Tired of manually sifting through your inbox to find important emails and keeping track of all the details? With this automation, you can easily automate the task of email management.

‍

This automation simplifies the process of finding and organizing emails by allowing you to specify a timeframe. It will automatically scan your inbox and save all the relevant information to a Coda table, ensuring that you have all the important details in one place.

‍

Whether you're a busy professional, a small business owner, or just looking to simplify your workflow, this automation is the perfect solution. Try it out today and experience the benefits for yourself.

‍

Let’s set it up!

Step 1: Create a Coda table

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

‍

Bardeen will extract information from the emails and get profile information like subject line, email body, the date the email was sent, the sender, Cc and ink to the email.

‍

Step 2: Install the extension and run the playbook

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

‍

Click the “Pin it” button at the top of this page to get this automation saved to your Playbooks. 

‍

Click on the playbook card, and the setup flow will start. 

‍

You will be asked to specify an after date and a before date. Enter the timeframe for the emails you want to save to Coda. For example, if you enter “today” for the before date input and “5 weeks ago” for the after date input, Bardeen will find all the emails that you received in the past 8 weeks and copy those to Coda.

‍

Bardeen will also ask you to enter an email limit. If you wish to limit the emails to a certain number, you can populate this field.

‍

 After you choose the dates, the Coda table to save the information and the email limit, you will get a prompt to map the information to the fields in 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: Start saving!

When you want to copy all emails from a timeframe to a Coda table, activate Bardeen (or hit OPTİON + B) and run this playbook. It will find all emails from your specified timeframe and save all the information to a Coda table.

‍

This automation is fantastic in assisting in project management by keeping all relevant emails and their details in a centralized location, making it easier to track progress and collaborate with team members.

‍

The automation can also be used to manage leads and customer communications by automatically capturing and organizing all relevant email information in one place.

‍

It can also help individuals stay organized and save time by automating the task of email management, freeing up time to focus on other tasks and priorities.

‍

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

‍

Find more Coda integrations, Gmail integrations, and Coda and Gmail integrations.

‍

You can also find more about how to effectively use Coda, how to increase your personal productivity and how to manage the data sourcing and research process.

‍