Let's face it, managing emails can be a pain. It's time-consuming and can get out of hand pretty quickly. Luckily, this automation can make your life a whole lot easier!
This automation saves emails with specific labels to a Coda table, including their attachments, so you can get organized and reduce the stress of email overload. This automation works by uploading the attachments to Google Drive and linking them to the Coda table entry.
There are so many different ways to use this automation - from keeping track of invoices with attachments to saving interesting emails like proposals or job offers. Plus, with more time to focus on the things that really matter, you can be more productive and efficient in your work. Say goodbye to the headache of email management and hello to a more organized and streamlined workflow!
Let’s set it up!
The first step is to create a Coda table with all the fields you want to save from each email.
Bardeen will extract information from each labeled email and get the subject line, email body, sender address, attachment links from Google Drive, date the email was sent, and more.
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. If it’s your first time using Bardeen, you will be redirected to install the extension.
Click on the playbook card, and the setup flow will start. Bardeen will ask you to specify a Coda table, the label for the emails you want to extract and an optional Google Drive location to store all the email attachments.
After you choose the database, emails and file location, 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. This will save you time in the future. You can edit Inputs later by hovering over the playbook.
Whenever you want to save all emails with a specific label to Coda, activate Bardeen (or hit OPTION + B) and run this playbook. It will find all the emails with the specified label, extract information from each email, save all the attachments to Google Drive and create new rows in Coda with all the information.
You can also edit the playbook and add your next action to further customize the automation.
This playbook saves me hours when I’m sending out emails. It usually takes me 20 minutes to get the data and format it into an email. This playbook will help me go from my LinkedIn account to drafted email in 5 minutes!
This playbook saves me 60-90 minutes that I'd spend copy-pasting 20 new jobs details from LinkedIn daily - now it only takes me 5 minutes. Gamechanger!