Google Mail
Slack
Workflow Template

Classify and send important emails in Slack

This automation will classify important emails based on your custom criteria. It will then send the important emails to a Slack channel or user of your choice.
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When email received
Trigger
Classify customized text
Action
Send Slack message
Action

How does this automation work?

Bardeen's "Classify and Send Important Emails in Slack" playbook is designed to enhance productivity by using AI to filter important emails and then communicate them through Slack. This automation is perfect for sales prospecting, recruiting, and personal productivity, ensuring that critical communications are promptly highlighted and shared with the relevant team members or stakeholders.

Here's how this workflow processes and shares important emails:

  • Step 1: Receive and classify emails - When a new email is received, BardeenAI uses your personal classification criteria to determine its importance and categorizes the email accordingly.
  • Step 2: Classify with Bardeen AI - The email's content is analyzed and classified to ensure that only emails meeting the specified criteria are considered important.
  • Step 3: Send to Slack - Once an email is classified as important, a Slack message is automatically sent to a chosen channel or user, notifying them of the new important email.
Run this Google Mail automation with Bardeen in minutes.

How to run the workflow

Ever found yourself manually sifting through emails, desperately seeking the vital ones? The struggle is universal. This automation is the remedy, designed to be your email triage virtuoso. 

No more grappling with inbox chaos; this tool is the answer. Establish your unique criteria, and watch as it meticulously sorts through the clutter, ensuring the essential emails land precisely where you need them. 

Say farewell to missed opportunities and overlooked deadlines. Redirect crucial communication to your chosen Slack channel effortlessly. It’s a refined solution to your email mayhem, saving not just time but preserving your sanity amidst the digital deluge.

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 automation 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 Slack, if you haven’t done so already.

Bardeen will then prompt you to choose or create your custom classifier. The classifier action is what will classify your emails as “important”. To do this, you will need to define what an important email is to you. Click on “Customize Classifier” to create your email classifier.

You will need to answer some questions about the emails. For example, I want to classify every email that has a financial document, receipt or invoice as “important”.

After you answer the questions, Bardeen will prompt you to enter your category descriptions. It’s important to explain each category in detail as this is the information Bardeen will use to classify your emails. Since I only want to classify invoices and receipts, I entered the following information: 

After you enter your categories, Bardeen will ask you to train your model. We recommend that you complete this step, as it will increase the accuracy of your results.

Finally, Bardeen will ask you to specify a Slack user or channel to send emails that are classified as “important”.

Once your setup is complete, save and activate your Autobook.

Step 2: Activate the autobook to classify and send important emails in Slack

Make sure the automation is activated (toggled on).

Now, each email that you receive will be analyzed based on your criteria. For example, if you receive the email below, it will not be sent to Slack.

However, the following email fits the criteria we entered in our descriptions.

In this case, the classifier will label this email as “important” and forward it to the Slack channel or user that you specified.

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

Find more Gmail and Slack integrations.

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

Run this Google Mail automation with Bardeen in minutes.

Available actions & triggers

Apps:
Classify and send important emails in Slack
Classify and send important emails in Slack
Classify and send important emails in Slack
Types:
Both
Actions
Triggers
Send Slack message
Send Slack message
Action
Archive email
Archive email
Action
Find Slack users
Find Slack users
Action
Update status to do not disturb
Update status to do not disturb
Action
When email is received
When email is received
Trigger
Send file to Slack
Send file to Slack
Action
When label is added to email
When label is added to email
Trigger
Find email thread from current page
Find email thread from current page
Action
Forward email
Forward email
Action
Get Slack user info
Get Slack user info
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.

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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?

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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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