Google Mail
Google Mail
Google Sheets
Google Sheets
When email is received
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Google Mail
Classify and save desired emails to Google Sheets
Google Sheets
Classify and save desired emails to Google Sheets
Classify and save desired emails to Google Sheets
Classify and save desired emails to Google Sheets

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.

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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.

Action Flow

Input

When running a Play- or Autobook you'll be asked for following information:

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

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Creator Avatar
Creator
Bardeen
Last update:
September 16, 2023

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