “customize classifier”, Bardeen’s classifier configuration will launch. You will be asked questions about your emails. Answer in as much detail as possible. This will ensure that the classifier is more accurate.

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After you answer your questions, Bardeen will request that you sort your emails into categories. Your emails will be classified as “important” and “unimportant” based on your descriptions here. For example, I entered “Emails with Invoice” for the important emails and added details. Emails that fit that description will be categorized as “important” and any other emails will be categorized as “unimportant”.

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Finally, we recommend that you train your classifier with sample emails to increase accuracy of the results. 

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After your classifier setup is complete and you choose your Airtable, Bardeen will ask you to map your fields to Airtable.

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The left side consists of all the fields Bardeen will scrape for you. On the right side, specify the fields in Airtable that you want to associate with the information on the left. If you don’t want a piece of information, leave that field empty, and it will be skipped. That’s it!

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Click on “Save Input” and checkmark Airtable. You can edit Inputs later by hovering over the playbook. 

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Step 3: Run the playbook to classify and save desired emails to Airtable

Press Option + B on Mac or ALT + B on PC on your keyboard to launch Bardeen. Click on the playbook card and run the playbook to classify and save your email. It will classify all newly received emails based on your classifier. It will then save the important emails to an Airtable.

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You can also edit the playbook and add your next action to further customize the automation.

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Find more Gmail and Airtable integrations.

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You can also find more about how to increase your personal productivity and automate your data sourcing and research workflow.

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