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Google Mail
Google Sheets
playbook Template

Classify and save desired emails to Google Sheets

This playbook will classify all newly received emails based on your classifier. It will then save the desired emails to a Google Sheets spreadsheet.

This is a Bardeen playbook. It's a pre-built automation template you can run in one-click to perform a repetitive task. Get started with our free Chrome extension.

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How does this automation work?

When email received
Trigger
Classify customized text
Action
Add data to sheet tab
Action

Bardeen automates the process of classifying and saving important emails to Google Sheets, allowing you to focus on the emails that matter most. With the help of AI, you can efficiently manage your inbox by having Bardeen classify new emails based on your specifications. Your designated emails can be stored in Google Sheets, streamlining your workflow and enabling you to easily access, sort, and analyze important communications.

Here's how this workflow simplifies email management and saves you time:

  • Step 1: Classify incoming emails - When a new email is received, Bardeen uses AI to classify it according to your predefined categories.
  • Step 2: Select desired emails - Based on the classification, Bardeen will identify the emails you wish to track and prepare them to be saved in Google Sheets.
  • Step 3: Save to Google Sheets - The selected emails are then saved to a Google Sheets spreadsheet of your choice. Google Sheets allows for easy collaboration and data analysis.
Run this Google Mail automation with Bardeen in minutes.

How to run the playbook

Are you drowning in a sea of emails, desperately searching for that one important message? Frustrated by the chaos in your inbox that hinders your workflow? We get it. Dealing with email overload can be a real headache.

This smart automation effortlessly categorizes all incoming emails using your customized classifier. No more lost communications, no more sifting through countless messages.

But that's not all. It goes a step further by securely archiving the emails you specify directly into a Google Sheets spreadsheet. Whether you're tracking leads, managing support tickets, or simply keeping records, this automation streamlines the process, saving you valuable time and reducing errors.

Say goodbye to email chaos and hello to a more organized, efficient workflow.

Let’s set it up!

Step 1: Set up the automation

Click the “Try it” button at the top of this page to get this Autobook saved.

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

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 the emails you want to keep. 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 create your categories. Your emails will be classified based on your categories and descriptions here. For example, I entered “Emails with Invoice” as a category and added a description. Emails that fit that description will be categorized as “Emails with Invoice” and any other emails will be categorized as “unwanted”.

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

Finally, enter the category that will trigger the automation and update your Google Sheets row. For this example, I want all emails with invoices and receipts to be saved in my spreadsheet. So I entered “Emails with Invoice” as the classification I want. This will ensure that only emails that fit this category will be saved in Google Sheets.

Step 2: Run the playbook to classify and save desired emails to Google Sheets

Once your classifier is configured, you can turn on the automation. Make sure the automation is activated (toggled on).

Now, whenever you receive an email, Bardeen will check to see if that email fits your category.

If it does, the email will be saved in your Google Sheets spreadsheet.

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

Find more Gmail and Google Sheets integrations.

You can also find more about how to increase your personal productivity.

Run this Google Mail automation with Bardeen in minutes.

Available actions & triggers

Apps:
Classify and save desired emails to Google Sheets
Classify and save desired emails to Google Sheets
Classify and save desired emails to Google Sheets
Types:
Both
Actions
Triggers
When new row is appended
When new row is appended
Trigger
Add data to sheet
Add data to sheet
Action
Update or add rows in/to a tab
Update or add rows in/to a tab
Action
Add data to sheet tab
Add data to sheet tab
Action
When row is added to Google Sheet
When row is added to Google Sheet
Trigger
Add text to Google Sheet
Add text to Google Sheet
Action
When email is starred
When email is starred
Trigger
Get table from Google Sheet
Get table from Google Sheet
Action
Find emails
Find emails
Action
Update or add rows in/to sheet
Update or add rows in/to sheet
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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