Google Mail
Airtable
Workflow Template

Classify and save desired emails to Airtable

This playbook will classify all newly received emails based on your classifier. It will then save the important emails to a Airtable.
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When email received
Trigger
Classify customized text
Action
Add data to Airtable
Action

How does this automation work?

Bardeen's playbook for classifying and saving emails to Airtable provides a seamless method for managing your inbox and ensuring that important communications are captured and organized effectively. This workflow is particularly useful for professionals who receive a high volume of emails and need to quickly sort and store the most relevant ones. By using AI-powered classification, you can automate the process of identifying emails that matter most and save them to Airtable, a powerful organizational tool that combines the simplicity of spreadsheets with robust database functionalities.

Here is how this workflow classifies new emails and saves them to Airtable:

  • Step 1: Email classification setup: When new emails are received, they are classified based on a customized Bardeen AI classification task. You will define the criteria for classification.
  • Step 2: Classify incoming emails: Emails that meet your classification criteria are then processed by Bardeen's AI to categorize them accurately. This step saves time by automating the sorting process.
  • Step 3: Save important emails to Airtable: Once the emails are classified, the relevant ones are saved to an Airtable table. Airtable acts as a dynamic repository for your important communication, making it easy to access and act on valuable information.
Run this Airtable automation with Bardeen in minutes.

How to run the workflow

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. 

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. 

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. 

Let’s set it up!

Step 1: Create an Airtable

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

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.

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.

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

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.

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. 

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.

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”.

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

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

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!

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

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.

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

Find more Gmail and Airtable integrations.

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

Run this Airtable automation with Bardeen in minutes.

Available actions & triggers

Apps:
Classify and save desired emails to Airtable
Classify and save desired emails to Airtable
Classify and save desired emails to Airtable
Types:
Both
Actions
Triggers
When Table changes
When Table changes
Trigger
When label is added to email
When label is added to email
Trigger
Forward email
Forward email
Action
Create draft email
Create draft email
Action
Get values from Airtable view
Get values from Airtable view
Action
Get Airtable tables
Get Airtable tables
Action
Find email thread from current page
Find email thread from current page
Action
Add row to Airtable
Add row to Airtable
Action
Add data to Airtable
Add data to Airtable
Action
Reply to email
Reply to email
Action
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FAQs

Bardeen - Playbook / Autobooks: Is it possible to create a Playbook that scrapes data from a website and sends it as an email attachment?

You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.

Youtube: Can I download a Youtube video to my computer using Bardeen?

Unfortunately, Bardeen is not able to download videos to your computer.

Google Sheets: What is the best way to export data to Google Sheets?

Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.

Meetings: Is there a playbook to record and summarize meetings?

There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment

Playbooks/Autobooks: How do I edit an action in a Playbook or Autobook?

Please follow the following steps to edit an action in a Playbook or Autobook.

Scraper: How can I get data from multiple sections of a profile (Eg: getting the experience section on a linkedin profile)?

Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.

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