Google Mail
Coda
playbook Template

Classify past emails as wanted or unwanted and save to Coda

This automation will find emails from your specified timeframe and categorize them as wanted or unwanted based on your classifier. It will then save the results to a Coda table.

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?

Find emails
Action
Classify customized text
Action
Add data to Coda table
Action

Organizing your inbox can be a daunting task, especially when sorting through a large volume of emails. Bardeen's automation simplifies this process by classifying your past emails as wanted or unwanted, then saving the categorized results directly to a Coda table. By leveraging AI-powered actions and seamless integrations, this workflow helps you maintain a clean and organized inbox, which is vital for personal productivity.

Here's how this workflow simplifies email classification and organization:

  • Step 1: Find Emails - Bardeen fetches emails from your Gmail account within the specified date range. This step gathers the data that will be categorized.
  • Step 2: Classify Emails - Utilizing Bardeen AI Actions, each email is then classified as 'wanted' or 'unwanted' based on your personal classifier. This AI-driven process ensures accuracy and saves time.
  • Step 3: Save to Coda Table - Finally, the classified emails are saved to a table in your Coda document. Coda combines documents and spreadsheets into a flexible workspace, making it a perfect place to organize your email data.
Run this Coda automation with Bardeen in minutes.

How to run the playbook

Manually sifting through emails within a specified timeframe can be a time-consuming task, particularly when the need to distinguish between important and unwanted messages is paramount. This constant email management struggle can disrupt your workflow and productivity.

This automation is designed to streamline your inbox management. It serves as your virtual assistant, meticulously categorizing emails based on your predetermined criteria. No more laborious sorting, no more inbox clutter.

Whether you're dealing with critical business communications or the perpetual influx of spam, this automation offers a precise solution. Plus, it seamlessly archives the results in a Coda table, ensuring an organized and accessible email repository. Regain control of your inbox effortlessly with this automation.

Let’s set it up!

Step 1: Create a Coda table

The first step is to create a Coda table with the email information you want to save.

Bardeen will extract information from your emails like subject line, sender, date, link to email, labels and pair them with the information from your classifier, once your setup is complete.

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

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

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 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. 

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

The left side consists of all the fields Bardeen will scrape for you. On the right side, specify the fields in Coda 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 Coda. You can edit Inputs later by hovering over the playbook. 

Step 3: Run the playbook to classify past emails and save to Coda

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 your emails from a timeframe. It will go over every email for the timeframe, categorize them based on your classifier and save the results and classification to a Coda table.

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

Find more Gmail and Coda integrations.

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

Run this Coda automation with Bardeen in minutes.

Available actions & triggers

Apps:
Classify past emails as wanted or unwanted and save to Coda
Classify past emails as wanted or unwanted and save to Coda
Classify past emails as wanted or unwanted and save to Coda
Types:
Both
Actions
Triggers
Add data to Coda table
Add data to Coda table
Action
Find email thread from current page
Find email thread from current page
Action
Find Coda docs
Find Coda docs
Action
Archive email
Archive email
Action
Find emails
Find emails
Action
Get rows from coda table
Get rows from coda table
Action
Delete rows in Coda document
Delete rows in Coda document
Action
When email is received
When email is received
Trigger
Find Coda tables
Find Coda tables
Action
Delete email
Delete 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?

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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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