Bardeen’s playbook for classifying past emails and saving the categorized data to Google Sheets is designed to increase efficiency in email management. By automating the categorization process, users can swiftly organize their inbox based on specific criteria without manual sorting. This saves time and ensures that important emails are easily accessible. With this automation, you can analyze email trends, manage your inbox more effectively, and maintain a structured record of email communications in a spreadsheet format.
Here's how this workflow operates to classify emails and log them into Google Sheets:
Are you drowning in a sea of emails, spending valuable time sifting through your inbox to find crucial messages while unwanted ones clutter your digital workspace? It's a common frustration.
Consider a practical solution that effortlessly tackles this email overload. This automation scans and identifies emails within your specified timeframe, categorizing them as either valuable or unwanted based on your unique classifier. No more tedious manual sorting or missing important correspondences.
It also takes the results and securely stores them in a Google Sheets spreadsheet, simplifying your record-keeping process. Whether you're tracking leads, managing subscriptions, or keeping tabs on critical updates, this automation streamlines your email management, freeing up your time for more meaningful tasks.
Bid farewell to email chaos and regain control over your digital communication. It's time to declutter your inbox and optimize your workflow.
Let’s set it up!
First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Google Sheets.
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.
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 to my spreadsheet.
Click on “Save Input” and checkmark Google Sheets and your classifier. This will save you time from setup in the future. You can edit Inputs later by hovering over the playbook.
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 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.
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Bardeen completes tasks in apps and websites you use for work, so you don't have to - filling forms, sending messages, or even crafting detailed reports.
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Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.
200,000+ users and counting use Bardeen to eliminate repetitive tasks
You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.
Unfortunately, Bardeen is not able to download videos to your computer.
Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.
There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment
Please follow the following steps to edit an action in a Playbook or Autobook.
Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.
